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For accountants & bookkeepers

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187 results found

  1. It would be extremely helpful if there was an option to set multiple lock dates for various clients at once, so that we don't have to go into each client separately each month. It would also be helpful to have this option on Xero HQ with a view to their current locked period as well.

    4 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  2. Enable the ability to generate a report that includes users for each client organisation that includes users who are not staff members so that you can quickly see if the correct and relevant people are accessing the Xero file and know if you need to remove users who shouldn't be there.

    7 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  3. Archiving a client with a Xero Ledger/Plan seems almost too easy as there is no warning to prompt you to cancel the subscription/or remove yourself as a user - So you could end up paying for a Xero Ledger/plan indefinitely and not know.

    As an example, we discovered 20+ entities that had been archived in XPM/XeroHQ but not cancelled in Xero.

    There is currently no way to easily find out if any active ledgers/plans are on the Archived list (which thanks to the Xero Single Client Record Process we now have 3,000+ archived clients) as you
    a) cannot filter by…

    23 votes

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     ·  4 comments  ·  Xero HQ  ·  Admin →
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  4. Document packs. Signers contact details and email addresses should be accessed from Contact details already stored for the client. At present they have to be located and copied manually when adding a signer to a document

    1 vote

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  5. In any particular Xero account, you can review the history notes (essentially an audit log), however we do not seem to have the ability to audit a particular staff member's activity across all clients.

    This would be useful if you have a particular firm employee making the same mistake across multiple reconciliations. You could see their access/activity log to know which clients you needed to review. Or if you simply needed to know every client the employee has touched in a certain timeframe.

    26 votes

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  6. Add 'Client reference number' to column customization

    would be really handy to customize columns and see the Client reference number

    11 votes

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  7. It would be great if we could have repeating queries on Xero Ask so that it will automatically send queries requesting year end information or VAT return records without any human input. It would save a lot on admin time and give Xero accountants an edge.

    6 votes

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  8. 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…

    12 votes

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  9. I’d like to suggest adding an automated feature for populating dates in the Company Minutes, using the reporting date as a reference. This would eliminate the need to manually update dates throughout the document, saving time and reducing errors.

    1 vote

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  10. Xero HQ report templates overwrite the order of accounts to alphabetical when accessed at a client. The report templates are in the correct part of the financial statement for the client, but then it defaults to alphabetical order. This requires you to change the order for each client, even though it was done at the HQ level.

    3 votes

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  11. Please add a column in Xero HQ, not unlike "unreconciled items" that notes the STP status of connected Xero organisations. Options to flag in this column are "STP 2 not setup", "[Year] Finalisation outstanding".

    3 votes

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  12. Ability to drag and drop PDFs into document packs.

    1 vote

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  13. 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…

    13 votes

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  14. If you update the report code mapping on a report template and save it as a draft, the changes won't reflect on the draft template in the client’s organisation.

    You either need to remove the report from your template and add it again, or run a fresh template in the client organisation.

    Xero Product Ideas is where our customers can share and support ideas for change.

    Above the answer for my problem - such an obvious issue, surely Xero, you can sort this out without waiting for folks to vote on it !!

    1 vote

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  15. We are trying to move all client records to Xero away from a different software provider but we need custom fields that we have built in Xero Practice Manager to be synced with Xero HQ please. This way we will be able to filter our clients using the custom fields that we have created which will then match what we can do in the software that we are trying to move away from.

    2 votes

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  16. It would be handy if we could access a report to see which staff are completing the Quarterly Product Updates and Knowledge Checks

    2 votes

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  17. Bring back the ability to extract a list of payroll clients so that we can know the clients who might need assistance with EOFY payroll functions.

    3 votes

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  18. In the list of client files, an indicator or percentage to show the portion of bank transactions allocated by bank rules to identify client files which can be optimised and more efficient by automation and bank rules.

    If client files can then be sort by the indicator to then extract a list for action.

    In xero files, for each transaction recorded by a rule could there be an indicator (ie "rule applied") to differentiate transactions manually recorded and recorded via a bank rule.

    1 vote

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  19. Have a chart of accounts to be able to use for SMSF's

    19 votes

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     ·  9 comments  ·  Xero HQ  ·  Admin →
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  20. Xero apps - In Xero HQ we use to have the apps under the explorer tab, to see the most popular apps and what clients are using them. It was highly useful to advise clients when an app was to cease or we were introducing an alternative to see who was using it.

    47 votes

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    13 comments  ·  Xero HQ  ·  Admin →
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    Appreciate the interest and hearing the use you have in seeing integrated apps your clients have connected.

    As some will have received communication of some time back - we made the hard decision to retire Explorer in Xero HQ from 12 April, 2023.

    Right now, if you'd like to see the apps a client has connected you can open the Xero organisation, go to settings and select Connected apps.

    While this is something we may consider developing elsewhere in Xero HQ down the road, it isn't in the teams plans right now. We'll continue to track interest here, and let you know if there is any change surrounding this to share. Thanks

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