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1321 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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    0 comments  ·  Workpapers  ·  Admin →
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  9. 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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  10. 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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  11. 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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  12. 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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  13. Client Insights - Exporting to excel for further analysis (e.g. by manager)

    5 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  14. Currently in Xero Tax, non-depreciable assets entered into the rental schedule do not roll forward into future income tax returns (ITRs), creating unnecessary manual data entry and inconsistency.

    Suggested improvement: Add support to roll forward non-depreciable assets (such as land) within the rental schedule when generating the next year’s return to maintain asset continuity and save time.

    6 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  15. Currently you cannot edit the DOB in a client record in XPM for individual clients you can only edit if you export the database and re import it. For GDPR reasons it is important that we can delete DOB when a client leaves the practice. Please make this field so it can be deleted if required

    1 vote

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  16. Currently, when mapping the chart of accounts from your financial statements in Xero Blue to the tax return labels in XPM, you can only map to labels in the business schedule section of the return.

    This means that accounts relating to other tax labels, such as rental property schedules, or other deductions, must be noted as "do not import", and then entered manually.

    It would be great if there was the ability to map these accounts, in addition to those relating to the business schedule, as it would lead to further efficiency gains for accountants using Xero's suite of products.

    16 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  17. on the Insights tab, be able to also compare YTD vs prior YTD

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  18. Returns Management User Interface (UI) - "All" Tab Improvements/Customization

    To improve handling returns by adding bulk selection and status update functionalities on the "All" tab of the Returns Management interface. Also, suggesting having a customizable UI to best fit our workflow preference.

    Key Features:

    Action Buttons
    - Located in the table header, these buttons perform bulk actions such as "Approved", "Out to Sign", and "Sign". They remain disabled unless one or more return items are selected.

    Checkbox
    - Each return item has an associated checkbox to allow selection. By default, these checkboxes are unchecked.

    Select All / Deselect All
    -…

    23 votes

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  19. Delete or archive draft Partnership returns in Xero Tax UK - if a draft is created in error it just stays on the dashboard, eventually showing as overdue and clogging up the dashboard's useful information. If full deletion is not an option, for audit purposes, then I'd like to at least be able to archive it and remove it from my dashboard view.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  20. Ability to generate a detailed Profit and Loss and Balance Sheet in the Statutory accounts for micro entities.

    2 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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