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For accountants & bookkeepers

For accountants & bookkeepers

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1364 results found

  1. It would be really useful to be able to log into more than one company on an reference basis only. I'm often in the middle of something when I am asked a question relating to another company by a colleague or client. I have to log out just to find one bit of information. I might have multiple windows open with different reports etc that I then lose. This is also very important when working on related companies to see intercompany loans in both companies at once. I can see why it would be a problem to post changes to…

    11 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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    Hi Cath, when you say you have to log out and then into the other org, are you using 2 separate Xero account logins?

    Appreciate not the ideal solution but you could use incognito mode atm, to open the organisation you need to reference?

  2. Upon accepting a subscription transfer request, it would be great to have an option to "link to existing client record" or "create a new client record". There's currently no option for this and this creates double-up entries in Xero HQ which need to be manually removed, re-linked and archived.

    22 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  3. It would be good if any report you can already run in Xero could be added to a report template - this would include GST reports (activity statement and GST reconciliation), payroll reports etc. That way instead of having to manually extract each of these reports for each client we can just do it in bulk through one report template.

    11 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  4. Can the headings please become sticky in Client Insights ?

    7 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  5. Ability to run an Aged Debtors Report of what debts clients owed us at a certain date in XPM. For example, we want to see what our clients owed us at 30/06/25, however the Standard Report (Aged Balance Report) can't be run to a certain date and if we create our own Report in Report Builder it removes clients from the report if they have paid since 01/07/25 and now owe nothing. We need these figures to do clients Financials and also for our own Practice reporting. We can run it in Xero Blue however we don't have the ability…

    4 votes

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    Thanks for sharing your feedback with us!

    We appreciate you taking the time to let us know what changes matter to you.

    Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero.

  6. NZ Tax Audit Check of Overseas Income Jurisdiction Codes needs corrected to identify invalid country code UK and bring up a red error message. The correct code for the United Kingdom is GB not UK, the audit check should pick this up at the audit check stage which it currently does not. Thus when we go to file the return the return goes in to error as the jurisdiction code is invalid.

    64 votes

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     ·  10 comments  ·  Xero Tax  ·  Admin →
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  7. Client Insights - Exporting to excel for further analysis (e.g. by manager)

    6 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  8. Place of birth, like Director ID, is a field that is important for any individual clients who are company officeholders. Rather than having to keep this record in an external software, ideally we would have all the information about a client in one place, and as such, would appreciate a "PLACE OF BIRTH" field somewhere in the client record to facilitate this.

    13 votes

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  9. Would be good to be able to allocate Trust income to beneficiaries as a percentage of all income types.

    5 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    We're grateful for your engagement Joanne! Thanks for letting us know the changes that are important to you.

    Our Community have reviewed your idea and now it can gain support from other community members.

    You can now continue to add more details about how this would help your business in the comments section, and gain votes from the community.

  10. Would love to be able to add custom job fields onto the Job Manager dashboard and be able to create filters from them.

    28 votes

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  11. Be able to export list of archived clients, especially if they still have xero subscription that was missed to cancel. So that these can be easily reviewed.

    We are paying Xero for no reason at all.

    Also the ability to bulk change those archived clients eg cancel subscriptions

    Perhaps when clients are archived there should be something to flag to remember to do something with the subscription eg cancel or transfer.

    Thanks

    11 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  12. Hubdoc. Options to post to Xero are Purchase, Spend money, Invoice (AP) and credit note.
    Can we have a received money option as well please so that I can enter say bar takings from an end of day till report straight to the Tills cash reconciliation report.?

    50 votes

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    9 comments  ·  Hubdoc  ·  Admin →
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    Thanks for all your engagement on this idea. We understand that the option to post receive money transactions from Hubdoc is important to all who've supported this, however we want to be transparent that this isn't a feature we're currently working on.


    Please continue to add your support to this idea and if there are any changes around this we'll share with you all, here.



  13. 54 votes

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     ·  11 comments  ·  Xero HQ  ·  Admin →
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  14. It would b e great to have a general checklist or ability to create a checklist for client onboarding and ensure we get all necessary details as we set up a client

    3 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  15. Automated super reminders for clients who haven’t paid super within 7 days of due date as well as report in XPM / ability to send notification to account manager or admin team about upcoming super obligations.

    3 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  16. Hi Xero Team,

    We are in the process of registering Xero as our Computerized Books of Accounts with the BIR. In line with this, we would like to share some suggestions that may help Xero meet the BIR requirements.

    For report generation, it would be helpful if the footer could include:

    The type of book,

    A timestamp and date,

    The name of the person who generated the report, and

    The software version number.

    At present, the footer only shows the date and type of report. Adding the generator’s name, exact time, and version number would make the reports more aligned…

    3 votes

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    0 comments  ·  Workpapers  ·  Admin →
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  17. Increase functionality of Hubdoc App to be able to process (i.e. code) receipts in the same way you can on the Hubdoc website

    18 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  18. Partnership tax returns - we should have the ability to correctly submit partnership tax returns with rental income without having to fudge the figures on the return

    1 vote

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    2 comments  ·  Xero Tax  ·  Admin →
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  19. Capability of amending CT600 forms for T-2 and T-3 years to take into account 3 year carry back on terminal loss.

    3 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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    Hi Francisca, thanks for your engagement and letting us know the changes that matter to you.

    We've reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.🙂

  20. When reviewing WIP for a client you can't see the title of each job without clicking in to it. Could we please make the job column wider so we can see what the job is without opening it.

    16 votes

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    Thanks for sharing with us here in Product Ideas, everyone.

    We're working on modernising the client record user interface(UI) and your idea here is being worked into this change.

    We'll first be making this available to our UK practices, with the aim of eventually expanding this to all regions. I'll be back to confirm as this starts to roll and give more detail of the change.

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