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For accountants & bookkeepers

For accountants & bookkeepers

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1466 results found

  1. Please create a worksheet specifically for capital works deductions in the company tax return, where assets can be added and the total deduction amount integrated to label 7I.

    6 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  2. Xero Sign - It would be great if there was an indicator to let us know that one or more clients within the one document pack have signed the documents. (if it is sent to multiple people) We only get notified once everyone signed.

    6 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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    Appreciate feedback on our recent update - We've slightly updated the title of this idea to reflect a desire for email notification.  


    Just to note for anyone coming across the idea - within the document pack details you can view how many people have signed the document, including who signed. See our example of what this looks like  🙂

  3. Can the timesheet in XPM be synchronized to Xero Me?

    6 votes

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  4. 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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  5. Failed Activity Statements appear to be unable to be cleared so continue to sit as an action item.

    Need to have mechanism to clear as lodged rather than having continue to sit as an item needing action forever.

    6 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  6. It would be great if we could have access to reports that included all our clients with Payroll into one. E.g. I would like to be able to create a single report that captured all the employees from all account subscriptions we manage so I can see what their hourly rates are so I know who needs an increase when the minimum changes. Currently I need to create that report individually whereas the likes of Paysauce have that top level reporting to include all our subscriptions in one.

    6 votes

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     ·  1 comment  ·  Admin →
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  7. Xero to automatically log the time you spend in each client and summarise monthly/ average 12 monthly.

    No stop/start. 10 minute auto logout.

    Advantages: no additional work for the user
    Disadvantages: not an exact science.

    6 votes

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  8. To make it easier to create jobs in XPM it would be useful to have a link to create a new job once you have unsuccessfully searched to see if there is a job already set up for the client. At present you have to log out of job search then create a new job, which involves finding the client name again.

    6 votes

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  9. Ability to move negative comparatives into a different lead schedule.

    Purpose: To make the lead schedules consistent with the layout of the accounts.

    6 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  10. Please allow editing layout and grouping of accounts in Trial Balance which can make the XERO more Competitive with other brands like MYOB for finalization. Allowing Grouping of accounts in Trial Balance will make the Xero product more compatible & Inclusive

    5 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  11. Xero defaults to full pay period hours for a new employee in the 1st payrun even if the employee start date (already entered into Xero) is part-way through a payrun. This doesn't make sense and is too easy to overpay a new employee in this way, if a manual override has not been done. Ideally, Xero would calculate the expected hours for a salaried employee based on the start date, but another idea would be to flash up a warning before finalising a payrun with employees that have a start date listed within the pay run period.

    5 votes

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    1 comment  ·  Admin →
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  12. Currently, retrieval of PLS Reports (EFT reconciliation report for client trust payments) relies on a manual Retrieval. It would be ideal if this report could be set to automatic retrieval.

    5 votes

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  13. Be able to set up default coding for the Document Type to always be Receipt, and Document Status to always be Awaiting Payment. This at present isn't possible within Hubdoc.

    5 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  14. Please can the corporation tax computation include a calculation of the marginal relief.

    This would need to include the amount of associated companies and the calculation of the marginal relief amount rather than just showing the total of marginal relief.

    5 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  15. It will be great if Xero has its own separated spreadsheet to keep the record or, ideally, import into the CTR's franking account.

    Currently we have to use third party software to keep track of the franking account, and I have seen some of the tools can import from ATO Portal too via csv / pdf.

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  16. We're auditors and some of our clients are having issues around providing consistent access to everything as they don't want us to have read-write access, and we don't want that either. What we'd like is a user class for auditors/regulators which is read only and allows access to everything.

    5 votes

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  17. Add default options for bill due dates within the supplier rules:
    - end of current month (based on invoice date)
    - end of next month (based on invoice date)

    5 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  18. Make the Job 'State' an editable field when running report.
    It would be helpful to have the ability to update the Job 'State' from a report.

    5 votes

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  19. 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
    😃

    5 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  20. We would like to be able to comment on the tax payment and save the comment, rather than making the comment and having to approve and then unapprove the letter to get it back to waiting for approval. This would also be good for tax notices that we ignore, as we can put a note as to why we are ignoring them.

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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