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For accountants & bookkeepers

For accountants & bookkeepers

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230 results found

  1. Xero apps - In Xero HQ we use to have the apps under the explorer tab, to see the most popular apps and what clients are using them. It was highly useful to advise clients when an app was to cease or we were introducing an alternative to see who was using it.

    39 votes

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    10 comments  ·  Xero HQ  ·  Admin →
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    Appreciate the interest and hearing the use you have in seeing integrated apps your clients have connected.

    As some will have received communication of some time back - we made the hard decision to retire Explorer in Xero HQ from 12 April, 2023.

    Right now, if you'd like to see the apps a client has connected you can open the Xero organisation, go to settings and select Connected apps.

    While this is something we may consider developing elsewhere in Xero HQ down the road, it isn't in the teams plans right now. We'll continue to track interest here, and let you know if there is any change surrounding this to share. Thanks

  2. Chart of Accounts - Would be great if we could hide certain accounts/bank account transactions from certain levels of security or users?

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  3. If you update the report code mapping on a report template and save it as a draft, the changes won't reflect on the draft template in the client’s organisation.

    You either need to remove the report from your template and add it again, or run a fresh template in the client organisation.

    Xero Product Ideas is where our customers can share and support ideas for change.

    Above the answer for my problem - such an obvious issue, surely Xero, you can sort this out without waiting for folks to vote on it !!

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  4. Have a chart of accounts to be able to use for SMSF's

    14 votes

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     ·  7 comments  ·  Xero HQ  ·  Admin →
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  5. Xero HQ report templates overwrite the order of accounts to alphabetical when accessed at a client. The report templates are in the correct part of the financial statement for the client, but then it defaults to alphabetical order. This requires you to change the order for each client, even though it was done at the HQ level.

    2 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  6. Ability to bulk Accept Subscription Transfers- when accepting transfers or converting clients in bulk from QBO or QBD the ability to bulk accept the organization under the firm would save significant amount of time.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  7. We now have a single client record with HQ & XPM but it still does not pull through the client partner & manager from XPM and allow us to filter this way.

    We would find this feature very helpful when bulk updating client access for our team members when they start or depart.

    We also need to be able to export reports from HQ on the filters we apply. Currently even if a filter is applied the export includes all clients and columns and not what is in the filter display.

    3 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  8. Could you please add a shortcut for the balance date in the journal section, so the accountant doesn't have to keep typing '31/3/202x' multiple times at year-end?

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  9. Improve the way clients can create accounts and log into an existing xero account.

    If we create an account for them, it asks them to put in their organisation details. Then we invite the client into the organisation, they have to accept the invitation.

    Clients are always having issues with their log ins, and signing documents. Feel this could be made easier for them.

    2 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  10. Make all ledger accounts across the P&L and the Balance Sheet available when incorporating formulas into financial statements. Some KPI's draw from accounts comparing a P&L account with a Balance Sheet account. At present, only accounts in the Balance Sheet can be used to do KPI's within. This is not optimal.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  11. GST Rec - 2 Simple ideas.

    1. In the GST Rec report you could add drop down dates (as you have in the other reports) so you can easily pick the prior financial year as an option rather than having to pick the dates.

    2. A GST report that showed the late claims that relate to the prior financial year.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  12. It would be a great help if you could insert a field into the activity page which includes the property address that the invoice is for, so that this would be clear which property the invoice relates to rather than having to go into each invoice to see which property it is for.

    2 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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  13. Currently the report's filters only available to filter thing that " contain " in the respective categories. Can you please also include the option "do not contain" - so that we could produce report to omit things that we would not wish to include. Thank you

    19 votes

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    7 comments  ·  Xero HQ  ·  Admin →
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  14. Home page or landing page -- can you put the "go to xero" button on the left of the client's name? The new page makes it so I have to scroll so far to the right to get to those buttons, that I no longer know which client is on which line of the table. It is harder to log in and go directly to my client's books now.

    5 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  15. Add a custom column similar to a custom row into reports.

    This would be used to include quantities for livestock reports, for automating % of trust distributions payable to beneficiaries prior end of June.

    This currently can't be done in reports.

    24 votes

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     ·  8 comments  ·  Xero HQ  ·  Admin →
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  16. add more reports into report template, for example payroll report and tracking summary. Thank you.

    24 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  17. Would be useful for tracking purposes to have ability of exporting clients list together with table informing who is subscriber. At the moment even filter like that cannot be applied to display clients in Xero HQ.

    2 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  18. It would be extremely helpful if there was an option to set multiple lock dates for various clients at once, so that we don't have to go into each client separately each month. It would also be helpful to have this option on Xero HQ with a view to their current locked period as well.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  19. It would be handy if we could access a report to see which staff are completing the Quarterly Product Updates and Knowledge Checks

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  20. Give the option to make document packs 'PRIVATE' if you don't want your employees to see your private and personal accounts

    3 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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