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For accountants & bookkeepers

For accountants & bookkeepers

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  1. 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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  2. I have recently started switching clients to the New BAS Experience - Full BAS.
    I run the Activity Statement and export it so I can check the "Transactions by Tax Rate" and make changes.
    I have noticed that when I click back on the "Summary" tab, the report does not automatically update (it does under previous BAS experience) and there is also no "Update" or "Refresh" button.
    The only way to get the report to update is to hit the refresh on the web browser.
    This is another case of removing functionality.
    Please make the report auto update, like it…

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  3. It would be good if XPM automatically archived tax returns once assessed or maybe at a certain date, for example all 2022 tax returns archived when we are doing the 2023 year

    7 votes

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  4. It would be useful if there was a section that allocated for notes screenshots to be incorporated into the notes on workpapers for each profit and loss and balance sheet item. This will allow for a screenshot from an email for example to be copied and pasted onto the notes section.
    (as opposed to saving this and then dragging it as a document). These notes should also somehow be linked (similar to documents) to each line item of the profit and loss so that if you ":click" on a notes icon the note pops up and you can make the…

    1 vote

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  5. Opportunity to provide explanations for significant changes in balances (specifically profit and loss items):

    • It would be useful if the PNL review section of Xero Workpapers had an area to incorporate commentary on significant variances or that a balance is not material and therefore no further work on the balance has been performed.
    • This would add value in that you won't have to upload separate documents for each profit and loss line item
    4 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  6. 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…

    47 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  7. I would like to do a bulk update of the supplier configurations in HubDoc to set the "Configure rules for Xero" to "off" so that we can begin our configurations from scratch. Doing it maunally for the number of suppliers we have is very time consuming so I would like to request assistance in making a bulk change.

    The automated help agrees it a good idea and suggested the following

    "To bulk update Hubdoc suppliers, you can follow these steps:
    1. On the Hubdoc dashboard, click the settings icon.
    2. In the Manage Accounts tab, select the Suppliers tab.
    3.…

    7 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  8. Two ideas:

    1) Need Bookkeeper and Senior assigned

    At the moment, there are only 3 levels "Assigned" "Manager" & "Partner"

    On bigger jobs you may have 4 or 5 people involved, which is not possible. Please can you add some more levels eg Bookkeeper, "Senior" or whatever you want, (a custom field would be even better!). Maybe remove the word "Assigned" as it is too vague. (eg what is your job? Answer: I generally get assigned)

    2) Senior to to Approve

    Following on from (1) it would be good to have an option at least for the "Senior" to approve…

    1 vote

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  9. It would be great to see the budgets easily when we open the Jobs tab in XPM. This will help us have a quick glance at the budget for each job rather than opening each job in a new browser tab or generate a report.

    28 votes

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  10. We use multiple tax agent numbers across our business yet when we lodge STP reports via the client's organisation, we can only use one tax agent number for all clients as Xero only allows for one tax agent number to be set in Xero HQ.

    This is causing many issues, including staff and clients inadvertently updating tax agent details in the STP lodgment area on their own file, which is then updating the tax agent in HQ for all STP lodgements.

    It is also causing issues with tax agent appointments/linking, where the client has to appoint one agent number for…

    8 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  11. It would be great if they system would not allow disbursements/ costs to be added to closed jobs.
    This can cause a lot of admin work when Xero fees are bulk imported to our clients accounts job but is then closed once the accounts have been completed. We have too ensure the job number is updated on the import each time we close a job as the system will allow bulk uploads. It would be great if an error code showed and did not allow this to occur.

    22 votes

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  12. Xero Tax UK. Please could you add in the option for estimated figures as well as provisional figures as they are not the same thing!

    There is a distinction between estimated figures and provisional figures on a UK SA tax return. Currently, Xero UK SA Tax only has the option for provisional figures which means that you will come back and revisit the tax return.

    We also need the option for estimated figures which are your best and final estimate so no intention to revisit the software. Other UK tax software has this!

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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    Thanks for raising this, Penny. We've checked the SA100 and can see that there's only a box for stating that provisional figures have been used and this is why we only included this box.

    It'd be great to understand your expectations on what a separate estimates box would do and what you have experienced in the other software you reference. Is this for an internal note, a note to HMRC or does it create a note on the report to the client? Thanks

  13. In the job list screen, it would be great if you could either customise the "priority" so that jobs appear in the order that you need to complete them or if you could simply move them to the order that you would like to complete them in.

    3 votes

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  14. Can you please make it so that we can include discounts on invoices that are uploaded through Hubdoc?

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  15. To have a function that essentially works as a sticky note on the details page of the clients file. Although there is the notes function, it it easily lost within the multiple tabs, however if something was right there on the home screen for all to see it isn't as easily missed/ignored. It could be something simple like a staff member has been trying to get in touch with the client, or bringing attention to an address change, noting the preferred method for documents to be signed etc.

    31 votes

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  16. 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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  17. Allow mapping of tracking categories in Xero Tax.

    Xero Blue is better catered for tracking category use as opposed to subaccount creation, however, tracking categories from Xero Blue are unable to be mapped in Xero Tax. Therefore, manual entry is required to populate multiple schedules in Xero Tax.

    Example:
    • Client has two Rental Properties, therefore will have two Rental Schedules in the ITR
    • Income from both properties is mapped to a singular GL Account ‘Rental income’
    • The Income in Xero Blue file is segregated by tracking category option, e.g.
    o Tracking Category: Property
    o Category Options: Property…

    12 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  18. Hey Team
    The Sign status under the 'To sign' tab can this be changed from 'Out sign' to 'Out to sign', as it more clearly defines the status of an outstanding return.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  19. Client Search History: being able to see the clients in XPM that you have searched for recently/previous 24hrs. When needing to go back to a client you recently searched and updated etc and need to go back into same client or cannot remember client name etc. Would have thought this would be 'standard feature' as in other progams we use

    3 votes

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  20. Some clients want to review their tax return on a PDF format hence it would be helpful if there's an option to put a "draft" water mark

    26 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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