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For accountants & bookkeepers

For accountants & bookkeepers

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  1. 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…

    10 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  2. When clients have not provided the required receipts to complete bookkeeping, I always have to generate a list of expenses they need to support.
    Rather than going to the "Bank Statements" highlighting, copying, pasting unicode text to excel and filtering out "reconciled" items, I would like to just click an "export list" button from the "Reconcile" screen and have it generate the list of transactions remaining.

    1 vote

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  3. Being able to filter with in the archive space of Xero HQ. This would enable sorting of clients to clean up clients with Xero files etc.

    1 vote

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  4. It would be great if clients can only see admin email (standard practice email) as a sender rather than staff emails as a sender. Example Invoice reply to standard organisation email rather than individual staff emails.

    2 votes

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  5. 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.

    2 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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    Hi Elmie, just trying to understand your idea here a little better - when you mention 'unapplied payment amount' would this be an amount that's been paid by your customer but hasn't yet been applied to the invoice, or the outstanding amount of an invoice once payment has been applied ?

  6. 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…

    8 votes

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  7. 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.

    39 votes

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    10 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

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

    14 votes

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     ·  7 comments  ·  Xero HQ  ·  Admin →
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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.

    2 votes

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  11. Ability to bulk Accept Subscription Transfers- when accepting transfers or converting clients in bulk from QBO or QBD the ability to bulk accept the organization under the firm would save significant amount of time.

    1 vote

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  12. We now have a single client record with HQ & XPM but it still does not pull through the client partner & manager from XPM and allow us to filter this way.

    We would find this feature very helpful when bulk updating client access for our team members when they start or depart.

    We also need to be able to export reports from HQ on the filters we apply. Currently even if a filter is applied the export includes all clients and columns and not what is in the filter display.

    3 votes

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  13. Could you please add a shortcut for the balance date in the journal section, so the accountant doesn't have to keep typing '31/3/202x' multiple times at year-end?

    1 vote

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  14. 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.

    2 votes

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  15. Make all ledger accounts across the P&L and the Balance Sheet available when incorporating formulas into financial statements. Some KPI's draw from accounts comparing a P&L account with a Balance Sheet account. At present, only accounts in the Balance Sheet can be used to do KPI's within. This is not optimal.

    1 vote

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  16. GST Rec - 2 Simple ideas.

    1. In the GST Rec report you could add drop down dates (as you have in the other reports) so you can easily pick the prior financial year as an option rather than having to pick the dates.

    2. A GST report that showed the late claims that relate to the prior financial year.

    1 vote

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  17. It would be a great help if you could insert a field into the activity page which includes the property address that the invoice is for, so that this would be clear which property the invoice relates to rather than having to go into each invoice to see which property it is for.

    2 votes

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  18. 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

    19 votes

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    7 comments  ·  Xero HQ  ·  Admin →
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  19. Home page or landing page -- can you put the "go to xero" button on the left of the client's name? The new page makes it so I have to scroll so far to the right to get to those buttons, that I no longer know which client is on which line of the table. It is harder to log in and go directly to my client's books now.

    5 votes

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  20. 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.

    24 votes

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     ·  8 comments  ·  Xero HQ  ·  Admin →
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