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  1. Xero tax (AU) - Roll forward Tax Returns

    34 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Deb McGrice commented  · 

    We waste so much time reconciling ATO reports with our database to work out what should still be rolled forward manually at the end of the financial year.

    It would be fantastic if we could match our data base with the ATO and if returns could be rolled forward.

  2. Practice Manager | Client Report - Include primary contact

    68 votes

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    submitted  ·  14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Deb McGrice commented  · 

    Our firm would greatly benefit from this functionality

  3. Reporting - File Attachment Report

    227 votes

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    submitted  ·  76 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Deb McGrice commented  · 

    Could you please post how to do this? My current Account Transaction report does not allow me to add columns and the available column listing does not include attachments.

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    Deb McGrice commented  · 

    A column to show a file icon or just show the file icon for a particular transaction would be very useful.

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    Deb McGrice commented  · 

    I would like to be able to see if a Xero data file has had a file uploaded and attached to a transaction. If a column could be added to the Account Transactions Report, to show if a file is linked to a particular transaction, I would not need to view the transaction in detail to see if there is a file attached. For example if a client has entered a bill and uploaded a tax invoice and attached it to the bill, when I run an Account Transaction report, I can see that there is a file attached. I could not need to view the transaction to check this. The other idea is if I could somehow view all uploaded files for a particular period of time regardless of what transaction they are attached to, it would save me time searching for the file.

    Deb McGrice supported this idea  · 

  4. Manual Journal - Ability to set default for 'Show journal on cash basis reports'

    183 votes

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    submitted  ·  60 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Deb McGrice commented  · 

    Without this feature we are continually changing the default for each journal we do.

    Deb McGrice supported this idea  ·