For accountants & bookkeepers

For accountants & bookkeepers

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  1. 1 vote

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  2. Before the changes to report templates we could move between pages in our annual accounts using the arrow keys on the keyboard. With the recent changes this no longer works. Would it be possible to reactivate this functionality or alternatively can the arrow buttons that are currently at the top of the page be moved or added to the bottom of the page (where the save buttons/edit layout buttons are) so they are always visable.

    1 vote

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    Thanks for your idea, Joanne - We appreciate with the updates for Report Templates there is a change to tabbing with your keyboard when moving through fields of a Report Template. 


    We're keeping our eyes on the interest around this here, but want to be upfront that we don't have immediate plans for changing. 


  3. Hubdoc's integration with Xero can be great when it enables automatic reconciliation of an invoice with accounts in Xero. However, if any portion of an invoice is allocated to an account in Xero that has a 0% tax rate, Publishing to Xero fails with the error message "Validation Err. Line item tax amounts do not total to document tax amount".

    An example of where this occurs is where 50% of a transaction is deemed a business expense, while 50% of the transaction has a private use component, where the private use component is treated as personal drawings, e.g., the business…

    1 vote

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  4. Removal of 'completed' jobs from the job list when preparing an invoice in XPM.

    Sometimes we invoice a parent client with multiple entities jobs appearing and this can be very hard to navigate when looking for current jobs to invoice - even if the status is marked to be invoiced. It would be more efficient if completed jobs just didn't appear in the list.

    1 vote

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  5. Singapore Tax - Create a GST F5 for foreign currency ledger. It is now a pain to do GST reporting for a USD reporting company.

    1 vote

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  6. Partners can see/change to all staff's dashboards from within their own dashboard.

    Purpose: to monitor poor performing staff in a timely manner

    1 vote

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  7. Depending on which screen we generate invoices from (Client, vs Invoice Manager, vs WIP), whether we bill multiple jobs or not, whether we bill a final invoice or not, the experience of creating an invoice is quite different.
    - Whether or not timesheets show up attached to the invoice
    - Whether the WIP $ value is shown on the jobs we are choosing to invoice or not
    - Whether the jobs appear in the list or not
    - Whether an invoice for one billing client (multiple sub clients) is created as one invoice or not

    It would be good to…

    1 vote

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  8. Ability to search or order and select documents based on the transactions date

    Purpose: Efficiency in downloading documents in bulk.

    6 votes

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  9. To make users able to search account name & code within the supplier configure rules setting.

    Purpose: To make users easier to search account name and code when they’re dealing with larger charts of account lists.

    4 votes

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  10. Ability to sort/filter the list so only jobs relevant to the staff member show, within the adding staff to jobs screen.

    Purpose: To easily see staff’s role within Xero Practice Manager.

    2 votes

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  11. Ability to memorise the configuration of previous multiple line invoices.

    Purpose: To save time from having to enter the details of a similar invoice before the user publishes the document to Xero.

    16 votes

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  12. Ability to move negative comparatives into a different lead schedule.

    Purpose: To make the lead schedules consistent with the layout of the accounts.

    3 votes

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     ·  0 comments  ·  Workpapers  ·  Flag idea as inappropriate…  ·  Admin →

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  13. To have a column in the return screen that shows the detail of the tax return (e.g. estimated tax payable / refundable and / or the Taxable Income amount).

    Purpose: To make the accountant easily review the tax summary returned.

    10 votes

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  14. Ability to have alert when action is required for a tax return

    Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.

    6 votes

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  15. Ability to merge documents in Hubdoc.

    Purpose: To easily combine separated pages of a document into one.

    43 votes

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  16. Ability to get an automatic ITR from ATO in Xero.

    Purpose: To save time from the manual process of downloading the tax from Xero, ATO and re-check them again in Excel.

    5 votes

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  17. Ability to publish documents from Hubdoc into Xero Projects directly.

    Purpose: To make users’ easily publish the document and assign it to Xero Project.

    18 votes

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  18. Ability to have a tax estimate included in a trust tax return where there is tax payable/refundable.

    Purpose: To easily estimate and calculate Estate Tax Returns for all deceased clients.

    26 votes

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  19. Upload multiple page documents as one through Hubdoc mobile app.

    Purpose: Ease of use - Upload multiple pages using one device without having to send and upload through desktop.

    22 votes

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  20. Ability to save a document in Hubdoc to Onedrive for cloud storage.

    Purpose: To easily send the document to Onedrive.

    15 votes

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