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230 results found

  1. Please add a column in Xero HQ, not unlike "unreconciled items" that notes the STP status of connected Xero organisations. Options to flag in this column are "STP 2 not setup", "[Year] Finalisation outstanding".

    3 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  2. Ability to drag and drop PDFs into document packs.

    1 vote

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  3. We are trying to move all client records to Xero away from a different software provider but we need custom fields that we have built in Xero Practice Manager to be synced with Xero HQ please. This way we will be able to filter our clients using the custom fields that we have created which will then match what we can do in the software that we are trying to move away from.

    2 votes

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  4. Enable the ability to generate a report that includes users for each client organisation that includes users who are not staff members so that you can quickly see if the correct and relevant people are accessing the Xero file and know if you need to remove users who shouldn't be there.

    5 votes

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  5. AML Name List screening:

    As it is a known fact that accountants and bookkeepers must screen or conduct name list screening for individual owner that control >25% share of the company. I my former software Nomisma and Capium, accountant can conduct name list screening within the system without the need for additional subscription.
    Once the name list screening is conducted, the result is saved under the individual.
    I believe if this implemented in Xero it will make Xero one-stop-shop without the need for using other software.
    Also, as i am aware, Nomisma and Capium partnered with third party, but I…

    1 vote

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  6. Set the Default number of journals to 50 or 100 rather than 25 on the posted tab. Every time you post a journal, it reverts back to 25 showing.

    2 votes

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  7. It would be great if we could have repeating queries on Xero Ask so that it will automatically send queries requesting year end information or VAT return records without any human input. It would save a lot on admin time and give Xero accountants an edge.

    4 votes

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  8. Bring back the ability to extract a list of payroll clients so that we can know the clients who might need assistance with EOFY payroll functions.

    3 votes

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  9. In the list of client files, an indicator or percentage to show the portion of bank transactions allocated by bank rules to identify client files which can be optimised and more efficient by automation and bank rules.

    If client files can then be sort by the indicator to then extract a list for action.

    In xero files, for each transaction recorded by a rule could there be an indicator (ie "rule applied") to differentiate transactions manually recorded and recorded via a bank rule.

    1 vote

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  10. Name of user in account transaction list - Would it be possible that the username of the person who edited or created a specific transaction be visible when downloading the account transaction? This is to make it easier to track who updated the information.

    2 votes

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  11. When requesting a transfer of the subscription, display a list of current users so that one can be "ticked" / selected as the receipient. As generally these are the clients anyway.
    This would ensure correct details, as the user name and email address is already in Xero.

    3 votes

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  12. Why oh Why cant we jus t email the client the document pack. It doesnt require a signature, it just needs to be emailed to the client for reference or to support other information provided at the end of a quarter

    2 votes

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  13. Income by contact Detailed report! to show all invoices, itemised that are on

    2 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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    Looks like your idea my have been cut off here, Oliver - Is there any more detail you'd like to share with this? While the Income by Contact report will show totals, you can easily click on an amount which will drill down to the contact activity for that period.


  14. When preparing the client's financial statements it would be useful if we could upload the accounting partner's signature (e.g. as a JPEG or TIF) into the compilation report before the financials are published. We have to edit the signing section each year to update the date so it would be good & more efficient if we could upload the signature at the same time.

    It would then carry forward when the draft financials of the following year are prepared.

    At the moment, we have to PDF the financials and then edit them to insert the signature. This is done every…

    10 votes

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  15. In any particular Xero account, you can review the history notes (essentially an audit log), however we do not seem to have the ability to audit a particular staff member's activity across all clients.

    This would be useful if you have a particular firm employee making the same mistake across multiple reconciliations. You could see their access/activity log to know which clients you needed to review. Or if you simply needed to know every client the employee has touched in a certain timeframe.

    17 votes

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  16. When clients have not provided the required receipts to complete bookkeeping, I always have to generate a list of expenses they need to support.
    Rather than going to the "Bank Statements" highlighting, copying, pasting unicode text to excel and filtering out "reconciled" items, I would like to just click an "export list" button from the "Reconcile" screen and have it generate the list of transactions remaining.

    1 vote

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  17. Being able to filter with in the archive space of Xero HQ. This would enable sorting of clients to clean up clients with Xero files etc.

    1 vote

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  18. It would be great if clients can only see admin email (standard practice email) as a sender rather than staff emails as a sender. Example Invoice reply to standard organisation email rather than individual staff emails.

    2 votes

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  19. We need a transaction list for all contact where the unapplied payment amount reflects. It is very difficult to compare our Xero statement with transaction list from a supplier (or debtor for that matter) if you have to export the Xero report on the contact to be able to add up all applied payments and then only be able to compare statements.
    The Contact summary Report should have the option of seeing the report with applied payments or show the payment amount as it came (or was paid out) to suppliers / customers.

    2 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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    Hi Elmie, just trying to understand your idea here a little better - when you mention 'unapplied payment amount' would this be an amount that's been paid by your customer but hasn't yet been applied to the invoice, or the outstanding amount of an invoice once payment has been applied ?

  20. We use multiple tax agent numbers across our business yet when we lodge STP reports via the client's organisation, we can only use one tax agent number for all clients as Xero only allows for one tax agent number to be set in Xero HQ.

    This is causing many issues, including staff and clients inadvertently updating tax agent details in the STP lodgment area on their own file, which is then updating the tax agent in HQ for all STP lodgements.

    It is also causing issues with tax agent appointments/linking, where the client has to appoint one agent number for…

    8 votes

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