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11 results found

  1. Workpapers - Integrate with the Xero trial balance

    86 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Daniel Bland commented  · 

    There are third-party tools - like RecHound - that can do what you are asking, but only for balance sheets.

    Quick video here highlighting the features:
    https://www.rechound.com/video-demo

    If you like it, you can link it to your Xero and start a free non-obligation trial here:
    https://app.rechound.com/starttrial

  2. Workpapers - Link prepaid Borrowing costs from the Balance sheet to the Borrowing Costs workpaper

    3 votes

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    1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Daniel Bland commented  · 

    There are third-party tools - like RecHound - that can do exactly what you are asking for by creating account groups and linking multiple associated accounts. For example, fixed assets and depreciation accounts.

    Quick video here highlighting the features:
    https://www.rechound.com/video-demo

    If you like it, you can link it to your Xero and start a free non-obligation trial here:
    https://app.rechound.com/starttrial

  3. Workpapers - PAYG Instalments section (issue with June CY on Balance Sheet rec)

    4 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Daniel Bland commented  · 

    There are third-party tools - like RecHound - that can do the balance sheet rec much easier.

    Quick video here highlighting the features:
    https://www.rechound.com/video-demo

    If you like it, you can link it to your Xero and start a free non-obligation trial here:
    https://app.rechound.com/starttrial

  4. Workpapers - Roll forward to the next years workpapers

    98 votes

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    7 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    submitted  ·  AdminDana A (Admin, Xero) responded

    Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.

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    Daniel Bland commented  · 

    There are third-party tools - like RecHound - that can do what you are asking. You can roll forward your support items for any account from any previous month.

    Quick video here highlighting the features:
    https://www.rechound.com/video-demo

    If you like it, you can link it to your Xero and start a free non-obligation trial here:
    https://app.rechound.com/starttrial

  5. Workpapers - Balance sheet on analytical review

    2 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Daniel Bland commented  · 

    While not in the analytical review, there are third-party tools - like RecHound - where you can add comments to lines.

    Quick video here highlighting the features:
    https://www.rechound.com/video-demo

    If you like it, you can link it to your Xero and start a free non-obligation trial here:
    https://app.rechound.com/starttrial

  6. Show "all" transactions in nominal account

    1 vote

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Daniel Bland commented  · 

    There are third-party tools - like RecHound - that can do what you are asking for, in terms of the balance sheet at least.

    Quick video here highlighting the features:
    https://www.rechound.com/video-demo

    If you like it, you can link it to your Xero and start a free non-obligation trial here:
    https://app.rechound.com/starttrial

  7. US Xero Payroll - Ability to delete or apply credits to 'old' bills to pay

    4 votes

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    submitted  ·  2 comments  ·  For small businesses » Payroll  ·  Admin →
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    Daniel Bland commented  · 

    There are third-party tools - like RecHound - that can clear these transactions for you, so they no longer affect your month-end balance sheet recs.

    Quick video here highlighting the features:
    https://www.rechound.com/video-demo

    If you like it, you can link it to your Xero and start a free non-obligation trial here:
    https://app.rechound.com/starttrial

  8. Reporting - Subtotals for Balance Sheet areas, without grouping accounts

    1 vote

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Daniel Bland commented  · 

    There are third-party tools - like RecHound - that can do what you are asking, by providing grouping of accounts.

    Quick video here highlighting the features:
    https://www.rechound.com/video-demo

    If you like it, you can link it to your Xero and start a free non-obligation trial here:
    https://app.rechound.com/starttrial

  9. Balance Sheet - Link credit card accounts to show one line

    3 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Daniel Bland commented  · 

    There are third-party tools - like RecHound - that can do what you are asking, by providing grouping of accounts.

    Quick video here highlighting the features:
    https://www.rechound.com/video-demo

    If you like it, you can link it to your Xero and start a free non-obligation trial here:
    https://app.rechound.com/starttrial

  10. Balance Sheet Movement in Custom Reports

    1 vote

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    1 comment  ·  For small businesses » Business features  ·  Admin →
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    Daniel Bland commented  · 

    There are third-party tools - like RecHound - that can help do what you are asking for your month-end processes.

    Quick video here highlighting the features:
    https://www.rechound.com/video-demo

    If you like it, you can link it to your Xero and start a free non-obligation trial here:
    https://app.rechound.com/starttrial

  11. Reporting - Alert if the Balance Sheet is unbalanced

    1 vote

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Daniel Bland commented  · 

    There are third-party tools - like RecHound - that can do what you are asking for each account in the balance sheet.

    Quick video here highlighting the features:
    https://www.rechound.com/video-demo

    If you like it, you can link it to your Xero and start a free non-obligation trial here:
    https://app.rechound.com/starttrial