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For accountants & bookkeepers

For accountants & bookkeepers

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1408 results found

  1. It would be great if you can automate the ticking in of this 'ATOmate Fee For Service' (under client details) whenever 'Deduct fee from refund' is selected on the tax return currently in process. And if in the next financial year's tax return it is no longer fee from refund, 'ATOmate Fee For Service' will automatically be unticked.

    1 vote

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  2. Xero workpaper functionality that allows clients to submit their query responses against a specific line item, rather than the paper tab. Currently, it is difficult to determine which account the supporting document is for.

    23 votes

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     ·  2 comments  ·  Workpapers  ·  Admin →
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  3. Ability to bulk re-allocate invoices to different jobs and or clients.
    It would be great if you could easily re-allocate an invoice (or a cost / timesheet entry) to a different client or job. I have had cases where a clients name/entity type has changed and the recurring invoices have not been posted against the correct client in XPM (old client not new client, even though the invoice is issued under the new name in Xero). Or a client wants to be billed under different entities in a group but there is only one job so i would have to…

    3 votes

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  4. It would be great to have the ability to add stripe payment options to invoices created and sent out of Xero Practice Manager.

    1 vote

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  5. I have a number of clients who require the SA102M Ministers of Religion pages. I'd really like to see these added to Xero Tax.

    3 votes

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     ·  1 comment  ·  Admin →
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  6. We would like to be able to comment on the tax payment and save the comment, rather than making the comment and having to approve and then unapprove the letter to get it back to waiting for approval. This would also be good for tax notices that we ignore, as we can put a note as to why we are ignoring them.

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  7. In the list of client files, an indicator or percentage to show the portion of bank transactions allocated by bank rules to identify client files which can be optimised and more efficient by automation and bank rules.

    If client files can then be sort by the indicator to then extract a list for action.

    In xero files, for each transaction recorded by a rule could there be an indicator (ie "rule applied") to differentiate transactions manually recorded and recorded via a bank rule.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  8. In VAT return, when the payment to the supplier invoice is reversed, it creates a reverse line of VAT claim but does not show its reference when clicking on it. it just shows the journal figures without any refence which does not allow to see to which transactions it relates to.

    Journal is attached for visual understanding where currently no reference is seen.

    1 vote

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  9. As a UK accountancy practice based in in Northern Ireland, it would be great if our Regulatory Body, Chartered Accountants Ireland was available for us to choose as an out of the box Accountants Report. This would then allow us to use this for Company Accounts and then to use the 'default report' option for Sole Traders, who require a different type of Accountants Report.

    20 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  10. I’ve noticed that when re-sending an Activity Statement from Xero Practice Manager (XPM), it doesn’t resend the original email but instead generates a new one. This can cause confusion for our clients.

    Is there a way to adjust the settings or implement a fix or at least give us the option so that the original email is re-sent rather than creating a new one?

    2 votes

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  11. Would be great on the Jobs panel when sorting jobs by the "State" field that they were sorted by the order of the different states (1 Planned, 2 Job received, 3 In Progress etc.), rather than alphabetically (1. In progress, 2. Job Received. 3. Ready for review) as it makes no sense having jobs listed all out of order as to their actual progress in the workflow chain.

    2 votes

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  12. I've been using Xero Workpapers now for 7 years. While I find it efficient and effective, there is certainly room for minor improvements.

    Yet, despite this list of product ideas from users, it appears that Xero hasn't actually made any changes to this product in the entire time that I have used it. Of the 91 product ideas, only 5 have been marked as 'delivered', 3 of which are not specific to Xero Workpapers, 1 was pointing out a feature that has always been there and the last was resulting from the removal of the old xero reporting (not really…

    5 votes

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    0 comments  ·  Workpapers  ·  Admin →
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    Appreciate feeling that this part of the product hasn't got as much attention as you'd like to see, Colin.

    As you may understand some of our product team do look after and develop for multiple areas across Xero. While I can't share any direct works planned for this space atm, I want to assure you that your feedback has been shared back with the team and we are continually reviewing and advocating our customers ideas from the forums here with our product teams.

  13. Can we have the ability to search for a transaction , by amount , payee or description across all bank accounts. Rather than having to go into each bank account and sort dates etc and than search. Having the option to choose all bank accounts, rather than an individual bank account would be awesome.

    212 votes

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    Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search. 

    You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog. 

    We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here. 

  14. With a built in date range for Current Fiscal Year to Last Month, it will allow for some YTD reports to be saved without having to show info from the current month or manually change the dates each month the reports are run. This would save time when publishing financials for groups of clients each month.

    1 vote

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  15. Name of user in account transaction list - Would it be possible that the username of the person who edited or created a specific transaction be visible when downloading the account transaction? This is to make it easier to track who updated the information.

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  16. Add the ability to reference a job via the url e.g. https://app.practicemanager.xero.com/job/jobview.aspx?id=J012480 where J012480 is the Job Code in XPM.
    Good for reporting and referencing from external sources

    2 votes

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  17. I have recently subscribed to Sharesight for my Super Fund share portfolio as it integrates with Xero. Sharesight doesn't handle multicurrency bank accounts well but it does sync bank statements from Xero so by using multicurrency bank accounts in Xero and them syncing them to Sharesight the value is added to the portfolio valuation and the historical cost is handled correctly in Xero. Sharesight offers Xero Cashbook plans to their subscribers but I am sure there would be more subscribing if they could have multicurrency as I have seen a lot of subscribers complaining about not been able to use…

    1 vote

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  18. TPAR - Ability to add more than 12 rules. Some clients like to separate out each type of subcontractor they have on the books and end up with a lot more than 12.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  19. When completing a tax return for foreign residents we needed to adjust the discount rate for the property that they had sold. Xero had no way for us to change the discount percentage so we said that we used the other method to not include discount and then added the discount we should be able to claim to the costs in the Capital Gain Worksheet. As per Xero Support this was the only solution. Can you please incorporate a way for us to change the discount rate of a CGT event?

    7 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  20. Would be helpful if it showed a running total for the bank on the bank rec just to check the bank is correct

    2 votes

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    Hi Ifan, when you say running total of the bank in bank rec can you share a bit more of how you would use this when reconciling? Currently from the Reconcile screen of a bank account there is the Balance in Xero shown at the top that updates as you reconcile.

    Alternatively, the Account Transactions could be helpful for you here which will show the running balance of the accounts selected.

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