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For accountants & bookkeepers

For accountants & bookkeepers

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1282 results found

  1. Please increase the character limit in the Bank Account Name field to allow for longer business account names

    31 votes

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  2. When entering in the Franking Account in a tax return, you should be able to reorder the rows if you enter a date that is not in chronological order. Or alternatively, the system should be smart enough to re-order the rows based on date.

    37 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  3. Just a simple one!

    Next to the date of birth in Xero PM, could you do a little thingy so the age calculates and shows there?
    I've done my best Canva work in the attached to explain better!
    And chose my most favourite clients as an example :)

    139 votes

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    Hi community, thanks for all your inputs and support in this idea so far. 

    💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business. 


    If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here. 

  4. Allow Hubdoc to publish a receipt to an existing 'BILL' in Xero without creating and new transaction and duplicating the amount. Failure to do this forces the user to upload the receipt directly into Xero files instead or opt not to use the BILL feature in Xero and publish transitions in real time from Hubdoc instead. For those wishing to have all their receipts in a magical shoe box in the cloud (Hubdoc) it appears that this would be a way forward.

    91 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  5. I would love to see an improvement with Xero XPM NOTES.

    We seem to leave 2 types of notes.

    TYPE 1: is URGENT, we want people within the firm to see it and read it. It would be good if you could select this note to be a banner across the top of the clients screen. Similar to how if the client has a debt it shows at the top. (love that function)

    TYPE 2: is just an ordinary note that is sufficient with the current design.

    It would also be great if you could share notes across multiple clients…

    121 votes

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  6. Integrate a bank statement generator into bank feeds so accountants and bookkeepers can send a request directly to the clients bank for a bank statement for quarterly bank reconciliation. Pre-approved by client when bank feed integration is setup. Alternatively, automated bank statements per quarter generated and uploaded to Xero via bank automation.

    104 votes

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     ·  4 comments  ·  Workpapers  ·  Admin →
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  7. Allow for rules to be placed on what to do when data is missing or unable to be grabbed. Ideally for these to be linked by which supplier the order is from or even setting global rules

    Specific Ideas:
    -Setting a default Global Due by date when missing
    -Setting a specific stock line(s) to apply stock to by supplier
    -Setting not to overwrite cost price with default cost price in system.

    4 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  8. Singapore Tax - Create a GST F5 for foreign currency ledger. It is now a pain to do GST reporting for a USD reporting company.

    10 votes

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    5 comments  ·  Xero Tax  ·  Admin →
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    Hi everyone, we’d like to confirm that GST F5 for foreign currency ledger is not something we have plans to develop at this time. We’re still interested to get a clearer understanding of users that’d like to see this developed for Singapore tax, and will continue to track this through the conversation here.

    In the meantime, for those who aren’t already aware, in a Singapore organisation users can access the GST Audit report which shows the base currency, FX value and Singapore dollar value information you’ll need to meet IRAS requirements.

    As the GST Audit report doesn’t show the gains and losses needed for IRAS reporting, you can use the Foreign Currency Gains and Losses report to see this information.

    If there’s any change we will let you know on the thread here 😊

  9. Xero HQ - Business Client Dashboard

    I would like a section in Xero HQ to see key metrics across my business clients in the form of a dashboard screen.

    The data displayed should be almost like an 'early warning system' for practice linked business clients that are falling behind on:

    • Administration (Bank rec transactions, unlodged payruns/bas forms)
    • Business performance is suffering (Significant decrease in quarterly sales, High 90 day+ debtors)
    • Accounts hit certain thresholds set at a client level (Bank account overdrawn, GST/PAYG/Super Liabilities over a certain threshold)

    This could also be used to spot client performing really well too.

    21 votes

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    4 comments  ·  Xero HQ  ·  Admin →
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    Appreciate the idea and detail you've shared on the needs here, everyone.

    As many of your will know - we're developing a more unified client sync, and you can read some of the changes on our Blog

    The idea here is intriguing and we'll track the interest of this through the thread here, however this isn't something we're planning to work on at present. We will share if there's any change with you here.

  10. Be able to tag clients

    Purpose; so we can bulk tag non current clients for archiving and create jobs for the next days individual tax returns.

    5 votes

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  11. Partners can see/change to all staff's dashboards from within their own dashboard.

    Purpose: to monitor poor performing staff in a timely manner

    3 votes

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  12. Be able to edit sent document packs.

    Purpose: for when clients ask you to send the pack to a different email address or you want to rename the document pack, or add another document.

    92 votes

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    28 comments  ·  Xero HQ  ·  Admin →
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    Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;

    1. ability to change the email address/contact of a sent pack
    2. ability to add additional documents to a sent pack, and
    3. the ability to edit metadata of a sent pack

    For the first, we'd like to better understand what is driving the need to change the email address?  is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?

    Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?

    Lastly, it'd be good to get more substance of how the ability to rename a pack…

  13. Document Packs when resent do not update the "History" in Xero Tax. This means that the most recent reminder in Xero Tax can actually be much more older than that from the Xero Document Pack

    Would be good to see the history in Xero tax use the dates from the reminders sent in the document pack instead of having to leave Xero tax to find out.

    10 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  14. Extract not only basic information like dates, names, etc., but also line items for less manual entry or having to find outside apps to do it.

    183 votes

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     ·  12 comments  ·  Hubdoc  ·  Admin →
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  15. Following on from advice from IRD. Is this something that is easy enough to create?

    See email from IRD.....

    We are getting a number of customers to our Front of house (reception) who require a printed barcode to make their payment at Westpac. As you might expect, many of these customers are elderly and it has been some effort for them to go to Westpac only to find they need a barcode to pay so they come to see us… before heading back to Westpac with their printed barcode.

    Most have, in the hot little old hands, a lovely letter…

    21 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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    Appreciate the meaning behind this idea to you all. 

    This is something we'd like to continue to track on the site here, however to upfront in order to generate the barcode there's work that'd need to be done on IRD's end to enable this. 

    We've reached out to engage them on this, but there is no immediate plans from our end, at this time. 

  16. Allow a practice-wide setting to default postal address to client's postal address/main address, rather than agent address. Same applies to phone number and e-mail address.

    I'll admit I'm brand new to Xero Tax, but the returns I have created so far default to Agent Postal Address, whereas all of my returns always use client postal address. Instead of having to toggle/switch this for every return (and in due course no doubt missing one at some point), it would be great to have a practice wide setting. "On Tax Return forms, postal address should default to [client address]/[agent address]".

    Similarly, my…

    57 votes

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     ·  11 comments  ·  Xero Tax  ·  Admin →
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  17. Have the GST from workpapers such as Entertainment and Home Office automatically populate the GST workpaper

    36 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  18. Be able to mark client as non-GST - either on just this workpaper or have it apply to a whole set of workpapers

    9 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  19. Making the tax exclusive options in Hubdoc showing in the Edit Document tab.

    Purpose: To avoid publishing the document with the wrong tax type.

    24 votes

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     ·  7 comments  ·  Hubdoc  ·  Admin →
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  20. Ability to export Xero Tax in CSV format.

    Purpose: Users can easily export CSV format for their Xero Tax without having to convert somewhere else.

    11 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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