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For accountants & bookkeepers

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1343 results found

  1. It would be great to see the budgets easily when we open the Jobs tab in XPM. This will help us have a quick glance at the budget for each job rather than opening each job in a new browser tab or generate a report.

    31 votes

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  2. It would be a HUGE time saver if we had the ability to attach supporting documents to the journals posted through Xero Workpapers (in the same way that we can attach documents to journals posted directly in Xero).

    7 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  3. To have a function that essentially works as a sticky note on the details page of the clients file. Although there is the notes function, it it easily lost within the multiple tabs, however if something was right there on the home screen for all to see it isn't as easily missed/ignored. It could be something simple like a staff member has been trying to get in touch with the client, or bringing attention to an address change, noting the preferred method for documents to be signed etc.

    34 votes

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  4. It is too easy currently to click back/undo one too many times and end up inadvertently posting into a different organisation from the one you were working on.

    I was showing a colleague how to do something in the Demo company, but I clicked back too many times and ended up making my dummy postings into a client's organisation instead.

    For accountants and bookkeepers who have multiple clients and multiple transactions to post, this could create a lot of unnecessary work that can easily be avoided by some kind of indication that you are changing organisation.

    2 votes

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  5. Would love to see Xero Tax to prefill STP data (W1 and W2) into BAS/IAS.

    10 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  6. On the IR3 2024 tax return it is currently labelling the tax liability after provisional tax paid as 2024 residual tax to pay. It should say "Tax to pay" or "Terminal Tax to pay". It is incorrect and confusing to have the tax before and also after provisional tax to both be labelled as residual tax. In communications when we are advising on provisional tax obligations we reference the obligation being based on 105% or 110% of residual income tax and now that is not clear for the client which figure we are using. In addition under the 2025 provisional…

    9 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Hi team, we appreciate your insight into the confusion this label can cause. This is something our product team plan to address and make a change for within payment summary for 2025 IR3.

    I'll be back to share more updates as this is worked on.

  7. It would be useful to be able to file historic tax returns prior to the dates shown in Xero. I have a client who submitted his own accounts but has never submitted his own tax returns so we need to file 4 returns for him but we are only able to go back 2 years.

    5 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Hi Natalia, just to make sure I'm sharing this back with the right team internally. Where abouts is your client based. Our Tax products for each region are developed separately for their own needs and regulations so this information will make sure I get it back to the right team to consider.

  8. Is there a way we can view 4 weeks worth of jobs rather than 2 weeks on the dashboard?

    2 votes

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  9. With the movement towards Digital ID (MyID, Auspost Digital ID, Connect ID).

    https://www.digitalidsystem.gov.au/

    It would be convenient if we could onboard clients using these systems. Would ensure that details were correct and identify the clients at the same time.

    Is Xero working on this?

    1 vote

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  10. Where the individual client title has been changed to "Executor for" or "Representative for" the declarations should also be updated with this information. Currently the declarations still just use the individual name, who may be deceased or unable to sign on their own behalf.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  11. When preparing an invoice, it would be great if you could replace the radio buttons with check boxes within tasks and also be able to bulk update the Billable status on timesheet entries within a task to Yes, No or Future.
    If you have a task with a lot of timesheet entries, and you only want to bill a few of them, it's very time consuming to have to select one by one to change the Billable status to Future.

    7 votes

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  12. GST transactions (in GST Return) - The description is now the payment supplier or customer instead of the description on the invoice or transaction. And the links are now going to the payment or payment batch rather than to the invoice so then you need to look for the invoice you are trying to verify. Can the link please be the actual invoice being paid?

    2 votes

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    0 comments  ·  Workpapers  ·  Admin →
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  13. Calculator function in the dollar fields -- Reckon accounts has a function where, if you need to split a total into 2 or more lines, you can subtract it from within the dollar field just by pressing the minus button. Then to enter the result into the dollar field you just press the enter key. See screenshot.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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    Hi Dana, thank you for this feature idea. A calculator function to handle quick calculations within the dollar fields in Hubdoc is a great suggestion.

    We're grateful for your engagement and for letting us know the changes that matter to you.

    We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  14. To have a check box next to supplier when you have matched their monthly statements so you know who is left to receive a statement from

    6 votes

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    0 comments  ·  Workpapers  ·  Admin →
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    Aaah wait, sorry just saw this is for Workpapers not Bills in Xero, Teresa. M suggestion of the notes on a contacts record may not be as useful for this scenario.

    While no plans for this at present, we'll get a feel for the interest of this here. Thanks

  15. see CX0014868568

    can we modify the password settings?
    we prefer dd/mm/yyyy

    or allow us to modify the password in whatever way we see fit.

    the current method of dd-Mmm-yyyy with the first letter of the month being capitalise gets cumbersome for clients

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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    Thanks for sharing your idea in the forums here, Christopher. There aren't any plans around this right now, but we'll gain a sense of the interest for being able to edit the password for OoA's from your idea here, and share if there's any news.

  16. It would be great if Xero recognised Bank term deposits or Pie deposits, and could record the interest rate, compounding periods, and calculate accruals to balance date.

    1 vote

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  17. Add the function to create a new Journal to the '+'.

    No need to go on to a journal report and then select add new journal.

    2 votes

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  18. Report templates do not support advanced layout structure and require marginal adjustments often.
    Currently, export in docx format (or other MS Word compatible formats) is not supported and the Xero Team recommends to convert .xlsx into .docx which is not ideal and takes a long time.

    I suggest offering the possibility to export Xero reports that have been filled out (based on Reports templates) to .docx or MS word compatible formats.

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  19. It would be great if there was some automatic notification to the client/job manager that a draft invoice has been raised and is awaiting approval.

    Probably just one email per day so they are not being spammed!

    5 votes

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  20. Currently, retrieval of PLS Reports (EFT reconciliation report for client trust payments) relies on a manual Retrieval. It would be ideal if this report could be set to automatic retrieval.

    6 votes

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