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For accountants & bookkeepers

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  1. When notes run over two pages - fix formatting so that if a note runs over two pages, it automatically creates a page break so that it appears together.

    I understand there are already page breaks, but it is diffcult to know as each client is different what notes are requried and and such you need to export to PDF many, many times, before the formatting is correct.

    9 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  2. allow quantities to be added direclty to the ledger and then to feed into reporting templates. manualy entered reporting data is fraught with danger and history is lost from year to year, which means we are replugging data every year...current "semi-automated" practice doesnt seem to fit with xero ethos

    45 votes

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     ·  7 comments  ·  Xero HQ  ·  Admin →
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  3. Has anyone else noticed since they made the dreaded and catastrophic changes in the contact view screen that you can't easily drag and drop attachments anymore?
    Now you have to go to the files tab first and drop it in the predefined window. You used to be able to just drag and drop anywhere in the window and it would attach.

    You also used to be able to add documents from the files section like you still can with the bills and invoices, this feature no longer exists in contacts so now you have to download the document from files…

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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    We appreciate hearing your feedback on the changes we're making, Fiona. We made an update to the files upload on a contacts record not long ago so you can now attach files that have been uploaded to your files library, like you could before. 


    There is a slight change as you mention where when you'd like to drag & drop a file you'll need to drag it to the box on the screen. It's not something we have plans for changing in the short term but we'll begin to get a sense of the interest in this here and let you know if there are any updates. 

  4. It would be useful to have the ability to mark a document pack as complete even if some of the signatures are missing.

    We have had occasions where trustees refuse to sign via document packs after the clients have already signed. We then have to print the partially signed documents and send hard copies for trustees to sign.

    This leaves the document pack incomplete. The only option available is to cancel the pack, not ideal The ability to mark the pack as complete would be a great addition.

    11 votes

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  5. It would be great if there was an option to change staff permissions in bulk. So if there was a practice employee for example who now needed Payroll Admin access for 20 clients, it could be done in a few clicks as opposed to changing it for each of those 20 clients.

    21 votes

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  6. Set the demo company as the first company seen on log-in, or be able to set which one you want to see.

    I often use my laptop when speaking with clients and for a split second after logging-in I am on another clients business dashboard until I can grab the mouse and change it to their business. I don't think this is good business practice.

    10 votes

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  7. Improve the look of the client signatures on document packs. Particularly with the financial statements, it includes a date and a name but this already is present on the document.

    If we could have different elements for name, signature and date that would make it look clearer.

    1 vote

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  8. A report that could tell you the status of all clients super payments that are processed through the Xero super function. This would allow practices to ensure compliance with ATO processing and payment dates

    10 votes

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  9. Currently the report's filters only available to filter thing that " contain " in the respective categories. Can you please also include the option "do not contain" - so that we could produce report to omit things that we would not wish to include. Thank you

    6 votes

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  10. SA: Feature request for a Demo Company for South Africa

    1 vote

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  11. With Xero Ask queries you specify a due date but if the query is not replied to there is no reminder sent to the client once the date has passed.

    Can we please have reminders automatically sent, much in the same way invoice reminders are sent.

    5 votes

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  12. Be able to send queries addressed to first names and not full name toymaker it more personal

    1 vote

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  13. Generate a report listing each individual client and their average debtor days.

    8 votes

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  14. Be able to edit sent document packs.

    Purpose: for when clients ask you to send the pack to a different email address or you want to rename the document pack, or add another document.

    92 votes

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    28 comments  ·  Xero HQ  ·  Admin →
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    Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;

    1. ability to change the email address/contact of a sent pack
    2. ability to add additional documents to a sent pack, and
    3. the ability to edit metadata of a sent pack

    For the first, we'd like to better understand what is driving the need to change the email address?  is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?

    Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?

    Lastly, it'd be good to get more substance of how the ability to rename a pack…

  15. It would be nice to have a report where you show the Transaction Date, Account, Check Number, Description, Coding.

    Currently the Check Number is not a data field that you can put into a report.

    4 votes

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  16. Please add in the fixed asset numbers in the new depreciation schedule. The old report had this and it made it very easy to review and reconcile. This feature is very much needed. Thanks

    6 votes

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  17. It would be very helpful to be able to mark individual months in each account as reconciled so a separate list does not have to be done to ensure that each month's books are fully complete. Thank you!

    2 votes

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  18. Report Fields
    Would be nice to be able to auto populate the net profit into new reports as older report packs did.

    The older report packs had a net profit before tax / net profit after tax field option how has an "upgrade" to new report lost this feature?

    6 votes

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  19. Xero Sign: Add Template for sending packs and Add a text box option for documents within a document pack:

    Is there any way to set up an 'Email Template' message for when we send out our packs? I can't find anywhere to do this is xero or Xero HQ or Ask. We would like to set up a standardised message for your annual accounts...

    Is there a way to enter a 'text' field into a document as well as a signature?
    We send out some authority forms to clients that needs them to add their bank a/c details & a/c…

    40 votes

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    9 comments  ·  Xero HQ  ·  Admin →
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    Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread

    • Ability to create a default email template for sending document packs 
    • A text box on single documents in a pack 


    We have another idea that's been started around the default email template across here and I invite all those interested to add their votes. 

    For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately. 

  20. The Journal report does not show any currency information, it would be very helpful to chow to currency and the debit/ credit source amounts.

    4 votes

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