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For accountants & bookkeepers

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  1. Can you please amend the MANAGEMENT REPORT to have the ability to CHANGE DATES for an individual report in the Report Pack.
    Does it have to have the same date for every report page in the report pack? Almost every single month I need some accounts for the CURRENT MONTH, and others for the YEAR TO DATE, or for a DIFFERENT PERIOD, but every time i change ONE DATE, , EVERY SINGLE REPORT CHANGES. It';s just AWFUL.

    30 votes

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    Hello community, we’d like to get more understanding about this idea here. Could you let us know which reports and dates that you need in the Management report pack? 


    If you use the report that has a layout editor, you can customise the report to add a column and different periods - See more here

  2. We want to be able to report on any clients with outstanding balances at any point in time, and be able to action it before the ATO start calling us or the client to chase the debt.
    There is already a report on the ATO Portal – See attached screen shot. The report contains any AS’s that are overdue and also shows any clients debt/credit they may have on the ICA.
    We also want to be able to safely ignore any and all statements of account that the ATO spam us with because often, they issue a statement of account…

    14 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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    • Ability to update the start and due dates directly in the new job manager (currently still need to go into each job directly and edit to change these dates)

    • Ability to search for specific clients with active jobs in the search bar (currently can only search the job number and job name).

    So far our team is loving the new job manager on XPM - has made our workflow process much easier and efficient!

    10 votes

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  3. A link between spouses to automatically update joint income so as to avoid posting the same information on each return and reduce the time spent on each return

    16 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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  4. It would be a great help if we could update status for a job as and when the timesheet is done.
    At the moment we go to each job and update the status at the end of the day. In my opinion this would save lot my time hovering around.
    I have attached a screenshot in pdf to better explain.

    31 votes

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  5. I'd love to have the ability to get XPM to email clients once their returns are lodged to confirmed it has been done. So many clients ask for confirmation and emailing each one takes time, a simple email from xero would be great.

    27 votes

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  6. 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.

    75 votes

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     ·  3 comments  ·  Workpapers  ·  Admin →
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  7. Can we have the ability to search for a transaction , by amount , payee or description across all bank accounts. Rather than having to go into each bank account and sort dates etc and than search. Having the option to choose all bank accounts, rather than an individual bank account would be awesome.

    17 votes

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  8. AU Tax - Error notifications. When a return is rejected by the ATO and appears in the Error tab of the Returns section of Xero Tax, an email should be triggered to alert the tax agent so that the error can be rectified immediately.

    49 votes

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     ·  6 comments  ·  Xero Tax  ·  Admin →
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  9. 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,…

    62 votes

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     ·  3 comments  ·  Xero HQ  ·  Admin →
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  10. The ability to add share class in relationships.
    Currently you can only add the number of shares.
    However, we have a lot of companies that have different share class types (A Class, B Class, ORD Class etc).
    SUGGEST: adding a field under number of shares where you can type the share class (see attached example).

    This is a critical feature for our firm that is missing from XPM.

    28 votes

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  11. Please make the field "Automatically Retrieve from ATO" available to select in Report Builder to be able to create and run reports with this field in it.

    14 votes

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  12. Automatic exemption of national insurance contributions for clients over state pension age. In many other accounts production softwares this is already automatic and is calculated from the date of birth. The more manual input there is, the more room for error and this is something that could easily be missed by someone who is used to automatic functions.

    12 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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  13. Ability to have future tax forms generated for multiple entity types and not just individuals. This will enable practitioners to prepare tax returns for entities that have substituted accounting periods much before the due dates without having to request extensions from the tax office also will give us the ability to work out the timing differences on tax profit more accurately rather than relying on spreadsheets etc.

    28 votes

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     ·  5 comments  ·  Xero Tax  ·  Admin →
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  14. Currently there is only the ability to enter 4 Directors names into the Report fields in 'Advanced accounting › Report fields and schedules'
    So when we run the advisor reports, on the Director Declaration's page we have to manually type in the extra directors.
    Can you increase the fields for more than 4 directors and even more than 4 partners.

    8 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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    Thanks for engaging and sharing the idea here - Having a deeper read to interpret, there's the ability to add more client report fields that can be included in your report templates yourself (such as Director 5, Director 6 etc) - See detail in our help here.

    A couple of pointers to note, are;

    • ensure you have the Edit report templates permission, then
    • add the new client report fields at Xero HQ level first; this'll make them available to add in your Report templates. Then, add the names of the directors at the client level.

    We hope this helps you overcome the idea here, let us know if this doesn't quite accomplish what you're asking.

  15. Ability to transfer customised reports between practices or other businesses. Currently this is not possible so if a client changes accounting practices then reports do not follow. This is expensive for the client for reports to be redone and totally unnecessary given that all the formatting necessary already exists on another system.

    36 votes

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     ·  11 comments  ·  Admin →
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  16. Show the difference between the original tax return and the amended tax return in the clients tax estimation sheet.

    44 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  17. Be able to edit sent document packs.

    Purpose: for when clients ask you to send the pack to a different email address or you want to rename the document pack, or add another document.

    39 votes

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    17 comments  ·  Xero HQ  ·  Admin →
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    Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;

    1. ability to change the email address/contact of a sent pack
    2. ability to add additional documents to a sent pack, and
    3. the ability to edit metadata of a sent pack

    For the first, we'd like to better understand what is driving the need to change the email address?  is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?

    Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?

    Lastly, it'd be good to get more substance of how the ability to rename a pack…

  18. Support documents uploaded to a workpaper are listed at the bottom of a workpaper in the order they are uploaded in, it would be a handy feature to be able to reorganise uploaded documents as needed for ease of review and keeping items in say account or alphabetical order.

    45 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  19. 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.

    52 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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