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For accountants & bookkeepers

For accountants & bookkeepers

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1466 results found

  1. In XPM, if we want to look at what tax payment notices we’ve sent to a client, we can’t see this by looking at the individual client’s dashboard. We need to go to the tax menu then search the client. It would be good if we could see it on the individual client’s dashboard as a section in the Tax Returns tab.

    1 vote

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  2. PLEASE PLEASE PLEASE DON'T REMOVE THE OLD BAS REPORT WITHOUT ENABLING EXPORT TO GOOGLE SHEETS IN THE NEW REPORT...THIS WILL DRIVE US GOOGLE USERS NUTS....

    2 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  3. Create custom fields that allow document uploading.

    2 votes

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  4. Currently there is no option as was advised by your Support Team. This will help keep most Tax Returns & Activity Statements linked to the correct jobs irrespective of how & when they are created.

    50 votes

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  5. It would be good to be able to completely delete bank statement lines, so that they are no longer visible as deleted transactions, where, for example they have been imported into the wrong bank account, or client account.

    21 votes

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  6. I am frustrated that this has be added as "an idea" because it is clearly basic functionality. The structured buildings allowance doesn't roll forward each year and as such for the next 33 years I will need to re add the lines from 2023 and manually calculate the bought forwards. Not cool and in fact I will be looking for alternative software.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  7. Workpapers - Preview Attachment Highlighting faded
    When previewing a workpaper rather than downloading if you have highlighted using pdf manager this doesnt show that bright. Need to fix as this is hard for a review to know what the team member has highlight.

    1 vote

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  8. It would be really good if when the accounts and corporation tax return have been sent out for digital signature to a client that there was a send receipt with a date and time stamp to show its been sent to the client with details of what email address it was sent to. When sending out lots of requests over various different clients it is easy to forget if you have sent the signature requests out.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  9. From what I understand is common in a lot of firms is when a client leaves/dies/etc their client profile is archived in XPM and the data persists into infinity.

    Given the latest high profile data breaches is would be good if XPM had a Housekeeping module where firms could identify archived clients where the attached Personally Identifiable Information (In particular TFN, Bank account, phone/mobile and addresses) is no longer needed and permanently remove it in a structured process.

    A similar process may need to be created for the forms that we generate from XPM so they they are permanently removed…

    4 votes

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  10. General Pool Depreciation - Using the General Pool feature does not list the assets that have been pooled. It is useful to be able to review assets owned by an entity and the details of the purchase.

    36 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Appreciate you'd like to add more detail for assets within a pool. 

    Atm, we don't have direct plans for developing this, however we'll continue to track interest here, so keep adding your support. 

  11. Sometimes we have more than three people working on a job and currently Xero only allows for one preparer, manager and partner on a job. It would be good if we could have more flexibility in this area.

    68 votes

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    2 comments  ·  Workpapers  ·  Admin →
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  12. Reporting on XPM - I need to run a report from XPM that shows me ALL our clients who haven't had a job booked in yet showing the name "2023" so I can then chase them for checklists.

    I can't see how to run a report that shows this. I really don't want to have to run multiple reports and compare things off - with over 1200 clients this takes an awful long time.

    There has to be a simpler way.

    3 votes

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  13. Please add the account code column?
    I also wish to have the exported documents sorted by account code or account name.

    4 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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  14. Wouldn't it be great to be able to link the Prepaid Borrowing Costs from the Balance sheet to the Borrowing Costs working paper and have a journal entry that filters through to Xero for the annual write off amount. This is a such a simple thing that would once again save time when it comes to processing.

    3 votes

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    0 comments  ·  Workpapers  ·  Admin →
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  15. Would it be possible when pulling account transaction reports from Xero to add the account name, instead of having it say Account Transactions?

    3 votes

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     ·  2 comments  ·  Workpapers  ·  Admin →
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  16. Please revert the staff page back to the old format.

    What used to be able to be accessed all on one page, you now have to click through on to 10 different pages to access the same information, and then this involves scrolling through so much wasted "white space" as well.

    Why are you insisting on pushing through with these changes to your programs which actually make more work for the people that use them.

    And the consistent change to spread everything out so that you constantly have to scroll and scroll and scoll - why. Your need for so…

    3 votes

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  17. Under the Queries tab, Internal Queries and Review queries should contain a link to where the query was posted, so reviewer/prepared, can be taken to the specific item - Eg. Preparer makes note for income item under A5 - Analytical Review, Link should be enabled so Reviewer can be directed to query sitting under A5 - Analytical Review.

    2 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  18. I would like to produce a remittance report that details which invoices the credits have been allocated to

    2 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  19. Can you please allow Estimated Billing dollar amounts and WIP data to be accessed by third party approved apps.

    We have FYI Docs connected and they integrate with Xero Job Manager. They can only show WIP on jobs as time amounts not dollar values. Seeing actual WIP in hours is pretty much useless.

    This is critical for our practice as we use FYI Docs Job Manager. We currently have to also have a excel document running along side it that needs manual updating so we can view Estimated Billable amounts on jobs compared to the budget.

    5 votes

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  20. Please make the field "Automatically Retrieve from ATO" available to select in Report Builder to be able to create and run reports with this field in it.

    22 votes

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