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For accountants & bookkeepers

For accountants & bookkeepers

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229 results found

  1. It would be good if the date on the compilation statement updates to the "todays date" instead of it staying as the date of when we copy and edit the previous years financial to the current year.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  2. Add a custom column similar to a custom row into reports.

    This would be used to include quantities for livestock reports, for automating % of trust distributions payable to beneficiaries prior end of June.

    This currently can't be done in reports.

    18 votes

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     ·  6 comments  ·  Xero HQ  ·  Admin →
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  3. New GST Return

    Can we take off late claim transactions from finalised GST return specially when we don't include late claim. Also can we have the ability to change to portrait rather than landscape the finalised pdf report.

    Thanks

    1 vote

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  4. We need a transaction list for all contact where the unapplied payment amount reflects. It is very difficult to compare our Xero statement with transaction list from a supplier (or debtor for that matter) if you have to export the Xero report on the contact to be able to add up all applied payments and then only be able to compare statements.
    The Contact summary Report should have the option of seeing the report with applied payments or show the payment amount as it came (or was paid out) to suppliers / customers.

    1 vote

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  5. Xero should allow accounting professionnals the ability to EXCLUDE FROM ALL REPORTS all transactions that Xero automatically generates as a reversal because of a modified transaction. We should be able to only report on final transactions and not any of the prior corrections.

    It would be great if Xero would allow for a "historical" report where these transactions can be exclusively reported on.

    1 vote

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  6. Ask Queries - Automated reminders
    The ability to have automated reminders on Ask queries would save substantial time (and reduce likelihood of things getting forgotten) and reduce likelihood of having to go to an alternative paid app in order to get this functionality (eg ContentSnare)

    16 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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  7. Be able to see the email body of the document pack that was sent or alternatively a copy of the document pack sent to the staff member who sent it to the client so that there is a record of what the email body contained.

    32 votes

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     ·  5 comments  ·  Xero HQ  ·  Admin →
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  8. I reckon Xero HQ - client group is an excellent avenue for sending bulk information, or request information, however, apparently when generate a new Bulk Query for the group, it's becoming difficult to allocate the particular group. the XPM group information sync with Xero HQ, in our instance, there are over 350 groups, and the search function for the group, appears is not working.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  9. When preparing the client's financial statements it would be useful if we could upload the accounting partner's signature (e.g. as a JPEG or TIF) into the compilation report before the financials are published. We have to edit the signing section each year to update the date so it would be good & more efficient if we could upload the signature at the same time.

    It would then carry forward when the draft financials of the following year are prepared.

    At the moment, we have to PDF the financials and then edit them to insert the signature. This is done every…

    4 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  10. Budget Manager should have an option to sort accounts by account number rather than alphabetically. It would make entry a lot simpler

    1 vote

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  11. add more reports into report template, for example payroll report and tracking summary. Thank you.

    15 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  12. We use multiple tax agent numbers across our business yet when we lodge STP reports via the client's organisation, we can only use one tax agent number for all clients as Xero only allows for one tax agent number to be set in Xero HQ.

    This is causing many issues, including staff and clients inadvertently updating tax agent details in the STP lodgment area on their own file, which is then updating the tax agent in HQ for all STP lodgements.

    It is also causing issues with tax agent appointments/linking, where the client has to appoint one agent number for…

    3 votes

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  13. For a business needing to invoice based on a percentage share (eg horse racing syndicate), it would be useful to have an additional column to calculate the percentage of the full amount.
    A fix I have used is to apply a discount of 100- the share percentage but it would be more professional to have a percentage column.

    1 vote

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  14. Allow journal entry fields to have a formula or calculation. it would be much easier when doing manual journal entries.

    1 vote

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  15. Please please can we have a feed for personal revolut cards

    1 vote

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  16. Improve the way clients can create accounts and log into an existing xero account.

    If we create an account for them, it asks them to put in their organisation details. Then we invite the client into the organisation, they have to accept the invitation.

    Clients are always having issues with their log ins, and signing documents. Feel this could be made easier for them.

    1 vote

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  17. Give the option to make document packs 'PRIVATE' if you don't want your employees to see your private and personal accounts

    2 votes

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  18. It is not currently possible to use Report Fields in a group heading in reports.

    We spend time setting up shareholder and director names in Report Fields but they can only be used in text blocks, not group headings in reports. If we could use Report Fields in group headings we could make report templates, such as the schedule of shareholder current accounts, more dynamic and automatic. See the screenshot attached for an example.

    4 votes

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  19. Document Pack - Ability to add a person to Read Only (not Sign) in Document Pack - and the ability to select which ones they can see

    11 votes

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  20. Sync all data to Xero HQ.

    We have been moved over to single client record and need notes and custom fields to be synced as well please.

    This would prevent the need to manually update client records and prevent risk of out of date data.

    Thank you.

    2 votes

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