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For accountants & bookkeepers

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229 results found

  1. Automated bank rule reconciliation.

    A choice for a bank rule to be automatically reconciled - once created a option to select if you wish for the bank rule to be reconciled to remove the need for manual reconcile.

    This would be ideal for monthly direct debits and standing orders e.g. bank charges, drawings

    1 vote

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  2. Able to apply overpayment in new version

    1 vote

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  3. Within Xero it is difficult to amend a bill if it has been paid without unallocating the payment. If this payment is part of a large payment run, you have to unallocate the whole paymemt file? this could be across hundreds of invoices. Could there be a way to unallocate a single payment entry from a large batch payment??

    2 votes

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  4. As accountants we create a custom report. Can we use this customized report for all clients across our firm ?

    1 vote

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  5. You heartily pat yourself on the back for a job well done in the latest blog post re: product updates, while missing the point completely.

    Cool, you now hide empty notes in the financials automatically, but you DON'T recast the numbering of the notes, so I still have to go through and click '...' -> 'Hide' anyway.

    Looking at the Balance Sheet before doing this the numbering goes:
    - 2
    - 3
    - 5
    - 15

    Not very professional now, is it.

    2 votes

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  6. I would like to request the return of the nice simple professional looking GST Returns and Printouts as the new layout is unsuitable to be sent to Clients and printing out the GST Returns and details now appears spread over more pages.

    3 votes

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  7. 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.

    3 votes

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  8. Please add a column in Xero HQ, not unlike "unreconciled items" that notes the STP status of connected Xero organisations. Options to flag in this column are "STP 2 not setup", "[Year] Finalisation outstanding".

    1 vote

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  9. When requesting a transfer of the subscription, display a list of current users so that one can be "ticked" / selected as the receipient. As generally these are the clients anyway.
    This would ensure correct details, as the user name and email address is already in Xero.

    3 votes

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  10. IF statement based on variance data.

    I am not sure if Xero HQ is where it needs to be requested, but the FORMULAS in REPORT EDITING are too strict. Please allow FORMULAS to include VARIANCE data/coloumn. I want to create a report that allows FORMULA to be driven from the variance data only - and not include other bulky data not required. For example, in the attached screenshot - I only want to show the GREEN data. TRADING INCOME = a group of accounts, summarised. Variance coloumns are XERO coloumns. BONUS = is to equal 30% of the increase IF…

    1 vote

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  11. Income by contact Detailed report! to show all invoices, itemised that are on

    1 vote

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  12. I propose an update to the formatting of the cheque stubs so that summarize the list of bills that are being paid by cheque on the stub, not the individual line items.

    I have a client that owns 12 franchise restaurants. Some of the bills that are received have to be split 12 ways. if multiple bills are received, we're looking at that many more lines on the stub. Can we please update the format of the stub to summarize the bills that are being paid to avoid confusion for vendors?

    The attached stub is a payment for 3 bills.

    1 vote

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  13. It would be good if the date on the compilation statement updates to the "todays date" instead of it staying as the date of when we copy and edit the previous years financial to the current year.

    1 vote

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  14. Bring back the ability to extract a list of payroll clients so that we can know the clients who might need assistance with EOFY payroll functions.

    3 votes

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  15. Once a bank authority form is uploaded, it should tell you whether it is being processed or there are errors with the forms on the page. Currently there is no feedback mechanism until days or weeks later via email.

    2 votes

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  16. New GST Return

    Can we take off late claim transactions from finalised GST return specially when we don't include late claim. Also can we have the ability to change to portrait rather than landscape the finalised pdf report.

    Thanks

    1 vote

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  17. Partner Plan Keep GST Cashbook

    3 votes

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  18. We need a transaction list for all contact where the unapplied payment amount reflects. It is very difficult to compare our Xero statement with transaction list from a supplier (or debtor for that matter) if you have to export the Xero report on the contact to be able to add up all applied payments and then only be able to compare statements.
    The Contact summary Report should have the option of seeing the report with applied payments or show the payment amount as it came (or was paid out) to suppliers / customers.

    1 vote

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  19. Xero should allow accounting professionnals the ability to EXCLUDE FROM ALL REPORTS all transactions that Xero automatically generates as a reversal because of a modified transaction. We should be able to only report on final transactions and not any of the prior corrections.

    It would be great if Xero would allow for a "historical" report where these transactions can be exclusively reported on.

    1 vote

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  20. I reckon Xero HQ - client group is an excellent avenue for sending bulk information, or request information, however, apparently when generate a new Bulk Query for the group, it's becoming difficult to allocate the particular group. the XPM group information sync with Xero HQ, in our instance, there are over 350 groups, and the search function for the group, appears is not working.

    1 vote

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