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For accountants & bookkeepers

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  1. When writing Cheques or payments would it be possible for an auto infill/ recall of the previous payment made to the Payee/Supplier, this would save time if the details are always the same and only the amount may vary, it would ensure that the correct/same account is always used giving consistency.
    Should any of the details differ then these can be input as currently but an auto infill would save me an awful lot of time as I don't have a bank feed to all the bank accounts I oversee.

    3 votes

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  2. It would really make my life easier if you could please allow the [Month] [Year] option to label on the task for recurring jobs. This would allow us to see in blue Xero the label of the task namely month and year when invoicing our clients. This would be really helpful when identify numerous jobs and tasks for the same client as the job name does not appear on the invoice in blue Xero. Also, with using the [Month] feature, it would roll over in the next recurring job on its own.

    1 vote

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  3. 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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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  4. XPM job financial summary is available from the job screen and financial tab, under "print financial summary". As currently prepared the financial summary does not report actual invoices and total amount invoiced, in addition the report does not include the profitability measures for rate per hour and recovery percentage. This would be useful to have these calculated and presented at the top of the report.

    4 votes

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  5. Currently the file sizes generated in uploading receipts is unnecessary large - I often see 3Mb for a coffee receipt! This is problematic when onward charging expenses to customers (and requires manually resizing before adding to an invpice which is time consuming) and must be costing you a fortune in data storage. Why isn't the file size limited to a sensible size or at least configurable by the user?

    6 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  6. For Xero reports when running comparisons, the data is listed from left to right as newest perido to oldest.

    I have been an accountant for over 20 years, and nearly all other softwares show these reports as oldest to newest from left to right.

    Was wondering if there could be a button to just switch this around.

    Thanks

    Adam

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  7. Could there be an extra column where you can tick multiple jobs so that the job status can be updated. Not only one job at a time.

    35 votes

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  8. 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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    0 comments  ·  Xero HQ  ·  Admin →
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  9. Not a new idea however something that we should be aware of.
    The late claims button / tab on the new GST return will not show to look into transactions if the Net amount of the total late claims is Nil. This means that if a change is made from April date to March date in July period, when you look at the late claims in the June July return because the amount is netted as Nil they dont show. making it very hard to reconcile your End of Year GST back on workpapers.

    2 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  10. On the timesheet entry page, allow users to type keywords in the "Job" section and show search results.
    At present you have to click the dropdown, which lists all open jobs, and then find the job you are working on.

    3 votes

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  11. It would be great if we could use Collaboration Manager to assign emails directly to the Client, rather than a Job or a Quote. These emails would then be automatically stored under the Notes tab in the Clients screen.

    1 vote

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  12. Contacts in XPM are used when integrating into other systems and each system reads thedetails slightly differently. As the 'Position' field and the 'Set as primary' field are unique to the client that the contact is being used for it would be great if the 'Salutation' and 'Address' could also be unique to the client.

    This would stop the necessity of having the same contact multiple times in XPM just to enable slightly different versions of the salutation of address for different integrations, therefore having a cleaner useable system of contact in XPM.

    Sample : John may be a partner…

    1 vote

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  13. 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.

    3 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  14. As 'Blue Xero' supports a 'Not for Profit' organisation, it disappointing that an accompanying
    CT600 cannot be produced in Xero Tax for a charity.

    12 votes

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     ·  5 comments  ·  Xero Tax  ·  Admin →
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  15. Provide the ability to schedule requesting on a daily basis the EFT Reconciliation reports in XPM, currently being a manual request locked behind Business settings permissions.
    Provide also the resulting reports in either a Custom Reports area or standard reports so admin staff without the Business Settings permissions can view the ATO EFT reconciliation reports, filtered by date and Tax Agent Number. Possibly add a permission to view these reports as a separate permission.

    3 votes

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  16. In the U.S. Xero is one of the top accounting software companies. Its biggest competitor Quickbooks has several Intuit tax software products that integrate with each other. I would like to Xero launch Xero Tax in the near future as Intuit products aren’t as innovative, robust and user friendly. Glad to see this is available in other markets but would love to see it roll out here in the states

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  17. AUDIT CHECK FOR DIVIDENDS RWT AND IMPUTATION CREDITS IS TOO SENSITIVE - IT IS PICKING UP VERY SMALL ROUNDING AND ALERTING.
    Xero needs to allow for the "rounding" to be accepted - maybe expand the parameters. Unless we go into the return and round it up or down (which is a terrible waste of time) then the alert stays there, and we then get the scenario of anybody looking at the return wondering if there is an error and then they go and check - once again - a terrible waste of time.

    3 votes

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  18. When creating a General pool and want to run the "book value" at the same depreciation (15% year 1 and 30% subsequent years) but Fixed assets wont give the option to duplicate the tax depreciation rates when entering the details for book depreciation.

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  19. There are three documents that we are often chasing clients for as accountants in order to do accounts or self assessments -
    - Loan statements which show the year-end balances and the interest amounts (for example on the bounce-back loans).
    - Bank statements which show the year-end balance to check the accounting software pulled in all the data correctly.
    - Mortgage Interest statements (for self-employed clients who work from home or landlords on their self-assessments).

    We do ask the clients for these, but it's often difficult and very time-consuming for the client to get hold of (and sometimes they just…

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  20. There should be a way in the rental property summary that can be printed for all properties owned by an individual that combines them rather than a separate page for each, so that it is easier to compare the properties to one another or even just the option to download the rental schedules as a CSV.

    1 vote

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