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For accountants & bookkeepers

For accountants & bookkeepers

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1408 results found

  1. Have the ability to search the client list by TFN or ABN

    22 votes

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  2. Provide the ability to rename the Partner and Manager field. EG change them to Manager and Accountant

    4 votes

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  3. I'd like to add a credit card payment method like in Xero Blue to our invoices in XPM as that is where we create and send invoices from.

    4 votes

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  4. With the updates happening around Xero HQ, it would be a great time to be able to provide additional search functions on the Practice Client list. At a minimum, being able to sort by "Unreconciled Items" would be very helpful.

    5 votes

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     ·  3 comments  ·  Xero HQ  ·  Admin →
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  5. Delete Multiple Jobs. When you want to cancel/delete a job, you have to do this one by one. This is okay but if you have like 30 BAS jobs from x client, it is a pain to delete one by one.

    16 votes

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  6. Improving XPM Workflow Capabilites with Seperate & Specific Job States & Automation Triggers

    Seperate set of state for different job templates/workflows. XPM currently only has one set of job states. there should be the ability to have multiple for different jobs. These states should also be able to be transferred into a kanban board view and when the job state is changed either by drag & drop or dropdown certain automated actions should be triggered such as automated emails or deploying client or internal forms to be completed etc. At the moment the XPM's workflow capabiliteis are extremely limited.

    3 votes

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  7. In the bank account tab it would be good to have a tick box where you can select the accounts you want in your report. I have some client with 6 or more different bank accounts. If I only have two with un-coded transactions, being able to tick those two and then run the report would be practical and easier for my clients to follow.

    21 votes

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     ·  4 comments  ·  Xero HQ  ·  Admin →
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  8. Current: Signatory name and email address for Document Packs are manually typed in (once per pack).

    Issue: Manual input is repetitive, error prone, and requires switching tabs.

    Request: These details usually exist in Xero HQ already, so I'd like to be able to select my signatory from this list.

    Potential future features enabled by this:
    When a signatory is selected this way, other signatories could be pre-populated in the one-click right-bar based on whether they've been in the same group of signatories in a previous Document Pack.
    History of Document Packs attributed to each Xero HQ record.
    Document pack creation…

    10 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  9. Document Packs - User permissions

    The ability to lock down who can prepare doc packs vs who can send them. ie. We want admin to prepare but Director to send. Suggest view / prepare / send.

    3 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  10. Partnership LLP Accounts and Tax - SA800 for multi member partnerships. Including the ability to produce individual allocation report of profit/loss for both UK members and overseas members

    74 votes

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    36 comments  ·  Xero Tax  ·  Admin →
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  11. Ability to create historic workpaper paper packs over 6 years old would be helpful for those clients that need their accounts brought up to date and need to prepare financial statements over 6 years old.

    4 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  12. To have the ability for the Cover Letter box ticked permanently when preparing tax return and activity statements

    13 votes

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     ·  5 comments  ·  Xero Tax  ·  Admin →
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  13. When using the start button in the timesheets in XPM to track time on a job, the option for a pause button to pause your time, then to unpause and keep recording your time.

    153 votes

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    Hi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.

    However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.

    We will keep let you know if there is any progression to share here.

  14. Many of the to-do items under tasks aren't useful or applicable to us. We would love the ability to add meaningful to-do items to our tasks as a default, not on a job by job basis.

    3 votes

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  15. Documents Pack - When you have multiple people signing a document, it can be specified the order of the people signing the documents.

    9 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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    Hi everyone, while this is something our team began looking into, unfortunately this has been put down with other more immediate work taking priority.

    Hopefully they will be able to pick this back up down the track, but we'll move back to Submitted for now and continue tracking the interest here. I'll let you know if there are any more changes.

  16. Similar to ability to restrict access to Xero Tax, its critical if we can have the ability to restrict access to certain client details. Currently you can search for any client details and there is no way to restrict access to this information. This functionality would be extra help for partners & staff members who are also clients of the firm.

    45 votes

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  17. Ability to re-order 'Document Type' list - to make it easier to select the type I use most often. (and not have to scroll down to get to 'credit memo'.

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  18. It would be excellent to be able to see if a client has viewed the Xero Sign email pack.

    11 votes

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  19. Bulk edit milestones
    I am trying to utilise the Important Dates page in the Job Manager and there is older jobs that are clogging up the page with overdue milestones that no longer apply. How to I remove all of these in a bulk process? There is over 3000 milestones that need to be removed. Currently support has told me there is no way of doing this apart from deleting each milestone on each job one by one.

    15 votes

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  20. When I use Xero tax it pre-populates the tax agent number overriding the previous entry in the previous year. We want this to be the client phone number due to we want the ATO to contact them.

    Every tax return it is taking manual labour to change the phone number from the pre-populated phone number.

    We'd like the option to pre-populate the client phone number like other client information.

    We'd prefer to not have to delete any details to replace the phone number and this was resulting in tax return error.

    29 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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