For accountants & bookkeepers

For accountants & bookkeepers

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  1. To be able to duplicate a contact, therefore not having to retype in the address, phone number and all other details. You would just need to rename the client and change the IRD number etc before saving. This would be a huge time saver.

    7 votes

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     ·  0 comments  ·  Xero Practice Manager  ·  Flag idea as inappropriate…  ·  Admin →

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  2. I would love to see an improvement with Xero XPM NOTES.

    We seem to leave 2 types of notes.

    TYPE 1: is URGENT, we want people within the firm to see it and read it. It would be good if you could select this note to be a banner across the top of the clients screen. Similar to how if the client has a debt it shows at the top. (love that function)

    TYPE 2: is just an ordinary note that is sufficient with the current design.

    It would also be great if you could share notes across multiple clients…

    7 votes

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    0 comments  ·  Xero Practice Manager  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Following on from advice from IRD. Is this something that is easy enough to create?

    See email from IRD.....

    We are getting a number of customers to our Front of house (reception) who require a printed barcode to make their payment at Westpac. As you might expect, many of these customers are elderly and it has been some effort for them to go to Westpac only to find they need a barcode to pay so they come to see us… before heading back to Westpac with their printed barcode.

    Most have, in the hot little old hands, a lovely letter…

    6 votes

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     ·  1 comment  ·  Xero Tax  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Just a simple one!

    Next to the date of birth in Xero PM, could you do a little thingy so the age calculates and shows there?
    I've done my best Canva work in the attached to explain better!
    And chose my most favourite clients as an example :)

    6 votes

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     ·  0 comments  ·  Xero Practice Manager  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Xero HQ - Business Client Dashboard

    I would like a section in Xero HQ to see key metrics across my business clients in the form of a dashboard screen.

    The data displayed should be almost like an 'early warning system' for practice linked business clients that are falling behind on:

    • Administration (Bank rec transactions, unlodged payruns/bas forms)
    • Business performance is suffering (Significant decrease in quarterly sales, High 90 day+ debtors)
    • Accounts hit certain thresholds set at a client level (Bank account overdrawn, GST/PAYG/Super Liabilities over a certain threshold)

    This could also be used to spot client performing really well too.

    5 votes

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     ·  1 comment  ·  Xero HQ  ·  Flag idea as inappropriate…  ·  Admin →

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  6. 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.

    6 votes

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  7. Hi there,

    Is there any way you could please add the the balance entered into imputation credits in the "tax provision per P&L" section of Workpaper to flow through to the "Balance sheet income tax reconciliation"

    4 votes

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     ·  1 comment  ·  Workpapers  ·  Flag idea as inappropriate…  ·  Admin →

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  8. The current sync of "clients" from XPM to "contacts" of the practice Xero Blue file only updates when an invoice is sent across.

    Surely this could be made into an immediate sync, or at the very least an overnight sync?

    Given XPM doesn't integrate with a whole lot of software and doesn't integrate with Zapier, many add-ons practices use are linked with the Xero Blue file and require that data to be accurate. Debtor collection software for example, marketing software, etc, all require contact details to be accurate, and if clients change details, there can be a large delay before…

    5 votes

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  9. When entering in the Franking Account in a tax return, you should be able to reorder the rows if you enter a date that is not in chronological order. Or alternatively, the system should be smart enough to re-order the rows based on date.

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Ability to export Xero Tax in CSV format.

    Purpose: Users can easily export CSV format for their Xero Tax without having to convert somewhere else.

    5 votes

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  11. Allow a practice-wide setting to default postal address to client's postal address/main address, rather than agent address. Same applies to phone number and e-mail address.

    I'll admit I'm brand new to Xero Tax, but the returns I have created so far default to Agent Postal Address, whereas all of my returns always use client postal address. Instead of having to toggle/switch this for every return (and in due course no doubt missing one at some point), it would be great to have a practice wide setting. "On Tax Return forms, postal address should default to [client address]/[agent address]".

    Similarly, my…

    5 votes

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  12. For manually uploaded receipts, the ability to edit the vendor and category in bulk would be be a big time saver.

    4 votes

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     ·  0 comments  ·  Hubdoc  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Document Packs when resent do not update the "History" in Xero Tax. This means that the most recent reminder in Xero Tax can actually be much more older than that from the Xero Document Pack

    Would be good to see the history in Xero tax use the dates from the reminders sent in the document pack instead of having to leave Xero tax to find out.

    4 votes

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  14. The Xero Hotlink button should open an Account Transactions (new) report for that account rather than the old Transactions report, for many many reasons.

    3 votes

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  15. It would be fantastic if we could add another Relationship type in XPM, namely 'Unitholder' so we could link the unitholders and their holdings with the Unit Trust.

    2 votes

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  16. Have the ability to send a copy of the actual message/links sent to a client to our own email when we we send something for e-signing via Xero Sign. Adobe sign has this option.
    This would help us because:
    1. It is a professional requirement to keep a copy of all correspondence sent to clients.
    2. It also would help when they call and have a question about what to do if you could have the exact copy in front of you to step it through with them.
    3. When they dispute what was written in the text part of…

    2 votes

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  17. Contacts grouping - When exporting clients to a CSV file, being able to see which clients are allocated to which group, I've assigned a group (there's about 8 different groups in total) to 2/3 of my 1500 client list, but now have to sift through 1 by 1 allocate a group to the remaining clients.

    2 votes

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  18. Include a new field in the transaction details section so that you can allocate your own project code or job reference (rather than just the invoice number) for better project tracking.

    3 votes

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  19. I would like if when setting up clients. Under the "Business" tab, instead of industry being so limited, for it to replicate Companies House & use the SIC codes.

    2 votes

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  20. The date ranges in Lead reports do not work. Run a report from “on or after the beginning of last month” to “on or before the end of the month” or run a report from 1 March to 31 March - the leads raised on the last day of the month or 31 March do not show on the report.

    Try it! It's very frustrating. Surely this can be fixed.

    2 votes

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