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For accountants & bookkeepers

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1432 results found

  1. Kindly would like to suggest adding Original Currency in the Aged Payables and Aged Payable Summary. Would make our reporting preparation easier. Thank you!

    13 votes

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     ·  5 comments  ·  Workpapers  ·  Admin →
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  2. PAYE Finalisation Notification to prompt in the Notification bell when it comes due or when it will be coming due

    2 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  3. Would love the ability to assign practice team members to activity statements so you can see from within Xero Tax the workflow of which team members are assigned to which AS.

    1 vote

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  4. Would be great to have a field option in the Report Builder that can show if a Tax Return was prepared as a 'Final Tax return'.

    1 vote

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  5. Merge contacts (not clients) in XPM? I seem to have lots of duplicates but I don't want to just delete the ones with no jobs/invoices attached to them incase they are linked elsewhere. Is there a way to merge them? All the searches I have done only talk abut merging clients.

    55 votes

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  6. The spacing within the Description box on the invoice is permitted and will be accurately reflected in the PDF.

    1 vote

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  7. Being able to filter the "Ideas" by location. I just went through 366 tax ideas and less than half applied to AU tax.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  8. In 'Account Transactions', it would be useful to be able to specify the date order - latest first or, as now, oldest first.

    1 vote

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  9. Wnen editing a transaction - to change tracking, for example - Xero, by default, changes the transaction date to the date of the amendment. This causes problems when the transaction crosses a FY boundary. It would be less problematic if the original transaction date was retained, unless the user specifically changes it.

    1 vote

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  10. It would be highly beneficial if Xero could introduce a feature allowing pop-up messages for specific contacts. Many businesses have clients or suppliers with unique requirements that need to be addressed when creating invoices, bills, or any other financial transactions. Having a customizable pop-up notification appear whenever a particular contact is selected would ensure these details are not overlooked.

    This feature would help users streamline the invoicing and billing process, prevent errors, and improve overall efficiency by automatically reminding staff of any special conditions or instructions associated with a contact at the moment of transaction.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  11. Leave Request emails to show Organisation Name.
    Currently, leave requests that come directly from Xero for an employee does not show which organisation the employee is from.
    I have multiple businesses that I have payroll access and it is quite hard to recall all staff names from all businesses.
    The subject line should show Jane Doh from XYZ Pty Ltd has requested leave. This would make identifying the company much simpler.

    1 vote

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  12. Include a table showing the share capital issued.

    2 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  13. Include a table for the operating profit note with the required disclosures e.g. depreciation, directors remuneration etc.

    2 votes

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  14. Include balance sheet amounts on the analytical review, and the ability to add and show comments against each line.

    2 votes

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  15. The ability to have client codes and export codes be the same to make it easier when bulk updating manager and partners

    2 votes

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  16. Ability to show the breakdown of "Non refundable tax offsets" on individual tax estimates. Mainly Primary Production Averaging details.

    2 votes

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  17. AIA is a prestige accounting body in the UK and I couldnt find the accounting bodies list during preparing final account - it should be added

    Thanks

    1 vote

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  18. There should be an option whether to claim capital allowance partially or not to claim also in the capital allowances section

    1 vote

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  19. 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.

    3 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  20. It would be fantastic to attach more than one file when publishing from Hubdoc to Xero! Often bills come with supporting documentation, such as contracts and/or receipts. It would be great to be able to attach these, as well as the original bill to be published.

    Thanks!

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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