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For accountants & bookkeepers

For accountants & bookkeepers

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1454 results found

  1. ACh deposit

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  2. It would be useful to be able to file historic tax returns prior to the dates shown in Xero. I have a client who submitted his own accounts but has never submitted his own tax returns so we need to file 4 returns for him but we are only able to go back 2 years.

    1 vote

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  3. GST Return Export

    It is annoying that the new GST return layout does not export the essential fact that it is a GST return and the period. The new GST return now just exports the business name and the end of period date.

    It needs to have the words "GST Return" or similar.

    1 vote

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  4. There are three documents that we are often chasing clients for as accountants in order to do accounts or self assessments -
    - Loan statements which show the year-end balances and the interest amounts (for example on the bounce-back loans).
    - Bank statements which show the year-end balance to check the accounting software pulled in all the data correctly.
    - Mortgage Interest statements (for self-employed clients who work from home or landlords on their self-assessments).

    We do ask the clients for these, but it's often difficult and very time-consuming for the client to get hold of (and sometimes they just…

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  5. An option should be added in Xero settings, company settings, to manually enter the start date (at the moment you can only enter the end year date)

    There should be an option to extend the settlement period manually in the balance sheet to generate a report.

    When a company changes status to limited in the middle of the month, the first settlement period is extended by that half of the month (e.g company start January 18, 2023, end January 31, 2024), the balance sheet should show the settlement on these dates (and not from February 1, 2023 to January 31,…

    1 vote

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  6. Hi, It would be great to see customers who exceeded their credit limits on the dashboard. We push sales invoices from third-party app therefore we don't see alerts if someone has no credit limit left. If we could see a list on the dashboard we could act immediately. Thanks

    1 vote

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  7. Ability to have schedules with both figures from Xero and checkboxes within the same schedule.

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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  8. Bulk entering of Annual Leave for Yearly Closure. Currently I do this per employee and we have 40 employees.

    1 vote

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  9. Please add ability to reorder accounts (lines) on a workpaper in Xero Workpaper. This is painful both for automatically populating workpapers (which go in the impractical alphabetical order) and custom workpapers (where every new line is added at the bottom...).

    1 vote

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  10. There should be a way in the rental property summary that can be printed for all properties owned by an individual that combines them rather than a separate page for each, so that it is easier to compare the properties to one another or even just the option to download the rental schedules as a CSV.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  11. At the moment Xero allows you to change a CIS invoice etc that effects the CIS return that you have already submitted. It doesn't tell you that it would need to be resubmitted or that your action will effect your CIS report. Would it be possible for Xero to alert you that your action will effect the CIS report already submitted and advise you to resubmit it.

    1 vote

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  12. To minimize the maximum organise for bout party to be aware to not to be niglected

    1 vote

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    1 comment  ·  Hubdoc  ·  Admin →
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  13. It would be so useful if we could have the option of being able to schedule the payslips to be automatically emailed to employees on a specific day rather than having to manually do this.

    1 vote

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  14. Hi there

    Just wanted to comment on the new Xero Depreciation look worst than before. I was hoping to see that there will be bulk select for disposal or delete available. It didn't improve the product but go back instead.

    Thanks
    Irene

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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  15. ATO prefilling summary to include column displaying relevant Tax Return Label next to prefill information

    Example (Individual Tax Return - Bank Interest)
    Gross Interest $x,*** Label 10L

    Example (Managed Funds Distributions)
    Non primary production income amount $x,*** Label 13U

    Currently the ATO prefilling summary does not show the Tax Return Label which information will be prefilled into. Inclusion of Labels will make reconciliation between prefilling and Tax Return easier.

    2 votes

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  16. Could xero consider reducing the size of text/fonts on the screen. I don't need super extra large enormous text to do my work. Everyone walking past or coming to speak with me can read my screen and see bank details and values, employee names and $ amount and so the list goes on. I have already asked if there can be a bland landing page so that bank accounts (Including balances) are NOT the default screen. Anyone standing nearby can see this information when Xero starts. Both of matters limit confidentiality and most users don't need this sort of exaggerated…

    2 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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  17. Please can you generate a Expense Claim Detail Report that can also show the description details of each claim making it much easier for the client when approving expenses?

    1 vote

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  18. It would be helpful if there was a payroll report which shows any variances since the prior month's payroll run.

    1 vote

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  19. Fixed assets module - allow an asset to be split. This would be useful in cases where an asset was purchased as a group but not all of the group are being sold/disposed at once.

    1 vote

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  20. I find it strange that in the past, we were able to view the final leave dates for historical employees. This feature has now disappeared, the only way to find out when somebody left, is to go to their individual record. Not very useful if you have hundreds of people on your payroll books.. Very crucial requirement for pension declarations, etc... Anybody found a way to get around this? Thanks

    1 vote

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