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For accountants & bookkeepers

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193 results found

  1. Allow users to easily consolidate their entities to form a consolidated P&L and BS

    1 vote

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  2. Show currency under compared years in report.

    1 vote

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  3. The facility to export statements to CSV files has been removed
    We need this option back!

    1 vote

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  4. Have a setting that requires Location and Department fields to be completed before a bill is allowed to be approved.

    1 vote

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  5. Allow journals to be posted with unlimited or over 2000 lines.

    1 vote

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    1 comment  ·  Xero HQ  ·  Admin →
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  6. Currently when a report within a report template is longer than one page (Notes report for example), on the second and following pages there is a large gap/white space at the top of the exported PDF report.
    Would like the ability to reduce the amount of white space at the top of these pages.

    2 votes

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  7. Starting from July 2024 Malaysia government implement e-invoicing. It would be grateful if Xero could integrate with LHDN. It will save lots of hustle and time to upload the invoices into the portal. Hope this can be done before the implementation begins.

    https://www.hasil.gov.my/en/e-invoice/

    8 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  8. When posting a payment for an invoice in USD $ (standard UK currency GBP) the payment asks for a FX Rate on the old invoicing you could see the FX rate - but on the new invoicing you cannot. It would be good to see the FX rate rather than having to add another step and go to xe.com to get a rate

    1 vote

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  9. 2 bank transactions to match 4 bills in reconciliation not using overpayments

    1 vote

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  10. Enable payments to a GL account.
    It would be awesome if there was a quicker way to enable/disable payments to an account. Or have an additional column on the COA so it's easy to see which have payments enabled. Alternatively, be able to run a report on this.

    1 vote

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  11. HQ Client Groups - Default group to display on login rather than having to select each time. My groups include simple things like Every Day clients, and Annual clients. I want my everyday clients to be all I see when I login and I can go searching for the others if needs be. Without this default group function I've got a list twice as long as needs be for 95% of the year.

    The old client list allowed for a default group, why can't the new one? These improvements are supposed to be about reducing the number of clicks required…

    1 vote

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  12. Xero HQ Should have functionality to generate Ledger, profit and loss account and balance sheet for all the clients in one go under sitting under practice. This will help to understand clients business performance etc and will make peer comparison easier.

    1 vote

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  13. Add 'Client reference number' to column customization

    would be really handy to customize columns and see the Client reference number

    3 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  14. We have an issue with our Xero clients where we ask them to reconcile their accounts and let us know once completed so we can process their BAS.

    The problem is that they never let us know so we have to go in to each client and see if they have reconciled up to the end of the prior period. This is very time consuming.

    Is there a way that on the My Xero screen, there can be a column with some kind of indicator when a month or period has been completed?

    This could be a quick visual guide…

    10 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  15. Remove the limitation on posting manual journal entries to bank/cash accounts. I end up spending way too much time on manual workarounds (payroll entries for example, you have to use a "bill" to replace the functionality of a journal entry). It ends up taking way more time working around the limitation than its worth. As a new user of Xero, I'm incredulous. I've worked with multiple accounting software platforms over the years, and never been exposed to such a massive limitation like this. It's almost a dealbreaker, and for some clients it certainly is. I've been looking for a viable…

    3 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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    Hi Scott, appreciate your feedback of what you find both good and limiting when using Xero. 

    When you mention the need to create manual journals to bank or cash accounts are there some common situations you find yourself needing this? 

    For the payroll transaction I wonder if bank rules could help identify and create the transaction in Xero for you, rather than having to enter this as a bill? 

    Bank rules and the use of spend and receive money through reconciliation may also be able to help for other scenarios too? 

  16. I would like an e-mail that could be sent directly from XERO requesting the the W9.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  17. Has anyone else noticed since they made the dreaded and catastrophic changes in the contact view screen that you can't easily drag and drop attachments anymore?
    Now you have to go to the files tab first and drop it in the predefined window. You used to be able to just drag and drop anywhere in the window and it would attach.

    You also used to be able to add documents from the files section like you still can with the bills and invoices, this feature no longer exists in contacts so now you have to download the document from files…

    1 vote

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  18. Home page or landing page -- can you put the "go to xero" button on the left of the client's name? The new page makes it so I have to scroll so far to the right to get to those buttons, that I no longer know which client is on which line of the table. It is harder to log in and go directly to my client's books now.

    5 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  19. It would be great if ALL users (ie practice staff) in Xero HQ could see all Xero files. It should be obvious on the list which are accessible and which are not (ie if you didn't have access, the Xero org name could be greyed out)

    In terms of access, if a particular staff member did not have access to a Xero file, they should be able to request access from a HQ Administrator (with mange user access of course) which can be granted easily. Would be handy to have a 'Why' comment field so the approver knows the context…

    22 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  20. Improve the look of the client signatures on document packs. Particularly with the financial statements, it includes a date and a name but this already is present on the document.

    If we could have different elements for name, signature and date that would make it look clearer.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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