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For accountants & bookkeepers

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1408 results found

  1. Please allow us to disable the duplicate bills function. This is beginning to take me more and more time every day. I have lots of invoices/receipts for the same amount -i.e. parking, regular weekly supplier invoices (who don't always include invoice numbers).
    I honestly can't see what this function helps anyone with - we already have the duplicate function if all the invoice details are the same when entering - so this seems like overkill.

    Please either get rid of it completely - or at least let us select all to ignore.

    I would just ignore them completely but was…

    1 vote

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  2. General Ledger Detail - Opening Balances - The Option in More..allows you to tick the box to include Opening and Closing Balances, but when the report runs it does not show the opening balances. Please fix this up.

    1 vote

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  3. individual tax return shouldn't validate if tax claim code A used in Medicare section but a spouse is reported , or should at least be a warning ...?

    1 vote

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  4. Customize the invoice template according to the need of the organization. On the template over the setting it should give the possibility for adding extra rubrics or fields that it will appear in the invoice as a separate section and just not adding in the "Description" field. Especially when we have to use two currencies and the exchange rate. And also when print the invoice out it doesn't as on the print preview.

    1 vote

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  5. Please provide functionality in Xero to turn off the contact name suggestions when creating an invoice, bill, receive money or spend money transaction. This is very frustrating especially if you make a mistake and it saves it, it is there forever. Also the list can get quite long. We need to delete the names that are not required anymore from the list. Please, please fix this issue up.

    1 vote

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  6. When you mark a PO as billed and copy to a draft bill the files attached to the PO don't remain with it and attach to the draft bill. Very annoying that you have to re-save the file and re-attach it to the bill

    1 vote

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  7. Importing and Exporting Bank Rules is a needed feature. It saves time with new client set ups and transitions from QBO files.

    1 vote

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  8. Importing and Exporting Bank Rules is a necessary feature to help complete with QBO. I've been slowly clients to QBO, but the bank rule process is tedious to rebuild in Xero one by one. I also would like to have a way to bulk delete bank rules for client that disengage.

    1 vote

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  9. I would like to suggest to enable the function of duplicates on customised draft reports within
    a particular Company and allow such reports to be made available/ export to the Report Templates at Xero HQ. This is simply to made easy of re-inventing / re-modify the entire skeleton of the reporting contents. This situation is applicable when we are preparing management account for various clients of identical industries.

    0 votes

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  10. We should be able to prepare and view future VAT returns where there are multiple unsubmitted returns. Ie. able to prepare multiple VAT returns for client approval at once. Currently, they have to be prepared and submitted before the next quarter's return is visible.

    1 vote

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  11. Generating in Xero self-bills and emailing them to the suppliers with attachments of supporting documents (xls files)

    1 vote

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  12. Can we have the control to change the color scheme/add logos etc to the email receipt clients get when they have paid an invoice by clicking on the email and paying through stripe/PayPal et. Currently it is very unbranded and not in our corporate colors. Thank you

    1 vote

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  13. ability to run customer sales reports for all contacts showing sales for a selected month/month, year/year

    1 vote

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  14. Can we get an option to add a password when setting the lock date so that once set you can only change it if you have the password. It would then stop clients changing it after the accounts have been submitted.

    1 vote

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  15. When preparing 2025 financial statements in Xero, will Xero be implementing a system to allow for varying tax rates for Trust's?

    For example, 2024 Trustee tax rate at 33%, however the 2025 Trustee tax rate may be 39% or 33% depending on the Trustee Income, and if it is under $10,000.

    It would be great if Xero were to implement a system to allow for this.Otherwise, a manual work around will be required, which could create human error.

    I'm sure all tax practitioners across the country are hoping for an update from Xero.

    8 votes

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  16. It would be very helpful to have a function available to search for a client under their business name. We have a lot of clients who are sole traders that have a registered business name and it would be good to see all this in XPM and be able to search for the business name to enter the client profile.

    3 votes

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  17. Please can you include the workings (which are long and complicated) for top slicing relief on an insurance bond gain in the "schedule of data" report which I find to be very basic compared to what my previous tax software provider included. Otherwise it is fiddly and time consuming to check this manually.

    1 vote

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  18. I'd like to be able to add a sticky note to a client's Xero, for any reminders, tasks or notes, that will popup when we open the client ledger.

    1 vote

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  19. Essential for cash flow and projections, an annual report divided by month that includes source and base currencies.

    The "Account Transactions" report currently enables us to overview all accounts (Balance Sheet and P&L) in both currencies (source and base) but lacks a feature to display 12 months alongside each other.

    1 vote

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  20. Would it be possible to match a VAT payment or refund to a VAT return?
    This way we could easily manage the status of VAT payments?

    1 vote

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