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For accountants & bookkeepers

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1282 results found

  1. If there is not already, it would be useful to have a proper cashflow summary report showing actual cash movements instead of having to balance against the movement in prepayments etc that come up in the current report.
    Same with my payroll, it would be nice to see net wages go out on one line and the PAYE paid on another.
    Thank you

    1 vote

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  2. Fixed asset register - We used to be able to add fixed assets in the middle of a financial year and enter an accum dep to date value within the entry of the draft assets themselves. Now we are restricted to the beginning of a financial year. This is a backward step. Why has the extra functionality been removed?

    1 vote

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  3. Our bookkeeper team is struggling to keep remembering the clients' staffs birthdays. Is there any chance we could have birthdays reminder when we do pay runs? Especially for all the junior staffs. Thank you.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  4. Provide the ability to schedule requesting on a daily basis the EFT Reconciliation reports in XPM, currently being a manual request locked behind Business settings permissions.
    Provide also the resulting reports in either a Custom Reports area or standard reports so admin staff without the Business Settings permissions can view the ATO EFT reconciliation reports, filtered by date and Tax Agent Number. Possibly add a permission to view these reports as a separate permission.

    1 vote

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  5. When you view a contact, and are on the activity view page, it would be great if the each line said what account the activity has been posted against. This way you could see all accounts impacted at once, and not have to click on each individual line item to see what account it is impacting.

    1 vote

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  6. It is frustrating that the default is set as 'yes' to collect tax via PAYE in xero personal tax returns. This would be the exception rather than the rule for our clients and it's very easy to miss this when preparing the tax return. It's unhelpful that we are unable to change the default to 'no'.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  7. In XPM jobs, have the option to view all timesheet narration and time spent in the financial tab. Currently, it only shows the task and time time/cost, but not the narrations. Previous Xero product WorkflowMax had the ability to show all timesheet narration of a job in the financial tab without clicking into the Billing Work Sheet. See attachment 1 for an example.

    1 vote

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  8. AUDIT CHECK FOR DIVIDENDS RWT AND IMPUTATION CREDITS IS TOO SENSITIVE - IT IS PICKING UP VERY SMALL ROUNDING AND ALERTING.
    Xero needs to allow for the "rounding" to be accepted - maybe expand the parameters. Unless we go into the return and round it up or down (which is a terrible waste of time) then the alert stays there, and we then get the scenario of anybody looking at the return wondering if there is an error and then they go and check - once again - a terrible waste of time.

    3 votes

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  9. Would like to be able to use ABN in a custom template for Job Brief, Invoicing, Purchase Orders etc in XPM

    1 vote

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  10. In the age of outsourcing, it is impossible to outsource pay run function to an external service provider (especially if they are based overseas) since they can view employee's personal info such as their Tax File Number, Date of Birth, Bank account Details etc.

    Once the subscriber or authorized accountant/bookkeeper has created an employee card, they should be able to restrict the access of outsourced partner to just doing the pay run. The outsourced partner should be able to just view the employee name to do the pay run. This feature should restrict their ability to change bank account details…

    2 votes

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  11. It will be great to have the feature showing on Invoices with CIS LABOUR AND RETENTION FOR CONSTRUCTION COMPANIES

    2 votes

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  12. We wish to undertake analysis by looking for the data contained in the "TIME PRODUCTIVITY - % Billable v Non-Billable Time - Staff Summary" report on a monthly basis in a tabular format.
    Unfortunately even though this report is called a "Table Report", XPM does not allow for the year to date date range to be entered but then have the data populate in the report on a monthly basis. Such a feature would greatly enhance a practice's capability of keeping an eye on the operational data for service firms like accounting and legal practices

    1 vote

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  13. In the 'Accounts Transactions' report:

    • In the Filter, under the 'Account type' could all of the sub account types that are visible when creating an account be added to the filter?

    • For instance sometimes I want to send a report of just the cost of sales accounts to a client.

    1 vote

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  14. I would suggest that Xero should provide direct debits from all your accounts in one report.

    1 vote

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    Hi Komal, just to make sur we understand the idea here properly. When you say you'd like a report of all direct debits, is this where you've made a direct debit payment for bills? Or where you have customers that may be on direct debit payments with your business? 

  15. Ability to specify from a list of practice Xero organisations where to publish XPM invoices, as the practice bills from multiple legal entities.

    1 vote

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  16. At the moment, within XPM staff permissions, there is either full access for managing invoices (view, edit, create and delete invoices), or nothing. Staff should have access to view previous invoices for tax return preparation, but not necessarily the permission to edit, create or delete invoices. Would like more access granularity for this feature.

    1 vote

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  17. It would be really handy to have a Tax Returns tab when viewing a client group. This would allow you to easily see at a glance the status of a groups tax returns, rather than clicking into each client individually.

    1 vote

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  18. Would like to be able to export data straight from the WIP screen

    1 vote

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  19. At the moment, we can only add one IR833 per client when doing tax returns. It would be great to have the ability to add more IR833 forms, as otherwise, if the client sells more than one property, we need to file the forms directly through the IRD, which can be time-consuming.

    6 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  20. Lock review points.
    Review points should not be able to be edited or deleted especially when done by partner. Manager should be able to respond but not edit or delete the original review point made by someone higher
    😃

    2 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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