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For accountants & bookkeepers

For accountants & bookkeepers

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71 results found

  1. Returns Management User Interface (UI) - "All" Tab Improvements/Customization

    To improve handling returns by adding bulk selection and status update functionalities on the "All" tab of the Returns Management interface. Also, suggesting having a customizable UI to best fit our workflow preference.

    Key Features:

    Action Buttons
    - Located in the table header, these buttons perform bulk actions such as "Approved", "Out to Sign", and "Sign". They remain disabled unless one or more return items are selected.

    Checkbox
    - Each return item has an associated checkbox to allow selection. By default, these checkboxes are unchecked.

    Select All / Deselect All
    -…

    38 votes

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  2. Before the update, we were able to add settings like Report Codes to favourites, so it would appear automatically on the drop down list. Can you please reinstate the ability to add specific settings to favourites

    12 votes

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  3. It would be really helpful if invoice templates could adjust automatically based on client type, instead of having to create and assign multiple templates manually.

    For example:
    1. Individuals and Partnerships would include the 'Attention' field, but not include the 'Contact Name' field
    2. Company invoices would include the 'Attention' field, but not the 'Contact Name' field
    3. Trusts, SMSFs, and Charities would include both the 'Attention' field and the 'Contact Name' field

    This would save time, reduce errors, and ensure invoices are always addressing the legal entity correctly for each client type.

    Thanks for considering this improvement!

    14 votes

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  4. Can we please have a relationship type for 'Bookkeeper of'.
    We have third party bookkeepers who act for several clients and it would be useful to add them as a contact and associate them as the clients bookekeper.

    6 votes

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  5. We'd love to be able to have the option to send an SMS to a client for BAS signing

    5 votes

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  6. Implement accounting periods rather than running from transaction dates. We have to close the period for management accounts by day 7 but there will be supplier invoices or expenses appearing after that date. Currently we have to manually amend the date on posting to be the first date of the open period. If accounting periods were implemented, we would be able to allow a late transaction through in the current open period rather than amending the transaction date.

    5 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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  7. It would be great if when a client completes their BGLiD verification, that that data can go back to XPM and complete the Client Verification section. Would save a lot of time & reduce the potential for entries being missed.

    5 votes

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  8. In the previous version of Xero, uploading invoices was much faster and more efficient. When uploading an invoice image, we could immediately select whether it was a Sales Invoice or a Bill from the same screen. This saved time and simplified the workflow.

    Another important feature in the old system was the visual indicator: once an image was uploaded and recorded as a Sales Invoice or a Bill, there was a clear mark showing that the document had already been categorized. This provided transparency and reduced the risk of duplicate entries.

    In the new version, we are required to go…

    1 vote

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    3 comments  ·  Hubdoc  ·  Admin →
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  9. We would just like to be able to see the Partner name on the Xero Practice Manager (XPM) client screen alongside the client name, phone number and address instead of having to go into each client to get this information. Especially useful for new admin staff who need to allocate various correspondence between multiple Partners.

    2 votes

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  10. Change the save button at the bottom of the screen in XPM to Save and Close so you dont need to scroll back up to the top of the page each time when editing client details.

    3 votes

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  11. When creating a journal and posting it, if we want to go back and make it an auto-reversing journal, the only way is to click "copy" or "reverse" then enter a new journal at a required future date. When doing this, Xero does not link the two (i.e. does not recognise the new journal as an auto reversing journal with the usual hyperlink and note). My suggestion is for Xero to keep the "auto reverse" field open when editing already posted journals. Two example use cases:

    1) Accidentally posted journal as a standalone journal and want to then make it…

    3 votes

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    0 comments  ·  Workpapers  ·  Admin →
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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  12. For the report templates, would it be possible to include a tax computation as part of the Annual Financial Statements? This schedule would show the income tax calculation for the year as well as the resulting tax asset or liability at year-end.

    3 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  13. It would be great to have the functionality to import beneficiary schedule details such as current account transactions/balances and also import the figures for trust disclosure requirements.

    3 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  14. Looking for a report that identifies clients who have registered for GST or PAYG with the ATO but have not lodged any Activity Statements (AS). This needs to be linked to the ATO. (some of these clients are new to needing to complete AS).

    We are currently using MYOB for this feature.
    Attached is a sample (this report does to PAYG etc)

    2 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  15. On the Fixed Asset Register can there be a column for showing Tracking Catergories?

    We deal with clients in the Hospitality Industry and a portion of them operate multiple sites.

    It would be handy to have an option in the Fixed Asset Register so we can quickly identify which assets belong to Pub A, Pub B, Pub C etc.

    The inclusion of a filter to only show the Fixed Assets of a particular site would also be a huge benefit.

    We know that the Register can be exported to Excel which will show the Tracking Catergories but something within Xero…

    3 votes

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  16. I’d like to suggest a small but valuable feature update:

    When we search for a bank memo, description, or reference in bank transactions or account transactions (e.g., “UberBV”), Xero does return the transactions, but the categorized account (account head) is not visible in the search results.

    In MYOB, when performing the same search, the results also show the categorized account, which helps identify how transactions were coded in the past. This saves time and ensures consistency during reconciliations.

    Feature Request:

    Please consider updating Xero so that when searching transactions (by memo, description, or reference), the categorized account column also displays…

    2 votes

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  17. Like Xero, there should be a lock date function for workpapers also so that after partner approval no one can change that and for changes partners approval is required.

    2 votes

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    0 comments  ·  Workpapers  ·  Admin →
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  18. Hi there, could Xero please add a VAT reconciliation report to the reports section where we can reconcile each VAT period's VAT payable/receivable to the VAT control account. This would make the VAT reviews and VAT reconciliations at year end so much easier and faster.

    3 votes

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  19. Please add a column or filter to the XPM Job Manager screen for client Groups. There is currently no column/filter for client group in the job manager screen in XPM - which means if you want to see all the jobs for a client group - e.g. Alf Barbagallo - have to search each entity individually. Also means cannot easily do a bulk update for all jobs in a client group.

    1 vote

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  20. It would be very useful if Xero Tax have a What-If function to test different tax outcomes before finalising a return.

    2 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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