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For accountants & bookkeepers

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1282 results found

  1. It would be very helpful if there was a Payroll Report that gives a summary of all pay items for each employee for a specific date range.
    This would be great at EOY when cross checking all amounts against the STP Finalisation figures to see if they match and in the right Pay Category.

    1 vote

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  2. XPM Billing - Ability to bill more than the WIP without WIP write-on.

    If XPM allows carrying credits forward for future use against more work in the future, similar to other traditional practice management software, that would be great. For example, Once we completed the job, we sent out the work with our invoice. If we can carry credits of an hour or two for clients to review the work, discuss and send back the signed copy, lodged & sent assessment etc. This additional time can be offset against the credits that we billed more than the WIP so we…

    1 vote

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  3. If we could upload Bank Statements to Bank Reconciliation, both Accountants & Bookkeepers have access to the balance of each statement; especially 30 June for Australia.

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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  4. 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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    0 comments  ·  Xero HQ  ·  Admin →
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  5. 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.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  6. 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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    1 comment  ·  Xero HQ  ·  Admin →
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  7. 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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  8. Partner Plan Keep GST Cashbook

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  9. Can you allow us to edit the dashboard in an org to more than just 2 columns as I have to scroll down a lot when there is plenty of space either side of the 2 column format. Maybe this is left over from when we all used to use 4:3 screens rather than the wider versions we use now?

    1 vote

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  10. Subject: Enhancement Request: Superannuation Payment Reporting

    Dear Xero Team,

    I am writing to suggest an enhancement that would greatly benefit our operations during tax return preparations. Currently, distinguishing between superannuation contributions paid on time and those paid late is a time-consuming and sometimes confusing process, especially for newcomers. I propose the development of a comprehensive report within Xero that automatically categorizes superannuation payments into 'Paid On Time' and 'Paid Late' based on statutory deadlines. This report should allow users to select specific quarters or custom date ranges, include detailed breakdowns with payment and due dates, and offer export options in…

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  11. The ability to produce personal tax submissions prior to 2020 from Xero Tax

    1 vote

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  12. 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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  13. I have a number of clients who require the SA102M Ministers of Religion pages. I'd really like to see these added to Xero Tax.

    1 vote

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  14. It would be great if Xero gave us more options to edit out Dashboards. Two colums are not enough, at the most I get to see four accounts before I have to scroll, they needn't be so large either. If they had three colums, and we could shrink the size of the 'boxes' then we could easily see a better snapshot of work to do and where the business is at.

    2 votes

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  15. Payment List

    Is there a possibility to add tick boxes to the supplier age analysis? The tick boxes would allow you to produce a payment list of only the ticked suppliers.
    The payment list can then be printed in pdf and sent to the payment department.

    2 votes

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  16. There needs to be functionality to have multiple trusts or superfunds with the same name i.e. Smith Family Trust or Brown Family Superannuation Fund, as ATO does no require these to be unique, without causing issue with invoices in Blue Xero or having to change the name in XPM to differentiate and have to change the name again each time you lodge. Same name trusts and superfunds is not uncommon.

    2 votes

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  17. I have just learned that XPM does not connect to Outlook and thus Client data is not synced. I thought this would be the most important information to sync with outlook, Afterall clients are who accountants communicate with most.

    2 votes

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  18. 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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  19. It would be great to be able to add source documents to Fixed Assets at any time, sometimes the original transaction does not flow through.

    1 vote

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  20. I would like to set an 'auto archive' rule at a supplier level. This would be useful for expense which have a bank rule set up in Xero. Eg Xero subscription bills, other subscription invoices.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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