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For accountants & bookkeepers

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1217 results found

  1. Ability to drag and drop PDFs into document packs.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  2. Would like the ability to see Write-ons / Write-offs on the Invoices dashboard for Draft invoices to allow easier review of drafts.

    Alternatively some form of reporting that takes draft invoices into account vs billable time to see 'draft write-ons/offs'.

    2 votes

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  3. Would it be possible to have a report that shows the bank transactions and the bill/invoices that it was reconciled with? It's time consuming to check transactions one by one just to find a transaction that was incorrectly reconciled. Please see below example for your reference.

    2 votes

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  4. Partner Status - recently we handed over some Xero subscriptions to our clients to pay directly. Instead of gaining extra points for our Xero status, our points have gone down. I'd like to be able to see under each partner points section a dropdown menu of the client names and points per client. This will also help me keep on top of our Xero recharges in case a client moves from one tier to another.

    2 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  5. Not being able to close jobs that still have WIP attached.

    3 votes

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  6. Keep the Xero Classic Look everyone preferred.

    The design of the Job Manager page is sadly reminiscent of an excel spreadsheet.

    One of the enjoyments of the Xero software compared to its competitors are the fresh, clean pages that make it inviting to use. The Job Manager board is missing the 'attractiveness' that has been part of Xero's signature branding.

    Specifically black text, flat checkboxes, grey cell borders and grey column headers makes it feel like an outdated 1990s program.

    With more Xero pages in Xero Blue also moving in this design direction, I am hearing similar comments from my…

    2 votes

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  7. It would be really helpful to receive notifications when a client pays their payrun.

    Especially for our large PAYG Withholding clients, where we send them an email of the tax withholding payable. As large PAYG Withholders only have a roughly a week to pay, an email notification would be a timer saver. As we wouldn't need to log in to check that the pay run has been paid.

    2 votes

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  8. We would like to see more custom report options that reflect the returns so we can interrogate and pull information out of Xero tax in relation to clients

    In particular, get a list of every client that has a number in the Tax Return Labels – Interest Expense or Interest Expense overseas or Royalty Expenses Overseas - See attach screenshots

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  9. Sorting Draft Invoices by Job Type

    Every quarter we invoice a large amount of standard disbursement costs these all come from a particular job type.
    It would be great if we could sort by job type so we could bulk approve these invoices. Currently it looks to sort by job number. This means when I 'select all' I have to manually go through and untick the draft invoices that have another job type. I have tried to set a filter to only show text with 'Quarterly' which shows in the job type but this produces no results.
    Does anyone have…

    2 votes

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  10. XPM - calendar view rescheduling

    Being able to move jobs in the calendar view to reschedule, without having to go through the "edit job" process.

    1 vote

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  11. Instead of showing only the cash out over the 12 months on the top of a contact show the total invoiced amount so that we could check all the invoices are on by matching the monthly figures to the statement.

    3 votes

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    Hi Rhys, while not from the contact's record you can run the Receivable Invoice Summary report with a few filters to get what you need here.

    If you Group by Contact and Filter by Approved you'll be able to see the invoices and a summary per Contact. If this is a report you'd want to view often, you could save as Custom to quickly access this anytime.

  12. In the U.S. Xero is one of the top accounting software companies. Its biggest competitor Quickbooks has several Intuit tax software products that integrate with each other. I would like to Xero launch Xero Tax in the near future as Intuit products aren’t as innovative, robust and user friendly. Glad to see this is available in other markets but would love to see it roll out here in the states

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  13. It would be useful to be able to file historic tax returns prior to the dates shown in Xero. I have a client who submitted his own accounts but has never submitted his own tax returns so we need to file 4 returns for him but we are only able to go back 2 years.

    1 vote

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    1 comment  ·  Xero Tax  ·  Admin →
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    Hi Natalia, just to make sure I'm sharing this back with the right team internally. Where abouts is your client based. Our Tax products for each region are developed separately for their own needs and regulations so this information will make sure I get it back to the right team to consider.

  14. There are three documents that we are often chasing clients for as accountants in order to do accounts or self assessments -
    - Loan statements which show the year-end balances and the interest amounts (for example on the bounce-back loans).
    - Bank statements which show the year-end balance to check the accounting software pulled in all the data correctly.
    - Mortgage Interest statements (for self-employed clients who work from home or landlords on their self-assessments).

    We do ask the clients for these, but it's often difficult and very time-consuming for the client to get hold of (and sometimes they just…

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  15. Could xero consider reducing the size of text/fonts on the screen. I don't need super extra large enormous text to do my work. Everyone walking past or coming to speak with me can read my screen and see bank details and values, employee names and $ amount and so the list goes on. I have already asked if there can be a bland landing page so that bank accounts (Including balances) are NOT the default screen. Anyone standing nearby can see this information when Xero starts. Both of matters limit confidentiality and most users don't need this sort of exaggerated…

    6 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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    Thanks for getting back to me on your needs here, Janet. I'll move the idea back to submitted as we don't have direct plans around this atm. We'll get a sense of the interest from the community here and will keep you updated if any progress is planned.

  16. To have a check box next to supplier when you have matched their monthly statements so you know who is left to receive a statement from

    5 votes

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    0 comments  ·  Workpapers  ·  Admin →
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    Aaah wait, sorry just saw this is for Workpapers not Bills in Xero, Teresa. M suggestion of the notes on a contacts record may not be as useful for this scenario.

    While no plans for this at present, we'll get a feel for the interest of this here. Thanks

  17. Some supplier invoices don't have a currency on them eg USD and Hubdoc enters the base currency of the organisation eg NZD - if you could assign a currency to a supplier, it would avoid having to manually change the currency on each invoice

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  18. The job budget is a key piece of information for all staff to have visibility. However the Budget field on a job is only visible if staff have Access Financial Data permissions. Giving Access Financial Data permissions allows staff to view and edit client billing details, edit practice subscription and export subscription. Surely, such wide ranging powers is not appropriate for ALL staff.

    Surely this permission should fall under the "Manage Jobs" permission matrix not under Finances permission matrix.

    1 vote

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  19. Group Custom Fields - it would be very useful to be able to assign custom fields to groups rather than only contacts & individuals, then be able to report on these fields. This would help with areas such as marketing, estimated fee groups, and handover notes.

    We currently use the main billing entity but this would save a lot of time and improve efficiencies.

    0 votes

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  20. 1 vote

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     ·  0 comments  ·  Workpapers  ·  Admin →
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