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For accountants & bookkeepers

For accountants & bookkeepers

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1416 results found

  1. It would be incredibly helpful for us to be able to view the notes on a profile when you view it at group level.

    Currently we don’t use this feature because when a note applies to a whole group (which it often does), how do you know what entity or individual within the group to record the note against.

    Creating the view to see all notes for a group it won’t matter so much where the employee decided to leave that note.

    2 votes
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  2. Include a table showing the share capital issued.

    2 votes
     ·  0 comments  ·  Xero Tax  ·  Admin →
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  3. Include a table for the operating profit note with the required disclosures e.g. depreciation, directors remuneration etc.

    2 votes
     ·  0 comments  ·  Xero Tax  ·  Admin →
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  4. Include balance sheet amounts on the analytical review, and the ability to add and show comments against each line.

    2 votes
     ·  0 comments  ·  Workpapers  ·  Admin →
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  5. 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.

    16 votes
     ·  0 comments  ·  Xero HQ  ·  Admin →
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  6. Ability to show the breakdown of "Non refundable tax offsets" on individual tax estimates. Mainly Primary Production Averaging details.

    2 votes
     ·  0 comments  ·  Xero Tax  ·  Admin →
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  7. AIA is a prestige accounting body in the UK and I couldnt find the accounting bodies list during preparing final account - it should be added

    Thanks

    1 vote
    0 comments  ·  Xero Tax  ·  Admin →
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  8. There should be an option whether to claim capital allowance partially or not to claim also in the capital allowances section

    1 vote
    0 comments  ·  Xero Tax  ·  Admin →
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  9. A report for strictly manual journals that would show ID, Narration, accts, etc, or the ability to filter manual journals in the current journal report.

    4 votes
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  10. I would like to set an 'auto archive' rule at a supplier level. This would be useful for expense which have a bank rule set up in Xero. Eg Xero subscription bills, other subscription invoices.

    3 votes
     ·  0 comments  ·  Hubdoc  ·  Admin →
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  11. 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
     ·  0 comments  ·  Xero HQ  ·  Admin →
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  12. Replicate XPM's Standard Reports in the Custom Report area, so we could edit the existing formats and select staff to share the report with.

    2 votes
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  13. We currently integrate with a range of practice management software, and have a recurring request from customers using XPM to have us add notes to client records when certain actions are taken.

    Currently, adding or updating notes is not possible via the API, however documents can be managed via the API. Client notes are useful as they allow important communications with a client to be logged against that client for future reference.

    1 vote
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  14. It would be good when printing the WIP ledger for unbilled clients to have the option to print each client separately. i dont want to have to individually tick my clients just to get there report on a single page.

    1 vote
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  15. When accessing through ipad browser (chrome/safari/edge), if entering time through the dashboard, there is not the function to start typing a job name and the list to match with the name typed. This function is avaialble on desktop. This means users need to scroll through the list to get to client name, then click/tap on it. Requesting the desktop site does not work.

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

    1 vote
    0 comments  ·  Xero HQ  ·  Admin →
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  17. The ability to bulk update staff access to client tax returns in xero tax. Currently, the only way to change staff access to certain clients in the xero tax feature is to go into each client file and change it individually. A bulk update function would be more efficient and less time consuming.

    9 votes
     ·  0 comments  ·  Xero Tax  ·  Admin →
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  18. Not an idea really but a bug which needs fixing.
    A lot of suppliers like FedEx for example send $0 bills which HubDoc is unable to publish to Xero as the Tax and Subtotal amounts is calculated wrongly despite the bill's Total Amount of $0.00 being correctly detected. As a result the invoice cannot be published to Xero.

    6 votes
     ·  1 comment  ·  Hubdoc  ·  Admin →
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  19. Ability to attach a document to a specific query on the accountant end.
    Would save us from having to go to the workpaper in order to open the document that the query references. Instead could open directly from the query tab.

    2 votes
     ·  0 comments  ·  Workpapers  ·  Admin →
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  20. Currently the search only looks for Recipient name.
    Would be good to have an explanatory note to that effect in the Transfers tab.

    Further, and even better would be ability to search the From names as well.

    2 votes
     ·  0 comments  ·  Xero Tax  ·  Admin →
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