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For accountants & bookkeepers

For accountants & bookkeepers

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1388 results found

  1. Xero Expenses - It would be good if Xero can enable the functionality to record a refund / credit note within expense claim module.

    7 votes

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     ·  6 comments  ·  Hubdoc  ·  Admin →
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  2. Add the option for differing annual leave allowances (weekend rates) that deduct from the overall annual leave accrual.

    Currently the workaround Xero has advised is setting up a "weekend annual leave" leave type with the correct leave loading for weekends and manually adjusting the leave accrual.

    Alternatively, a possible solution is adding an allowance leave type "O" for reporting.

    7 votes

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     ·  3 comments  ·  Admin →
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  3. Automatically pull through client addresses from their Xero to Xero HQ Client List to avoid having to enter them manually each time and to ensure that any change of address is updated.

    7 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  4. I would love to see Hubdoc Convert an ATB Statement. This is a Alberta Canada Bank but it is a very widely used bank by small businesses. This would be useful for any businesses/ accounting firms or bookkeepers in Alberta

    7 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  5. 7 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  6. Day time contact number in individual tax return.

    Individual tax return cover page has two options
    Mobile number and day time contact number
    day time contact number is by default picked up from practice management setting which is practitioner number.
    there is no a way to change this day time number to client contact number automatically.

    7 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  7. When completing Bank Reconciliations (especially for those customers with 5+ bank accounts) it would be useful to see an indicator of Unreconciled Items in the drop-down list at the top left corner of the screen. This could either be the number of unreconciled items, or simply an asterisk to indicate there are items to be reconciled.

    I often use this drop-down to switch between their most-used bank accounts, but if there was something to indicate which accounts still have unreconciled items, this would be immensely helpful and save a lot of time switching back to the main Bank Accounts screen…

    7 votes

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     ·  1 comment  ·  Admin →
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  8. The Pre-fill has capital losses noted in it, so it would be great if the pre-fill amount was reflected rather than relying on roll forward information. Seems to be commonly missed with new clients.

    7 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  9. With the UK corporation tax submission, we should have an option to choose to include accounts with amended CT600 or not?

    7 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  10. We would like the ability for Xero Tax to combine the capital losses from prior returns and form a summary.

    Thanks,
    Phillip

    7 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  11. Time Sheet Calendar.
    One of the best features of APS is the ability to enter time in a calendar view. You can specify the time units ie 6min, 10 min etc and it presents a week on view for you to add time aka MS Outlook Calendar.

    7 votes

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  12. For Practise Accounts
    have one section for internal notes on the client that can be updated
    - Files can be attached but not updated
    - Notes in a Report Text Box are only specific to that report
    Need a permanent place that I can add notes, instructions, updates to my staff dealing with a client

    7 votes

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  13. I refer to CX0012896524
    1/ when a prefill has an ETF, and said ETF has a CGT component (18H) can xero just auto answer YES in the cgt worksheet bit? As oppose to the user (us) having to go through each etf, select YES

    2/ There is a bug
    I get this error
    Total current year capital gains is incorrect ( CMN.ATO.IITR.730456 )
    Total current year capital gains must be greater than or equal to the sum of all current year capital gains from managed funds reported for the individual in the attached Income Details schedule

    This error seems to…

    7 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  14. Would be great if xero workpapers had a calculator function like blue xero

    7 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  15. 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]

    7 votes

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  16. 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.

    7 votes

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     ·  4 comments  ·  Xero HQ  ·  Admin →
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  17. Allow files exceeding 3MB to be transferred to Xero. Currently, it just shows the link to the file in Hubdoc.

    7 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  18. Hubdoc's integration with Xero can be great when it enables automatic reconciliation of an invoice with accounts in Xero. However, if any portion of an invoice is allocated to an account in Xero that has a 0% tax rate, Publishing to Xero fails with the error message "Validation Err. Line item tax amounts do not total to document tax amount".

    An example of where this occurs is where 50% of a transaction is deemed a business expense, while 50% of the transaction has a private use component, where the private use component is treated as personal drawings, e.g., the business…

    7 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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  19. AU TAX - Default EFT account type to CLIENT

    Under Cover > Electronic Funds Transfer (EFT) > Account type there are 3 options - Manual, Client, and Agent.

    It would be helpful if there was a setting in Client Settings > Client Types to default the EFT Account type, so we don't have to manually change this on every return.

    6 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Thanks,Daniel, for sharing your idea! We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience

  20. When filing an SA100, allow us to change the Personal allowance of the client to match their actual tax code, so the return can be filed correctly. Currently on the generic tax code is catered for, and this doesn’t account for people who have different tax codes.

    6 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Thanks Karan, for submitting your idea!

    We've reviewed your idea, and it's now open for the community to support.

    Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.

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