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For accountants & bookkeepers

For accountants & bookkeepers

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1408 results found

  1. It would be efficient to have recurring time entries to be saved as a favorite in XPM instead of having to complete all three segments about Client, Job & Task. Especially for daily recurring Internal Time entries such as Non-Billable Time for Meetings, Personal Breaks or Filing Emails etc.

    20 votes

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  2. Would like to be able to use ABN in a custom template for Job Brief, Invoicing, Purchase Orders etc in XPM

    2 votes

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  3. Ability to pre-lodge tax returns for all pre-2018 tax returns in Xero Tax AU, this will help reduce the amount of lodgement errors upon the lodgement of tax returns.

    2 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  4. One click tax estimate.
    We often just print a tax estimate and it would be great to have one button for the tax estimate rather than having to unclick all the other options in the print menu.

    16 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  5. Give the option to make document packs 'PRIVATE' if you don't want your employees to see your private and personal accounts

    3 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  6. This can be entered in the losses area of the tax statement, but does not pull into the next years tax return so is a complete waste of time.
    Normal losses pull through but these rental ones do not.
    Please fix this issue.
    These and normal losses should pull through from IRD - we shouldn't have to enter these manually as we currently do.

    11 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  7. Please can you design an app for XPM to record time on the go. It was such a wonderful feature when integrated with workflow max and would help so much when visiting clients on the go.

    16 votes

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  8. I would suggest that Xero should provide direct debits from all your accounts in one report.

    1 vote

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    Hi Komal, just to make sur we understand the idea here properly. When you say you'd like a report of all direct debits, is this where you've made a direct debit payment for bills? Or where you have customers that may be on direct debit payments with your business? 

  9. At the moment, within XPM staff permissions, there is either full access for managing invoices (view, edit, create and delete invoices), or nothing. Staff should have access to view previous invoices for tax return preparation, but not necessarily the permission to edit, create or delete invoices. Would like more access granularity for this feature.

    2 votes

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  10. We work in small teams and it would be great if we could get a "Staff" drop down added for the client set up. So we could know the partner on the account, the lead accountant/manager and the staff member that works on the file so we know who to approach for various issues :)

    39 votes

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  11. To have the Xero Fx rate populate automatically, show up as a suggestion, or be able to be selected via drop-down list within the Payments screen when Fx is involved. Currently you have to open a new tab, go to settings/currency, enter you date and then copy/paste the Fx rate.

    1 vote

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    Hi Amanda, when you mention the payments screen here - would this be when applying a manual payment to an invoice or bill in Xero? Just want to make sure I share your feedback with the right area here.

  12. When you use the cog in Hubdoc to update supplier information e.g. payment terms it use to being up the supplier, but it has recently stopped doing this. Now you have to search for the supplier to update and this takes time and is frustrating, especially as you use to be able to do this. Please put back this facility.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. When using other supporting documents—let's say bank statements—it would be great to add a hyperlink to the notes or text block section so you can just click and see the support document.

    1 vote

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  14. Once the Statutory accounts are generated more customisation options would be very helpful. The ability to add or group headings in the P&L and balance sheet would be great. Currently there is no option to show pre-tax profits in the P&L or to show more detail within certain grouped headings in the balance sheet.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  15. Can you please add the ability to create a Foreign Rental Schedule Capital allowance - Asset worksheet and Capital works - Asset worksheet in Income Tax Returns

    31 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  16. Have a separate tick box to include/exclude the detailed disclosure (separate from other schedules).

    We would like to be able to print schedules where required but not show all of the detail for the asset and liabilities disclosure. Allow us to select which schedules get printed with the tax return, rather than the all or nothing approach.

    8 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  17. Currently if a tax letter email fails to send, for whatever reason, there is no email notification it failed to send. The system really needs to be enhanced so the person who sent the tax letter from XPM gets an email notification that the tax letter failed to send to that email address. Currently it is just blind faith that all letters are sent which is clearly not good.

    32 votes

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    4 comments  ·  Xero Tax  ·  Admin →
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    Our team is looking into this idea, however, they don't have any dates planned on when they’ll develop a notification to let you know whether a tax letter has failed to send. We understand that this feature is important so that you can be certain your clients have received their tax payment reminder letters.

    We are monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status, and if there's any movement, we'll make sure to come back and update you here.

  18. Integrate workpapers module into Xero with direct links to the Xero trial balance. Importing the trial balance is impractical and time wasting and the allocation of the account balances within workpapers is dependant on the report code allocations. You should have to option to view all the account balances and the net profit or loss from the trial balance when viewing workpapers to ensure all balance sheet accounst are included.

    86 votes

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     ·  6 comments  ·  Workpapers  ·  Admin →
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  19. Be able to see the email body of the document pack that was sent or alternatively a copy of the document pack sent to the staff member who sent it to the client so that there is a record of what the email body contained.

    38 votes

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     ·  9 comments  ·  Xero HQ  ·  Admin →
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  20. It would be great to be able to set up Security Groups with permissions set for each group, which is then applied to each staff member by adding the Staff to that Security Group.

    This way, if a permission needs to be changed for a group of Staff, it can be done at the security group level rather than having to click into each Staff member and edit their individual permissions - which can create inconsistencies and easily miss settings when dealing with a large number of Staff.

    10 votes

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