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For accountants & bookkeepers

For accountants & bookkeepers

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  1. There are three documents that we are often chasing clients for as accountants in order to do accounts or self assessments -
    - Loan statements which show the year-end balances and the interest amounts (for example on the bounce-back loans).
    - Bank statements which show the year-end balance to check the accounting software pulled in all the data correctly.
    - Mortgage Interest statements (for self-employed clients who work from home or landlords on their self-assessments).

    We do ask the clients for these, but it's often difficult and very time-consuming for the client to get hold of (and sometimes they just…

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  2. AU Tax - report field for Payer Name from Payment Summaries

    11 votes

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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…

    4 votes

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  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

    92 votes

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    Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here. 

  5. XPM Billing - Ability to bill more than the WIP without WIP write-on.

    If XPM allows carrying credits forward for future use against more work in the future, similar to other traditional practice management software, that would be great. For example, Once we completed the job, we sent out the work with our invoice. If we can carry credits of an hour or two for clients to review the work, discuss and send back the signed copy, lodged & sent assessment etc. This additional time can be offset against the credits that we billed more than the WIP so we…

    5 votes

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  6. 1 vote

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  7. In MYOB, we had individuals as well as partnerships and trusts (which names included surnames of the associated individuals) set up in surname order, which would allow the clients to be sorted, filtered and exported to various lists or worksheets in that order and make it easy to compare/pick up other fields that should be the same for the group/family members (like addresses, emails for tax notices etc). In Xero, however, the names are sorted by the Name* (for entities) or Display Name* (for individuals) - the fields which we only want to be used as display names on the…

    3 votes

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  8. You should be able to use autosync to publish multiple document types in Hubdoc. Dext can do this.

    6 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  9. add more reports into report template, for example payroll report and tracking summary. Thank you.

    52 votes

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    7 comments  ·  Xero HQ  ·  Admin →
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    Hi community, we appreciate hearing your interest around the reports that would be useful for you to use in Report Templates.

    We have decided to split the request for Payroll reports and the Tracking Summary report as it is unlikely these would both be added at once.

    You'll find the new idea for the Tracking Summary report across here and this one will remain centered around Payroll reports.

    We want to be honest that we don't have any plans at this stage for adding payroll reports to Report Templates. But, our product teams are aware of the interest surrounding this and we'll let you know if there is any progress on this idea.

  10. have supplier inv reference picked up in hubdoc and posted through to xero so xero can show in supplier reconciliations . so supplier canrecognise our ledger . also avoid hours trying to cross refer supplier invoice reference queries to the associated hubdoc unless obvious by date

    12 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  11. We are finding staff are regularly being logged out of XPM when they move between the 'Clients' tab & the 'Jobs' tab. When this happens it asks staff to log back in, but we are finding it is taking them to random different areas of XPM instead of back to where they were. i.e Setting up a new organisation page, in the middle of a client file etc. This appears to be a basic functionality issue that needs to be fixed.

    20 votes

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  12. In the last financial year, we made multiple and significant layout changes to the accounting schedules in our financial notes.
    Therefore, we intend to 'Copy and Edit' most of our financial reports. However, we have found that when you 'edit layout' it removes the date field codes in our numbered notes regardless of if you edit the number notes or not - therefore losing it's auto updating feature.
    As a result, we are now having to manually update the year in all of our financials, or start from scratch.
    Please make it so edit layout does not remove date fields…

    35 votes

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    6 comments  ·  Xero HQ  ·  Admin →
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    Thanks for sharing how we can improve notes in reports for you. Currently, our product team is currently doing some research to identify areas for improvement in the Notes to Financial Statements in Report Templates.

    We'd like to engage and get input from you all here, which will help the team understand where they can focus their efforts.

    If you'd like to participate and share your thoughts, please fill in our short survey here✍️ - It'll only take a few minutes to complete, and our team would greatly appreciate your contributions to their discovery.

    If you have any colleagues, that have interest in this you're welcome to share the link with them, too. 😊 

  13. Currently we can update a clients physical/postal address and then update all those relevant in the group using the pop up 'Update relevant client addresses'. It would be so helpful and save time to be able to do this for the EMAIL address of a client.

    17 votes

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     ·  1 comment  ·  Admin →
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  14. I’d like to suggest adding an automated feature for populating dates in the Company Minutes, using the reporting date as a reference. This would eliminate the need to manually update dates throughout the document, saving time and reducing errors.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  15. I have just learned that XPM does not connect to Outlook and thus Client data is not synced. I thought this would be the most important information to sync with outlook, Afterall clients are who accountants communicate with most.

    4 votes

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  16. The Cover Letter shows the Taxable income and refundable/payable amount, can it also then include spousal tax return information so we can send one cover letter for two tax returns.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  17. 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.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  18. Xero tax software needs to be amended so that a provisional tax payment requested based on the previous year plus 10% shows up as the first installment of provisional tax due in the xero tax return even though the client hasn't made the payment but is required to have paid by the 1st provisional tax date. At present shows as 0.00 which is incorrect based on the inland revenue rules. So at present have to copy the tax return to a pdf export to word and then manually amended the tax return to show the correct tax payment that was…

    33 votes

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     ·  1 comment  ·  Admin →
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  19. Xero HQ report templates overwrite the order of accounts to alphabetical when accessed at a client. The report templates are in the correct part of the financial statement for the client, but then it defaults to alphabetical order. This requires you to change the order for each client, even though it was done at the HQ level.

    3 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  20. Please add a column in Xero HQ, not unlike "unreconciled items" that notes the STP status of connected Xero organisations. Options to flag in this column are "STP 2 not setup", "[Year] Finalisation outstanding".

    3 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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