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For accountants & bookkeepers

For accountants & bookkeepers

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1321 results found

  1. A lot of businesses use both a bookkeeper and accountant practices for different work. Therefore both practices should have the ability to have the client on their practice lists

    4 votes

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     ·  1 comment  ·  Admin →
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  2. It would be really helpful if I was able to produce a report showing our clients Xero Subscription and a change history showing a clients subscription has been changed from what to what and when the change took place.

    4 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  3. Improve XPM reporting for Xero Tax to enable extract of who has approved and signed (as tax agent) returns. Preferably including fields from client information - Client, Client Group, Account maanger (aka Partner), Job manager.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  4. I would like to know if it is possible to rename email templates that are used when sending returns or Activity Statements Out for Signature. eg: from 'Custom 1' to a more useful name

    4 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  5. 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.

    4 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  6. At the moment there is a glaring issue with Xero files and HubDoc files, that the subscriber/owner of each can be different, even though the HubDoc file is integrated with the Xero file and is "paid for" by virtue of the Xero subscription.

    This means it's possible for someone to lose access to their HubDoc account, even if they are the subscriber of their Xero file. Nightmare.

    4 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  7. XPM Graphs - please add a dashboard for managers to see the graphs similar to the one presented to each user for all the people they manage

    4 votes

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  8. Allow for rules to be placed on what to do when data is missing or unable to be grabbed. Ideally for these to be linked by which supplier the order is from or even setting global rules

    Specific Ideas:
    -Setting a default Global Due by date when missing
    -Setting a specific stock line(s) to apply stock to by supplier
    -Setting not to overwrite cost price with default cost price in system.

    4 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  9. It would be good to have more control of the error messages, and ability to dismiss these for specific clients. This would reduce noise for clients that you do not do VAT for.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  10. The option to filter the reports by tax returns that have been lodged as Final in a certain tax year would be beneficial.
    We could then cross check and archive clients as necessary.
    There are so many fields to choose from in the Fields and Criteria, but this is not one of them.
    It would save us from having to keep a manual list as some can get missed this way.

    3 votes

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    1 comment  ·  Admin →
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  11. Please include in the Insights tab the ability to filter by client group.

    3 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  12. When using the field [Client] Group(s) as a criteria in step 3 of report builder, you can only specify the relevant client group name in the text field. There's currently no functionality for a drop down list of client groups to select from similar to the clients field. Requesting this as an option

    3 votes

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  13. Allow us to access Xero Tax in advance of the year end - company and self assessment - as it stands we cannot even set up the details/schedules we know we will need. In other software you could load up the information before the year end date had passed to give the client an estimate of tax liability as the year progresses. Furthermore, this allows you to load information as you receive it - e.g. Company Director dividends to self assessments as you complete company accounts

    3 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  14. Due to issues with staff editing recurring jobs but not updating the job name and/or description I would like to see the staff permissions for recurring jobs amended to have a dropdown list so we can limit staff access to editing recurring jobs but leave access to view, create and delete in the same way as with clients.

    3 votes

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  15. Would it be possible to be able to have the account codes on the pdf manual journal report pleasse. Right now its annoying not to know which codes were used without having to print the journal and then review the chart of accounts to write down the codes manually by hand. The only alternative is to use workpaer journal templates which means doing the journals twice.

    3 votes

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  16. It would be good to be able to customise the Declaration that is just above the signing line in the Tax Returns. The default wording is quite broad, and it we would prefer to be able to customise it to reduce our risk. Clients are not always truthful in reporting all income, and we need to protect ourselves.

    3 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  17. Tax credits of Archived clients show up in reports. It would be great to remove tax credits from them.

    3 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  18. Not sure if it exists or not, but it would be great to be able to log into a client's tax return tab and see the payable / refund results next to the year of the return instead of having to log into them one by one. I've created a very rough view of what I mean with the additional column on the right (client's name has been changed for security reasons)

    3 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  19. To be able to view a list of documents that have "not" been published to Google Drive or DropBox. With the ability to filter and bulk publish would be a really useful feature to have

    3 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  20. Within insights you should be able to change the date ranges for data so you can see for example revenue for 12 months etc.

    3 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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