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For accountants & bookkeepers

For accountants & bookkeepers

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  1. Could we get a separate option on the User roles, where one can select whether a User should be able to edit an Invoice or Bill, after it was already approved?
    So that the User with this option (unselected) can create and even approve Invoices / Bills in Xero, but once the Invoice/Bill has been approved, they can not edit the Invoice/Bill again. Only a "Advisor" roll (where this option is selected) can edit or change the Approved Invoices/Bills.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  2. Client Insights - Ability to filter on GST registered / period please. This is so we identify the right clients to check if the bank account is reconciled and ready to review for GST filling.

    1 vote

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  3. Practice Manager - Audit trail for staff history

    It would be helpful to see when a staff member was deleted (and if so by whom) etc, also who updated staff rates etc, also would be better if we could archive staff rather then either having them forever or deleting them - after which you cannot see them in many reports

    1 vote

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  4. Currently hubdoc suggests that a document is a Credit Note and to check before proceeding. Can this be the same when a document has Statement written on it. I find that statements are often processed as invoices causing duplicate payments within Xero

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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    Good to hear that you find the Credit Note warning useful, Gayle. We don't have any immediate plans for adding the same for statements but we'll get a feel for the interest from your idea here.

  5. It would be good if the Date you set on the relationships tab is actually the correct date, not the day before.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  6. It would be good if you could scroll up past 2015 when adding a date on the relationships tab. Rather than having to press it, then reopen it to open up the next bit.

    1 vote

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  7. It would be a good to have a full list of naming conventions so you can import client job etc data in bulk, without having to "guess" the title name.

    1 vote

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  8. Extend the information in Xero HQ to include full client data.
    Information that would be good to see on each client information schedule would be;

    a. VAT registration date, this is required for security with HRMC so needs to be in one place when contacting them.
    b. VAT quarters (We do have clients that don’t use xero and this information is important)
    c. PAYE registration details (Not all clients use Xero payroll and equally flicking between various clients bookkeeping systems when on the phone to HMRC is a bit irritating!)
    d. UTR details for companies
    e. Tax district for Both…

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  9. I would like to create client-specific branded themes for management report packs that are only visible to a single client. The branding options available in Xero are generally applied organisation-wide and would be visible in the dropdown for everyone.

    1 vote

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  10. Create the ability to update time entries for draft bills.
    We often have a manager draft the bill and between the bill being created and it being approved by a director, there is additional time added to the job. If there was an option to refresh the bill to include all time before approval, rather than having to delete the bill and start again, that would be amazing!

    1 vote

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  11. Joint bank accounts need to be listed in the financial institution details of both parties in XPM. It would be great to have them linked so only one client needs to be updated and the changes flow to the other client, and into the tax returns for both

    1 vote

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  12. For clients not integrating with Xero - A standalone chart of accounts would be helpful

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. When entering time or selecting a job on a bill for example, it would be more efficient to be able to search the drop down menu of clients, rather than having to enter the first letter then scroll (especially the 'M's where there are so many Mr, Mrs, Ms and Miss clients!)

    1 vote

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  14. When posting an invoice as a fixed asset, why not choose the depreciation rate at that point, when the invoice is posted?

    1 vote

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  15. The User access for Workpapers is very poor. I find that I need to give the Staff high access levels in order to allow them to create and complete workpapers. Rather than just having a very basic Standard and Admin level, the names and levels of access should reflect more the sort of work that staff will be involved in. For example, you don't need to be highly qualified to set up a set of working papers for a new year that you can then work on, so staff members should be held up by needing line managers to initial…

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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  16. Workpapers Practice Staff Management is not integrated with XPM/HQ. User access should be manageable the XPM so that all Xero owned products Practice Staff access can be managed in one area. This would allow practices to control their staff in one place, rather than having to add and remove staff separately in the Workpapers App.

    1 vote

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  17. When the transaction is reconciled to a Bill that's been uploaded from HubDoc in Xero, it should mark the document as Paid in HubDoc. (Google's AI-generated answer says that this happens, but it doesn't on my account). That way it would be much easier to see in HubDoc which items still aren't reconciled

    Specifically, if a document is
    1) published as "Purchased, Awaiting Payment", and published to Xero
    2) that bill is then reconciled to a transaction in Xero, so that bill is shown as Paid and linked to Hubdoc
    3) then when viewing the document in Hubdoc, "Mark as…

    1 vote

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    1 comment  ·  Hubdoc  ·  Admin →
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  18. It would be good if we could update client info changes such as change of address or bank account changes directly in Xero that would then update on the ATO Portal. Having used this in another accounting package, it is an extremely efficient process that make sure the client info is updated at both sites. Making these changes directly through the ATO portal gives no (or very little) audit trail.

    1 vote

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  19. Would love the ability to have a permission that could be turned on for particular roles / people within the practice to be able to post time against ANY job in XPM (from any place).

    Frustration comes from needing to add admin / reviewer staff to jobs who don't require the job on their workflow list but just so they can easily add time to the job from the dashboard / quick timer.

    1 vote

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  20. Currently, Xero only provides a generic “Additional Disclosure” box when preparing accounts in Xero Tax. However, there are many cases where specific disclosures are required, such as:

    • Guarantees and Other Financial Commitments

    • Going Concern

    It would be highly beneficial to have the ability to either:

    Select from a list of standard disclosure titles, or

    Create a new custom disclosure title, which is displayed in bold in the final report—making the disclosures clearer, more compliant, and professionally formatted.

    Benefits:
    Improves compliance with reporting requirements.

    Enhances the presentation and clarity of financial statements.

    Saves time for preparers by avoiding repetitive workaround text…

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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