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For accountants & bookkeepers

For accountants & bookkeepers

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1476 results found

  1. Have a master overview of Xero accounts from different offices.
    The offices administrators staff level can only see their own Xero clients unless added to the master overall practice.

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  2. For Tax return cover letters to have the ability to use the merge field 'Tax Form Due date' from the client record screen. Currently this placeholder is not available to Tax Return Cover Letters.

    25 votes

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     ·  7 comments  ·  Xero Tax  ·  Admin →
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  3. The ability to add share class in relationships.
    Currently you can only add the number of shares.
    However, we have a lot of companies that have different share class types (A Class, B Class, ORD Class etc).
    SUGGEST: adding a field under number of shares where you can type the share class (see attached example).

    This is a critical feature for our firm that is missing from XPM.

    47 votes

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  4. Pre-populate W1 and W2 fields in the Activity Statement when using an outside payroll program. This would save time and reduce errors.

    18 votes

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     ·  7 comments  ·  Xero Tax  ·  Admin →
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  5. Please can foreign currency be OPTIONAL and turned off?

    Foreign currency has been added our file in error via an invoice from Hubdoc that was uploaded as USD. It has since been corrected to AUD and there are no foreign currency transactions in the ledger.
    BUT - all reports annoyingly come up with all the 'source' columns. We don't want this to accidentally happen again when we are getting invoices from offshore software providers etc.
    We ONLY report in AUD.

    14 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  6. Have a multi tick box option for custom fields to be able to select more than one option.
    i.e. we are a multi disciplinary accounting firm and offer multi different services such as advisory, tax, bookkeeping etc and won't to be able to identify what the client has engaged us for [frequently it's more than one service]

    6 votes

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  7. It would be very helpful that when a new Tax Return for a new Client is created that the Clients mobile numbers and emails are put in by default and we have the option to set a default for the Clients bank details & postal address to always be selected.
    I know that the information carries on from the previous year regarding the address and bank details but if the information is supplied on the new client profile before the Tax Return is created it should automatically select the Clients Information.

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  8. Currently staff members are notified via email if they are added to a new Job Task. Can the notification be be sent when an employee is added to an existing Job Task?

    2 votes

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

    22 votes

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

    4 votes

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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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.

    20 votes

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     ·  4 comments  ·  Xero HQ  ·  Admin →
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  16. 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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  17. 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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  18. 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

    72 votes

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    34 comments  ·  Xero Tax  ·  Admin →
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  19. 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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  20. To have the ability for the Cover Letter box ticked permanently when preparing tax return and activity statements

    11 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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