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For accountants & bookkeepers

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  1. We have some clients that have multiple businesses under their personal names. Can we please have individual worksheets for each business to input income and expenses which then automatically totals into the business schedule in the main form?

    At the moment in XERO tax, we need to put the grand totals into the business schedule, then split the amounts across the businesses for each expense/income line item. This is not practical as we generally receive separate figures for each business, not a grand total.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. Many our trust clients have investments in managed funds, e.g. Macquarie Wrap, etc. Unlike ITR, currently there is no "Distributions from Managed Funds" worksheet in TRT. This means, we need to enter Capital Gains and Foreign Income in the separate sections from "Distributions from Partnership/Trust" worksheet. It would be great if all components from Managed Funds distributions can be entered into one worksheet.

    22 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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  3. Currently there is only the ability to enter 4 Directors names into the Report fields in 'Advanced accounting › Report fields and schedules'
    So when we run the advisor reports, on the Director Declaration's page we have to manually type in the extra directors.
    Can you increase the fields for more than 4 directors and even more than 4 partners.

    10 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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    Thanks for engaging and sharing the idea here - Having a deeper read to interpret, there's the ability to add more client report fields that can be included in your report templates yourself (such as Director 5, Director 6 etc) - See detail in our help here.

    A couple of pointers to note, are;

    • ensure you have the Edit report templates permission, then
    • add the new client report fields at Xero HQ level first; this'll make them available to add in your Report templates. Then, add the names of the directors at the client level.

    We hope this helps you overcome the idea here, let us know if this doesn't quite accomplish what you're asking.

  4. Job Manager - Additional quick job notes Column need to be added which can be seen directly through Job manager screen instead of going inside the Job and then in tab notes

    6 votes

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  5. Currently there are several system notifications in Xero Workpapers however there is not one for when the partner has approved the workpaper pack. This should then send a notification back to the preparer/manager to let them know the job is right to be finalised.

    10 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  6. I have just discovered Xero Tax can't do Trust Income pages. We need the full suite for Self Assessment.

    5 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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  7. I have multiple 2018 bills to pay generated from the US Xero Payroll feature that I can not delete nor apply credit memos to. Those were always "locked" bills. I've been trying to void or zero out these bills for years and apparently, there is no way to actually do this. I've spent hours with customer support to no avail. Please put something in place to allow users/me to accomplish this task. My AP bills are messy and my cash basis balance sheet is messy. Journal entries are not a solution as the bills will never go away using this…

    3 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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  8. Allow Hubdoc to publish a receipt to an existing 'BILL' in Xero without creating and new transaction and duplicating the amount. Failure to do this forces the user to upload the receipt directly into Xero files instead or opt not to use the BILL feature in Xero and publish transitions in real time from Hubdoc instead. For those wishing to have all their receipts in a magical shoe box in the cloud (Hubdoc) it appears that this would be a way forward.

    67 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  9. When a client uploads receipts, bank statements or other items to Hubdoc via the app or sends them by email, it would be nice to be notified at the end of each day if something was added. The accounting program that our office uses emails general email when items are uploaded into our portal. This is to ensure nothing is missed or overlooked.

    10 votes

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     ·  3 comments  ·  Hubdoc  ·  Admin →
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  10. Support documents uploaded to a workpaper are listed at the bottom of a workpaper in the order they are uploaded in, it would be a handy feature to be able to reorganise uploaded documents as needed for ease of review and keeping items in say account or alphabetical order.

    55 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  11. it would be great if you could customise Payslips template or have different formats of payslips for clients i.e remove the hour

    17 votes

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  12. I would like an easy way I can get a list of my clients who are still on STP 1 so I can help them move to STP 2?

    5 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  13. Add a note function to each account. Similar to the queries button but just for general notes about what's in the account that doesn't need a resolution. This would be helpful near the account rather then just at the start in the job note section as it would allow quick access for others to see the note when looking at the specific account.

    41 votes

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     ·  3 comments  ·  Workpapers  ·  Admin →
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  14. Please make the field "Automatically Retrieve from ATO" available to select in Report Builder to be able to create and run reports with this field in it.

    14 votes

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  15. Sometimes we have more than three people working on a job and currently Xero only allows for one preparer, manager and partner on a job. It would be good if we could have more flexibility in this area.

    43 votes

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    2 comments  ·  Workpapers  ·  Admin →
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  16. Currently the apportionment percentage for the rental is calculated for all income and expenses. However, in reality this is not always the situation. Sage has the ability to change the apportionment of each expense individually as well which is very useful, time-saving and error reducing.

    20 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  17. Ability to set the client branding theme in XPM to push across to Xero. This comes from the branding theme set at the client level not working as the firms default branding theme currently is applied to all invoices. By default it should use the branding theme against the clients contact record in Xero as we have set this up but not working as per bottom comment on this help article here: https://central.xero.com/s/article/Set-default-invoice-quote-templates

    Xero Support response is currently "When invoices sync across from XPM to Xero, they use the theme that is at the top of your list in your…

    7 votes

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  18. Add the calculation of our clients Div 293 liability to the tax estimation sheet.

    48 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  19. Integrate XWPS with XPM - The XPM job should allow us to enter the period start and end date and this should link to XWPS along with the Partner, manager and staff. We should then be able to go into XWPS directly from that job in XPM. This would reduce having to enter data (period and staff) twice on XPM and XWPS

    8 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  20. Ability to Delete a Client from Xero Practice Manager if they have an IRD Number and/or Tax Returns.
    Have found that XPM has been updated so can no longer delete a Client if they have either and IRD Number or Tax Returns (including Archived Tax Returns). Client has to be Archived instead. Wanting to delete especially in cases such as the Client being deceased, rather than having to Archive (especially as Archived Clients can still appear in reports).
    While could delete the IRD Number and all Tax Returns from the Client, then delete, this could be a long process (as…

    3 votes

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