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For accountants & bookkeepers

For accountants & bookkeepers

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  1. Opportunity to provide explanations for significant changes in balances (specifically profit and loss items):

    • It would be useful if the PNL review section of Xero Workpapers had an area to incorporate commentary on significant variances or that a balance is not material and therefore no further work on the balance has been performed.
    • This would add value in that you won't have to upload separate documents for each profit and loss line item
    6 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  2. SA: Feature request for a Demo Company for South Africa

    6 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  3. I believe there should be an option to run a report which shows which tax returns / activity statements have been amended and lodged as a revised version for your whole client database. Without this, there is no current way of knowing the amount of revised returns / activity statements that you have lodged which can be a problem.

    6 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  4. It would be timesaving to be able to Create a Tax Form (all types) directly within the Returns tab and link to an Existing Client and Job.

    What would be even better would be to be able to add a Job on the fly during the process if not already established.

    6 votes

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  5. We are getting an increasing amount of (sometimes angry) pushback from clients where when we add Administrators to our HQ account, they are automatically given full permissions over any linked client Xero files, as well as all our ledger files. We are a large firm with over 15 Administrators.
    Please give us the ability to CHOOSE, if we want to add all administrators to all files.
    OR
    Create an administrator role that doesnt need to add them as a USER to each client file.

    Imagine you have a Xero file for your own personal business, and suddenly notice 13 people…

    6 votes

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  6. Report Building - Ability to choose any report from Xero Blue to add to the reports. Especially payroll reports.

    Ideally, I would like to be able to build a set of management reports that include things such as accrued annual leave and long service leave. Annual days to pay on AR, average days to pay per client and other KPI type measurements. Is there away to build out own templates that can go into payroll and other areas of Xero to create these

    6 votes

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  7. Currently, if I am looking at a Workpaper and I click on the Flag next to an account, I can add a Review Point for that account.

    That review point shows up in the list at the bottom of the workpaper.

    If I click the flag next to the account, I can see the review points that have been added to that account... but I can't see the replies to those review points and nobody can reply to them from that area.

    I have to scroll down to the bottom to reply to the review point.

    When I get to…

    6 votes

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  8. Ability to create sole trader accounts on the cash basis to pull through to tax returns.

    6 votes

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    Hi Claire, thanks for your interest in this idea. Although we haven't enabled the option to exclude a balance sheet from sole trader accounts within Xero HQ we wanted to share this very exciting update with you. We recently released a direct import of the P&L from Xero onto the self-employment worksheet within Personal Tax, without the need to map the account codes and generate a set of sole trader accounts.

    Previously we only supported an import from Sole Trader Accounts to Personal Tax which for some of our partners involved an extra step, particularly for smaller clients who typically only receive Income & Expenditure accounts. We hope by adding this functionality that you will be able to maximise the more flexible reporting capabilities within Xero to produce accounts for sole traders. This new feature is not simply an import either, it also supports cash-basis, allows you to manage the…

  9. Our existing tax software has a summary page that is automatically generated and goes alongside the CT600 that includes the payment amount, due date, bank details to use and payment reference. I.e. a perfect 1 page summary to give to the client so they know what to pay.
    It would be great if Xero Tax could incorporate this into their solution so that the payment details don't have to be sent to the client separately.

    6 votes

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  10. The ability to sort Activity Statement "Transactions by Rate" report by 'account code'. This makes the detailed report much easier to review and pick up mistakes. MYOB has always had this function and it is a good time saver. Much easier to look through the report

    6 votes

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  11. It will be great if Xero tax can allow users to import & export to & from (from other tax software providers, i.e. HandiTax, MYOB etc.)

    6 votes

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  12. Export/Import Xero Network Keys for clients (from Xero HQ) in order to be able to import into company Xero.

    So that our invoices can also be sent directly to the clients Xero, so saves time on bookkeeping.

    6 votes

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  13. Be able to just export customers to excel not the whole contacts list. If not this then at least have a column so that I can filter out suppliers from the list.

    6 votes

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  14. Xero Practice Manager - Bulk unlock or lock of timesheets

    We have a large volume of staff (over 50) so being able to submit timesheets which come across from FYI after we have completed our pay runs in bulk would be ideal.

    In the same vein, being able to bulk update timesheet lines which may contain the same error would also be handy.

    6 votes

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  15. 6 votes

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  16. It would be good to filter deleted clients like we can for archived clients on XPM custom reports. At the moment they display on the Income Tax report that compares clients with the ATO list and there is no way to filter them out. It makes finding clients who have dropped off the ATO list difficult.

    6 votes

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  17. For example:

    Question: Do you have ***? Yes/No

    If Yes – add a file attachment
    If No – then go to next question

    (As in MS Forms)

    6 votes

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  18. I would like to request that HubDoc extract bank account and GST Numbers from uploaded invoices and compare the information to the information stored in the contact in formation in Xero.

    Suppliers provide us with their bank account information on each invoice for payment, I'd like to make sure we know if they change their bank account information.

    I've attached a sample invoice

    6 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  19. All other access roles can be done from HQ, except for this one.

    Frustrating when this access has not been given to the staff member (overlooked) and staff member needs to create ABA file and cant.

    6 votes

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  20. At the moment Xero doesn't have a list of clients in alphabetical order when I go into Staff to amend access. With over 200 clients, it is taking a long time to sort it all out, even if I use the search box.
    Please include functionality so that the client list in Staff is in alphabetical order by default, the same as it was in My Xero staff.
    I would also like to see a number value next to the staff member's name showing how many clients they have access to. Again, similar to the set up in My Xero…

    6 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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