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For accountants & bookkeepers

For accountants & bookkeepers

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229 results found

  1. When you go to add a new account in chart of accounts you should be able to choose an account from the template that was originally used/have saved into Xero HQ. To make more user friendly rather than having to start from scratch.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  2. Would be great to copy company access rights from one staff user to another. When a staff member leaves and inherits a portfolio of clients would be great to copy client access from one client to another.

    20 votes

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     ·  5 comments  ·  Xero HQ  ·  Admin →
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  3. some clients struggle to access their xero account to sign, but want us to lodge it first.

    We still need to resend the emailink to sign

    2 votes

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  4. allowing a function to select the time period when doing the cash coding, like month, or a specific time period

    1 vote

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  5. Ability to add reporting name when creating new codes in cash coding or manual journals. Otherwise you have to go into the chart to update.

    1 vote

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  6. I would like an e-mail that could be sent directly from XERO requesting the the W9.

    2 votes

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  7. I essentially would like a feature where we can invite clients with discuss only access or for the ability to discuss to be added to read only access.

    Where we have clients and we act as there bookkeepers there are instances where clients occasionally code transactions in the books which ultimately need to be reversed.. For these clients ideally they should provide us the info to enter as we are spending more time correcting incorrect transactions.

    We have moved to using Xero discuss over statement lines as are primary means of communicating with clients which seams to be great but…

    1 vote

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  8. Reports - Advisor Report functionality recommendations:
    1. Ability to add any report (including customized/saved/published reports) to Advisor report packages. I only see a limited selection of reports from the Add Report dropdown. I feel like I should be able to add any report I want.
    2. Ability to add separator pages easily (like "supplementary information" page) that don't have the company name/date in the header. This would also be useful for adding a letter / accountant's report on letterhead.
    3. Ability to customize the cover page for wording, layout, logo, etc.
    4. Ability to create new Advisor Report templates from…

    15 votes

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     ·  4 comments  ·  Xero HQ  ·  Admin →
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  9. Would be great if we have an option when all new clients are entered - all staff are added automatically as Advisors rather than Managed Client. It currently requires an administrator to go and edit permissions for every new client. Then if security is needed to protect certain client info it can be added by the administrator.

    1 vote

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  10. I've just set up a salary sacrifice for a cycle to work scheme in payroll. However there isn't an end date in Xero so I have to manually diarise a date to stop the salary sacrifice for the employees. Please could a box be added to automate this.

    11 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  11. Need to be able to better identify restricted / confidential clients and have controls in place to not give all staff access to these Xero blue files - currently we need to use manual methods (e.g. add "Restricted" in the client name, and add them to a "Restricted" client group), but this is highly prone to human error, and requires extra steps.

    Further, the new Single Client Record function will prevent us from adding "restricted" to the client record name.

    This function will need to incorporate the ability to filter out these confidential client ledgers when giving new staff access.

    2 votes

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  12. Hi there

    We would like to request that the GST Return, GST Reconciliation and general ledger reports are able to be included in the report packs at the practice level.

    We are requesting this function to streamline reporting for periodic GST work. We would ideally have two report packs set up at the practice level that all staff can access when preparing clients GST.

    The first report pack would be an internal review GST report pack which would include all of the reports our reviewers look at. Most of these reports we are able to add to a report pack…

    134 votes

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    14 comments  ·  Xero HQ  ·  Admin →
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    Hi everyone, to provide an update relating to the original reports that were raised in this idea, and feedback through the thread. The following reports are all available to add to a report template in Xero HQ;

    • General Ledger Detail 
    • General Ledger Summary 
    • General Ledger Exceptions
    • Tax Depreciation Schedule


    We currently have no plans to make other reports available in report templates.

  13. 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…

    4 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  14. Client access to Report Templates
    In Xero HQ as a partner we have the ability to create report packages however it is only for use within our practice, it would be really helpful if we had the option to share these with our clients.

    55 votes

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    22 comments  ·  Xero HQ  ·  Admin →
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  15. 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

    4 votes

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  16. HQ Client Groups - Default group to display on login rather than having to select each time. My groups include simple things like Every Day clients, and Annual clients. I want my everyday clients to be all I see when I login and I can go searching for the others if needs be. Without this default group function I've got a list twice as long as needs be for 95% of the year.

    The old client list allowed for a default group, why can't the new one? These improvements are supposed to be about reducing the number of clicks required…

    1 vote

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  17. Have the ability to create more than one report style (colour and logo) so when you export to a 'Styled PDF' there are choices beyond 'no styling' and your default.

    4 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  18. Why is Xero Analytics and Analytics Plus not available for Xero partners within Xero HQ? Is this currently in consideration because it would be extremely useful to promote to existing clients who are currently using other BI tools that have no API connectivity with Xero and making the financial analysis process much more complex than it should be?

    3 votes

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  19. Xero HQ Should have functionality to generate Ledger, profit and loss account and balance sheet for all the clients in one go under sitting under practice. This will help to understand clients business performance etc and will make peer comparison easier.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  20. We would like to suggest an enhancement to the Xero payroll software that could significantly improve its functionality for our company.

    Currently, Xero offers download options for various pension providers, but we've noticed that True Potential is not among them.

    We propose the addition of a CSV download option specifically for the True Potential pension provider.

    Given that Xero already possesses the necessary data, incorporating this feature would eliminate the need for manual data entry and formatting, reducing the risk of errors and saving valuable time.

    Benefits of this enhancement:

    Accuracy: Automated data transfer minimizes the potential for mistakes during…

    4 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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