For accountants & bookkeepers

For accountants & bookkeepers

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  1. Add tax depreciation schedules in report packs.
    Currently, only have the option of accounting depreciation but can't change it to tax depreciation.

    1 vote

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  2. When looking at a list of Workpaper Packs (especially archived packs), the order should be most recent first, not oldest first.

    1 vote

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  3. Ability to send a document to a client through Xero portal, without requiring a signature. I use the Document Packs to send tax returns and financials to clients. It would be good to be able to use this function to send packs to clients that don't need a signature.

    For example: securely sending a notice of assessment to a client through xero, or sending copies of tax returns to clients that have already signed them in person.

    1 vote

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  4. Suggestion to have the ability to enter 'Ad Hoc' time in the same place you enter time for jobs - i.e. in the Timesheets screen, rather than going through the 'Global Search' screen.

    You would select a client first, then select Ad Hoc Time or a job (if an active one exists).

    Also, when selecting a client, it would also be handy to be able to start typing a few letters from anywhere within the client name, rather than having to type the first letter or scroll down using the picklist.

    1 vote

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

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  5. I've got a form for vendors to submit details and upload their W-9. The Zapier integration with Xero allows me to use their details to create a Contact, saving lots of time, but it doesn't have the ability to attach files to Contacts, so I have to do it manually.

    Other actions for Xero in Zapier like "Create Bill" allow you to upload files, but "
    Create/Update Contact" does not. Seems like it wouldn't take much to enable this feature, and it would allow me to have this process fully automated instead of 90%.

    1 vote

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  6. Allow files exceeding 3MB to be transferred to Xero. Currently, it just shows the link to the file in Hubdoc.

    1 vote

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  7. Import and reconciled bank transfer

    1 vote

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  8. Can you take the option of making reports favourites by marking them with a star and allow us to do the same with orgs so that a Client Manager can favourite the clients in their portfolio rather than having to search for their clients among the clients of the whole practice?

    1 vote

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  9. Can you please make it possible for firms to be able to remove the pop up/reminders from our screen? We should be able to remove it once on our xero screen and then it doesnt appear for any other client. Or maybe after removing it three times then it goes away. I think its a bit strange you keep reminding accountants there is increase to the provisional tax threshold each time we open a clients GST return.

    1 vote

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

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  10. There used to be a tab where we could check which of our clients hadn't filed their GST returns on time, this has been removed, can you please bring it back as we now have no way of checking if we or our clients have missed filing a return.

    1 vote

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  11. I currently do not use Xero Tax. As a BAS Agent I also have to comply with the ATO new client verification & Director ID. Under your new updates I cannot add the information as I do not use Xero Tax. Can you please add the new updates to be incorporated within the New Client set up to allow BAS agents the same facility. I would appreciate if you could consider this issue.

    1 vote

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  12. It would be very helpful if there were the ability to set up Reminders in Xero Payroll for certain dates such as birthdays and apprenticeship anniversaries so that you would know to change the employee's Pay Rate accordingly.

    1 vote

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  13. Users can scan their invoices via mobile app when they don’t have an internet connection.

    Purpose: To make sure that the invoices/documents didn’t get lost in the Hubdoc app when the internet connection is intermittent.

    7 votes

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  14. I use 'client groups' extensively in HQ. I need to see which clients are not in a group at all, and which ones are in more than one group, but this is not possible. Please allow us to report on which groups each client is in.

    1 vote

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  15. VAT - Ability to sort, filter and search what is in each tax box or tax rate when reviewing a tax return. This will help when reviewing a return before submitting.

    1 vote

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  16. We have staff accountants who work in teams. Ideally, we want them to have the "Manager Role" but when that is the case they can only see Workpapers they have created.

    We would prefer to have the option to give staff with "Manager Role" the ability to see and edit all Practice current and/or archived workpapers.

    The alternative is to give them a Partner Role which has a lot of other access we don't really want them to have (ie restore/delete, etc).

    1 vote

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  17. To have the ability to customise/edit cover letters in Xero Tax.

    Purpose: This will make clients who have different trading names and legal names can easily edit it.

    7 votes

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  18. Recurring jobs allow for staff allocation. When you need to amend these reallocations they have to be done one by one. We would like to be able to make these bulk as they can be in live Jobs.

    1 vote

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  19. 1 vote

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  20. Cash summary report is OK but full cashflow forecasting and reporting (P&L plus Non Operating) is imperative for clients to forecast and track bank movement. This is available in MYOB Essentials (only thing it has over Xero really). Please please please

    1 vote

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