For accountants & bookkeepers

For accountants & bookkeepers

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  1. Currently when users take photos of receipts on the app they do not have the ability to add a note. This would be great so that the admin person coding the receipt can receive some additional detail regarding the purchase.

    31 votes

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     ·  2 comments  ·  Hubdoc  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Ability to have one contact record link to multiple client records like a true CRM system would.

    Example: bookkeeper for a client is stored as a contact and may act for many other clients. Currently relationships only exist between 'clients'.

    31 votes

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     ·  1 comment  ·  Xero Practice Manager  ·  Flag idea as inappropriate…  ·  Admin →

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  3. It would be nice if you could flip an invoice or a bill to a credit note of each kind. Sometimes when bringing in data from Hubdoc, a credit note will be pushed as a bill, so if you could basically hit a button to flip it the other way that would be great, same with invoices.

    31 votes

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  4. ability to add/upload the bank statement/credit card statement to reconciliation report for future cross checking by accountant

    29 votes

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  5. stop flicking us back to the 'A' names once we have finished in a clients file.. go back to where it was as it takes time to scroll through all and keep clicking 'show more or load more'

    28 votes

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     ·  1 comment  ·  Xero HQ  ·  Flag idea as inappropriate…  ·  Admin →

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  6. We desperately need an audit trail report available for advisors.

    I think it would be sufficient to have the below added to the account transactions report style (but named as Audit Trail):
    1 - the ability to include an 'edited date' column
    2 - the ability to include a 'notes' column
    3 - a tick box to show/hide audit trail history (so voids would show as separate creation and void lines netting off, not just removal of the original transaction)
    4 - a unique un-editable transaction identifier for all transactions, not just bills/invoices

    It must be exportable to excel with…

    22 votes

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     ·  2 comments  ·  Xero Practice Manager  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Extract not only basic information like dates, names, etc., but also line items for less manual entry or having to find outside apps to do it.

    19 votes

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     ·  2 comments  ·  Hubdoc  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Hi,

    When going into Xero HQ and, more specifically, when going into individual clients tab, as you are well aware there is the notes tab for that specific client. Whilst the notes tab is extremely helpful, I think something that is missing from it is the function and feature of updating all advisors on that specific clients account, about when a note has been added; whether it's by email, app, notification on the website etc.

    As a Xero user, I can admit that I don't regularly check each individual client tab and their notes. This feature would be extremely helpful,…

    14 votes

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     ·  2 comments  ·  Xero HQ  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Xerosign: Remove the requirement to sign up to a xero account to sign documents.

    This frustrates the client and causes so much headaches for us that we have stopped using xerosign and now have to use a third party provider.

    13 votes

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     ·  1 comment  ·  Xero Tax  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Customer Statements download to Excel

    14 votes

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  11. Integrate a bank statement generator into bank feeds so accountants and bookkeepers can send a request directly to the clients bank for a bank statement for quarterly bank reconciliation. Pre-approved by client when bank feed integration is setup. Alternatively, automated bank statements per quarter generated and uploaded to Xero via bank automation.

    13 votes

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     ·  1 comment  ·  Workpapers  ·  Flag idea as inappropriate…  ·  Admin →

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  12. The ability setup repeating spend and receive money transactions would be helpful.

    Thank you

    11 votes

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  13. SIGNATURE PAD

    It would be great if you could attach a signature pad to the computer so that a client can sign their Tax Returns on the spot without having to print the Tax Returns for the client to sign.

    We love the convenience of digital signatures however some clients don't have their emails on their phone, don't have email addresses at all, or just refuse to sign electronically via email when they can just sign their documents when they are in the office.

    We think that having the option to sign an an electronic signature pad, like you do…

    9 votes

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     ·  3 comments  ·  Xero Tax  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Contacts - Being able to search by mobile number, when we have a missed call or a text message on the phone, being able to search it is before blindly calling them back if they haven't left a message.

    10 votes

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     ·  1 comment  ·  Xero HQ  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Date of death field to add in to client details would be helpful

    9 votes

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     ·  2 comments  ·  Xero Practice Manager  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Please increase the character limit in the Bank Account Name field to allow for longer business account names

    8 votes

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     ·  3 comments  ·  Xero Practice Manager  ·  Flag idea as inappropriate…  ·  Admin →

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  17. We have a number of clients who have a preferred Name other than their legal name. Whilst we can only put in their legal name (for the preparation of their returns) it would help our staff and the rest of the team to be able to put in their 'PREFERRED NAME' so that it showed up in the main contact area in XPM so that they would know to call the client by their preferred name rather than their legal name. A lot of clients get upset if you dont call them by their preferred name.

    10 votes

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     ·  0 comments  ·  Xero Practice Manager  ·  Flag idea as inappropriate…  ·  Admin →

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  18. It's been mentioned previously but seems to have fallen off Xero's radar - the ability to use our own Excel workpapers within Xero workpapers would be fantastic.

    8 votes

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    1 comment  ·  Workpapers  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Making the tax exclusive options in Hubdoc showing in the Edit Document tab.

    Purpose: To avoid publishing the document with the wrong tax type.

    7 votes

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     ·  3 comments  ·  Hubdoc  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Allow Hubdoc to publish a receipt to an existing 'BILL' in Xero without creating and new transaction and duplicating the amount. Failure to do this forces the user to upload the receipt directly into Xero files instead or opt not to use the BILL feature in Xero and publish transitions in real time from Hubdoc instead. For those wishing to have all their receipts in a magical shoe box in the cloud (Hubdoc) it appears that this would be a way forward.

    8 votes

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     ·  0 comments  ·  Hubdoc  ·  Flag idea as inappropriate…  ·  Admin →

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