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For accountants & bookkeepers

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1466 results found

  1. Ability to bulk re-allocate invoices to different jobs and or clients.
    It would be great if you could easily re-allocate an invoice (or a cost / timesheet entry) to a different client or job. I have had cases where a clients name/entity type has changed and the recurring invoices have not been posted against the correct client in XPM (old client not new client, even though the invoice is issued under the new name in Xero). Or a client wants to be billed under different entities in a group but there is only one job so i would have to…

    2 votes

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  2. 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.

    38 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

  3. In Xero we want to run a debtors report by manager so each manager can manage their own debtors list. An ability to add a manager field would be great. Ideally this would come through from XPM as this is where we assign managers to clients.

    1 vote

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    0 comments  ·  Admin →
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  4. We need to improve permissions on XPM, I want to provide permission to my managers to their staff members timesheets. The only way I can do this is to give them access is by giving them Access Financial data which really is too high for what we require.
    Only other way is to provide them with a report weekly...

    5 votes

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  5. Job Manager - can we please add the option of Group to the filtering/sorting columns to allow us to view jobs/allocations by business/family groups

    18 votes

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  6. Auto journaling corp tax and locking the accounts after the accoounts have been filed through Xero

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  7. It will be great for the customized financials reports can remain in the same format every month, instead of having to delete the customization each time.

    1 vote

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  8. for friendly user, strongly encourage Xero to change the cash flow statement follow by Singapore financial statement format

    1 vote

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    0 comments  ·  Admin →
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  9. 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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  10. Whilst this currently auto calculates, there is no calculation in Xero to confirm the return has the correct amount. This has to be checked manually, which can leave room for errors and requires extra work by users. It would be more efficient if the system could check this.

    11 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  11. Automatically add firm bank details to SA100. Most client refunds go directly into our client account and have to be entered manually each time. A way to select from saved details would save time.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  12. I have come across an issue where a client who is GST registered wanted their refund transferred to Provisional Tax. The only 2 options in Xero are GST 101 (GST only) and GST 103 (GST and Provisional Tax). I chose the GST 103 option and the Estimate option under that.
    The return was rejected by the IRD as a GST 103 return is for the Ration option only. I was told the return/option I needed to file is a GST 101A.
    This is not available in Xero
    I have never had the IRD reject this before so I am not…

    1 vote

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    0 comments  ·  Admin →
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  13. It would be helpful to add transaction numbers to all transactions in Xero so you can more easily trace the changes of edits in the software. It would also be helpful if there was something that would show whether an individual transaction has already been included in a VAT return submitted and show which VAT return it was included in. For example in the account transaction report there could be a column that shows which VAT return the transaction was included in. In the individual transaction there could be a note below showing which VAT return it was included in.

    1 vote

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  14. At the moment if you go to an Archived Xero Workpaper pack, you can't click the Xero hotlink button nor the Documents button next to an account. I understand preventing people from clicking the Done (tick), Manager and Principal approval buttons (and delete button of individual documents) - but there is no point to deactivate the Xero hotlink button so that I can't use that, and the click the documents button to see the documents linked to that specific account. Straight up lazy..

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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  15. It would be good if XPM automatically archived tax returns once assessed or maybe at a certain date, for example all 2022 tax returns archived when we are doing the 2023 year

    7 votes

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  16. 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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  17. Hi All, As we are based in Northern Ireland we have a lot of clients that purchase from both sides of the boarder, and are required to submit intrastat declarations on a monthly basis, however unlike Sage, this information can not be stored in Xero and then exported to submit to HMRC.

    It would make reporting this information so much easier.

    3 votes

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

    14 votes

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     ·  6 comments  ·  Xero HQ  ·  Admin →
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  19. It would be very useful to be able to customise All Clients view with your own selection of criteria, not just name, phone number and address. Being able to see the client manager would be beneficial. To be able to select your own choice of fields would be ideal.

    1 vote

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  20. My Timesheet Information View
    Highlight/Bold the Client name for each entry.
    Make a hyperlink for.
    When reviewing timesheets is easier to think in terms of the client than the job name.

    2 votes

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