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For accountants & bookkeepers

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229 results found

  1. Documents Pack - When you have multiple people signing a document, it can be specified the order of the people signing the documents.

    9 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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  2. When viewing bills/invoices under a contact, can the 'bill created', 'bill approved' and 'bill paid' icons be different colours please? :)
    Same applies for Invoices created/sent/paid

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  3. It would be so much better to be able to publish a GST return with the ability to alphabetically list the Account names so all transactions can be presented grouped by the same account code. Then the client can easily review their audit report and identify transactions in the wrong account code.

    2 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  4. Currently once the document pack is sent you can't see the message that you have sent the client. It would be good to be able to see what you have told them- especially if you are providing them with additional information but you don't want to have to do a separate email.

    7 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  5. In Xero HQ as a partner we have Report Templates which we can use for our clients. Currently, it only allows us to export to PDF or Excel or Google Sheets.

    It would be useful. helpful and beneficial for practitioners to be able to export it to WORD format so that we can re-format the font type, font size and header and footer styles..

    Thanks

    4 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  6. It would be great to show the lock dates from each client's Xero file in HQ. Visually, it would be very similar to the Year End column, and likely not enabled by default.

    This would allow Advisors to easily identify clients that don't have prior periods locked, and then go into those files and correct it. This would increase usage of this important data protection feature and reduce errors caused by inadvertent prior period adjustments.

    4 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  7. 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.

    6 votes

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     ·  3 comments  ·  Xero HQ  ·  Admin →
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  8. A report showing which clients are using which bank feeds.
    This would allow easy updates to client and internally when we become aware of a bank feed causing duplications or other errors.

    3 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  9. 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  🙂

  10. On the Xero HQ screen a column to show if there are any bills due for payment

    1 vote

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  11. Being able to see in XERO HQ the STP 2 status of all clients without having to open each file. Would save time and make it easier to manage.

    2 votes

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  12. It would be really useful if we could see the quarter end date for VAT returns on the HQ home page - similar to how we can see the Financial year end.

    3 votes

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  13. When changing organisations, it would be great to see more than five.

    Suggest you show them all so we can scroll until we find the one one want, not just rely on using the search to type in the name of the organisation, if it doesn't appear in the current list of five

    2 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  14. Bulk update industry classifications in Xero HQ. Import the data through a csv file.

    1 vote

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  15. I'd like the ability to restrict who can see documents in Xero sign within the practice - then we can use it for all documents that need signing, including Staff contracts and other sensitive information that we don't necessarily want the whole team to be able to view.

    1 vote

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  16. Adobe signatures option available to be able to remove the blue line, name and the date from the signature. It is unnecessary on most of the documents and looks odd.

    2 votes

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  17. When you have multiple companies using Xero and utilise the function to approve bills in Xero for audit tracking purposes you need a way to view the number of bills "Awaiting approval" in all of the companies in one place.

    It is very time consuming to open each company individually in order to confirm that there are bills that need approval.

    2 votes

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  18. I'm a part-time bookkeeper and would find a Calendar or Task List such as Outlook provides very useful for setting up 'Reminders' to carry out certain time critical tasks.

    1 vote

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  19. If a staff member leaves, you would usually delete them as a user. That causes issues, however, if they have set up recurring invoices. These will be left as draft and will not be sent. It would be useful if you could keepa staff member but remove the access so that they can't log in themselves anymore, almost making them inactive?
    It is not as simple as resetting their password because of the 2 step authentication.

    3 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  20. My Xero - Managing staff access to clients

    I suppose we have a large-ish accountancy - in My Xero I get a full list of all clients I get access to; that's 25 pages of clients at 50 clients per page. I see all clients irrespective of whether the subscriber is internal (within our accountancy) or external (the client).

    We need to add a new admin staff member and give them “Manage users” + “Payroll admin” to all entities. In My Xero, I drill down into the Staff list, click on the new user and it says I have access…

    3 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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