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For accountants & bookkeepers

For accountants & bookkeepers

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1404 results found

  1. Can Xero please provide a fixed asset depreciation forecasting report?

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  2. Xero Practice Manager integrated nicely with Hubspot for about 10 years. Quitely it's been killed off in 2024 for some reason.

    XPM is a major practice management platform, and Hubspot is a major CRM. I don't know why Xero would kill off the integration. But as a practice we need to have the ability to easily market/email etc to our client database. Without an integration in 2025 this is crazy.

    The development work would be minimal considering it was already working, and even working with the single client record.

    So please turn the integration back on for your partners.

    2 votes

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  3. Have option to Show Account Code on Spend Money, Bills and all Reporting.

    1 vote

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    1 comment  ·  Xero HQ  ·  Admin →
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  4. 1) In financial details of suppliers - to be able to input whether they are paid by Direct Debit and a date if applicable or Bank Transfer etc.

    2) Aged Payables report separating out direct debits from manual bank payments.

    This would be so handy to be able to provide clients with a list of expected direct debit outgoings and a separate list of manual payments requiring payment.

    2 votes

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  5. When preparing future year return, in my case, FY2025 tax return for one individual client, even though it shows 2025 tax year, Xero tax is actually FY2024 tax rate for calculation. So the result is not accurate. Will Xero Tax fix this issue in the future?

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  6. On the Account Transaction report would like to see in the filter to add 4 additional columns for better auditing purposes. Date Created, Last Date Modified, Created by and Modified by. Right now you need to go into each transaction to see the audit history. If would be nice to print the report and see all modified transactions and by who.

    1 vote

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  7. When using Tracking Categories on the balance sheet, we should be able to assign specific bank accounts to specific columns (or tracking categories). it would just be a feature where the balance "as of date" just displays in the column, regardless of all the prior transactions.

    Additionally, when paying loans, if a tracking category is assigned for balance sheet tracking purposes using columns, the Bank Balance that is transferred to the note becomes a Liability on the balance sheet. This is crazy. You're essentially reducing the Note liability balance & then increasing it by the same amount as a negative…

    1 vote

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  8. Add a feature to upload supplier statement. This is then checked against the supplier account and report if any invoices are missing. This is a standard feature in Autoentry.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  9. Need to be able to export the data or run a Report on the data for the Tax/Statements/Transfers tab screen.

    OR, add the ability to filter in the screen for the Return State column so that it is possible to view only Filed state and higher.

    2 votes

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  10. In other accounting management software, you can allocate WIP to a previously posted invoice. This is a really handy feature which prevents WIP being written off if a job has already been invoiced and no further invoices will be raised.
    It helps with budgeting and KPI's (preventing WIP writeoff).
    There are enough times when it has been needed, e.g. after a job has been completed and invoiced, and new information comes to light requiring a re-work.

    4 votes

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  11. My company operates from multiple sites. Would like the ability to customise the purchase overview page, so you can filter on the sites

    1 vote

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  12. Add option for second week under XPM capacity settings to allow for 9-day fortnight. With the current setup only allowing for one week, this impacts the staff KPI reporting rendering it bascially a useless feature.

    3 votes

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  13. The recurring job search is sensitive to macrons etc so clients are not showing up when you search. This is unlike the client search which picks up the client whether there are macrons or not.

    2 votes

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  14. New feature that enables accountants in the UK to prepare accounts and tax returns for clients that do not use Xero.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  15. Recurring jobs - add or change tasks & costs for each recurring job

    2 votes

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  16. It would be useful if Xero could show when a subcontractor is verified with HMRC, due to the two year verification rule.

    If the date of verification could be shown on a report that would be great, then it would be easy to identify if a re-verification is required.

    1 vote

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  17. To be able to view a list of documents that have "not" been published to Google Drive or DropBox. With the ability to filter and bulk publish would be a really useful feature to have

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  18. Within insights you should be able to change the date ranges for data so you can see for example revenue for 12 months etc.

    1 vote

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  19. Document packs. Signers contact details and email addresses should be accessed from Contact details already stored for the client. At present they have to be located and copied manually when adding a signer to a document

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  20. Need the option to add multiple organizations to one client record. At present we are forced to create a duplicate client.

    2 votes

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