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For accountants & bookkeepers

For accountants & bookkeepers

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  1. on the cover letter just has clients name in addressee box , would be nice to include full addressee details including their address

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  2. When invoicing a job for a client that has a Billing Client I would like to able to sometimes invoice the Job Client instead of the Billing Client. Currently if there is a Billing Client exists XPM forces you to invoice the Billing Client.

    3 votes

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  3. I'd like a dashboard showing all clients listed under our organization with all banking details as well as in the moment bank feed status (ie: is the bank feed active, does it needs to be refreshed, has it dropped). This would enable those that have many clients under their organization to work smarter to fix bank feeds as soon as they're down without delays.

    91 votes

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  4. 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.

    2 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.

  5. 2 votes

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  6. Ability to have schedules with both figures from Xero and checkboxes within the same schedule.

    3 votes

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    0 comments  ·  Workpapers  ·  Admin →
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  7. ATO prefilling summary to include column displaying relevant Tax Return Label next to prefill information

    Example (Individual Tax Return - Bank Interest)
    Gross Interest $x,*** Label 10L

    Example (Managed Funds Distributions)
    Non primary production income amount $x,*** Label 13U

    Currently the ATO prefilling summary does not show the Tax Return Label which information will be prefilled into. Inclusion of Labels will make reconciliation between prefilling and Tax Return easier.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  8. It would be helpful when setting up new GL accounts in the COA if the screen would populate somewhere (even a drop down would be helpful) with the existing COA so you can see in same screen what’s already there and where your new account would fit logically

    1 vote

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  9. I wish you had the option to remove units and price from the transaction entry screen if you don’t need it-as it is this just requires extra clicks to get transactions in.

    1 vote

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  10. I wish you could add a new GL account to the COA right from the "create" tab of the match transactions page instead of having to click through to "add details" to access that function

    1 vote

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  11. If you send an email from the XPM Job it automatically adds the details as per the "name" field of the job as the subject in the email.

    Please add the name of the client after the insertion of the "job name" field of the job in the subject.
    If I do have a client with multiple entities, it can be confusing for the client as he does not know for which entity the mail is - he only sees the job number and the job description. If you look in history of your mails you can then also search…

    1 vote

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  12. Please add an option in collaboration to show active only or ALL jobs.

    We sometimes receive mails after the job was completed(or billed) but then we must open the job to allocate any mails received.

    1 vote

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  13. We would love a client report showing the Industry as it is in the Xero Organisation Settings.

    Currently the report gives the Main Industry classification but not the Sub Category.

    For Example the HQ report would show a company industry is Construction but actually the company provides Electrical Services and there is no report to get this detail of all the clients.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  14. Allow users to add columns for Partner, Manager, Client Group, Xero file type and subscription owner.
    We have staff that work for a particular Partner's clients. It would be great to be able to filter the client list by all of the above information so that they can be easily identified for updating new staff permissions.

    12 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  15. This is minor but annoying. I am working my way through a list of draft assets and when you register each asset Xero reverts to the registered list rather than returning to the draft list. This gets very tedious when you have a lot of draft assets!

    Conversely when you are disposing of assets it reverts to the disposed assets list when it would be more efficient to revert to the registered assets list so I can dispose of the next asset.

    3 votes

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  16. Report codes that are in the For Review category need a button so after changing the ones that need changing the rest can be marked as reviewed. Currently it looks like you have to click into each one to review it and no-one is going to have time do that when you can see most of them dont need changing.

    Its always an extra click to view all the report codes as Xero defaults you the the codes that are For Review. If they have all been reviewed we wouldnt have to do an extra click each time we want…

    1 vote

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  17. Separate the INCOME TAX EXPENSE from the normal operating expenses in the Profit & Loss Statement. for example:
    - Net Profit Before Tax
    - INCOME TAX EXPENSE
    - Net Profit After Tax
    This is the basics of accounting apps.

    80 votes

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    6 comments  ·  Workpapers  ·  Admin →
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  18. Make the Job 'State' an editable field when running report.
    It would be helpful to have the ability to update the Job 'State' from a report.

    5 votes

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  19. General ledger detail and Accounts transaction report - Have the ability to view attachments to invoices/transactions in the same way you can when viewing the VAT return reports.

    2 votes

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  20. The ability to filter by "Org access" in Xero HQ to show only the Xero files a staff member has access to, and exclude clients they only have Xero HQ Edit rights for.

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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