Settings and activity
3 results found
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7 votes
An error occurred while saving the comment 
Lucinda Monks
supported this idea
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27 votes
An error occurred while saving the comment Lucinda Monks
commented
This should be for the filter on the bank reconciliation as well, we handle receipts and spent items separately and it's really see where we're at on spend items when there are lots of unreconciled receipt items that can't be filtered out.
Lucinda Monks
supported this idea
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138 votes
Hi community, we appreciate the continued attention this idea is receiving. While our team will continue to review this idea, Xero Tax remains a Partner only product with tools and capabilities that help Xero Partners serve their clients with ease, and we don't have immediate intentions of changing this. Again, we'd like to encourage that if you're not currently connected to a Xero Partner you can find one that can serve your advisor needs through our Advisor Directory. If there is any change planned we will update you of this, here.
Also to note, our current position on Xero Tax does not relate to our MTD IT program and we'll be providing further information for this separately on this idea.Thanks
An error occurred while saving the comment Lucinda Monks
commented
Completely agree this is a basic that should be there. I am an FCA working within companies. They are paying me for my experience and expertise in preparing accounts, yet the accounting package doesn't let me do this, and forces them to pay twice, and pay more, for an accountancy practice to do what could be done in house. Or to do accounts manually, which is more time consuming. This is a misjudgement of your customers and their needs.
In response to the reply above suggesting to connect to a Xero partner, we do have one, but don't want to pay them to prepare accounts when I can do this in house for a much lower cost.
A first step could be for Xero partners to be able to give customer staff access to the functionality, to prepare accounts and tax for the partners to review, if this could be a quick win, but this functionality should be available for all customers as they all need to prepare accounts and tax returns and shouldn't be held ******* to pay a partner they don't otherwise need.Lucinda Monks
supported this idea
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This would be really useful, as we handle receipt and spend items separately. It's really hard to see where we are on the spend items when there are a lot of unreconciled receive items that can't be filtered out.