For accountants & bookkeepers

For accountants & bookkeepers

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  1. As the title suggests. A "view all" option throughout the product would be great. Or even view a year. Far batter than having to click load more over and over again. Especially when if you click off of the page you then have to laboriously keep clicking load more again and again.

    Also to have dates next to (Or instead of) page numbers in the various scrolling pages; cash coding, reconcile, etc.
    Having to select a page and another and another to try and guess where the date of the transaction is is ver laborious. Having the date range alongside…

    2 votes

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  2. I have 100 clients (mainly 1040) and they are not in XERO. I would like to import them so that I can utilize XERO ASK feature to obtain documents / answers for Tax Prep at year end.

    1 vote

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  3. Currently, in the UK you can export an iXBRL file from Xero Tax but if you try to import that file into other tax software it is not compatible and creates an error message in the other software.
    This is an issue at my firm as the Tax department insists on using Alphatax for all CT Returns and this has meant that we cannot use Xero Tax to prepare statutory year-end accounts as we have to prepare the iXBRL tagging file in other software that is compatible with Alphatax.

    2 votes

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  4. Can we have hubdoc detect receipt edges like the Xero Expense app, so we don't have to see the client's coffee table, bed, duvet, laptop, lap, the list goes on

    2 votes

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  5. Add a "not" argument to bank rules to allow for a greater control

    e.g. bank text does not contain "example" or, amount isn't "x.xx"

    2 votes

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  6. Search function or the ability to sort through documents in Hubdoc by supplier or amount etc

    1 vote

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  7. Comparison year for FBT return.

    2 votes

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  8. We'd like to create a custom tax report which identifies individual client who have claimed a deduction at Item D12 so we can double check we have the notice of intent to claim on file.

    2 votes

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  9. When selecting codes eg in a Transaction report to filter, please supply the description as well as the code.? How is anyone meant to remember all the codes? :-(

    1 vote

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    Is there a area when entering transactions that you'd find this particularly helpful, Paul? 

    For example, when reconciling or creating sales invoices? 

  10. To allow users to type the date in XPM.

    Purpose: Because it is easier to type the date instead of the date picker.

    10 votes

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  11. XeroTax: Showing Client ID Code on Client page and being able to search by Client CODE, TFN, ABN, Mobile.

    We have many clients with the same name and we have to keep manually looking through their details to make sure they are the right client.

    2 votes

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  12. Have a workpaper for motor vehicle private use adjustments with calculators for FBT, logbook, and mileage reimbursement. Be able to have more than one like the home office workpaper does. And have this roll forward like the home office one does so that you can see the method used by the client and the FBT/logbook values etc.

    2 votes

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  13. It would be great to be able to see the balance owing once the BAS is submitted....have a client in credit and had to log on to my OSFA portal to check the running balance to let them know whether they had to make a payment yet. Would be great to get this data into Xero tax somehow. Anything that avoids us having to use the ATO portal is a great move

    2 votes

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  14. So annoying that my published reports remove decimals points every time. PLEASE MAKE THIS CHANGE. Published reports should be saved as is!!! Do not modify my published report XERO! We produce hundreds of these reports every month and have to keep adding the decimal back. This is driving our firm insane!!!

    2 votes

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  15. To make it easier to create jobs in XPM it would be useful to have a link to create a new job once you have unsuccessfully searched to see if there is a job already set up for the client. At present you have to log out of job search then create a new job, which involves finding the client name again.

    2 votes

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  16. Ability to set a lock period in Hubdoc, to stop data being entered for a specific period.

    9 votes

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  17. Allow for rules to be placed on what to do when data is missing or unable to be grabbed. Ideally for these to be linked by which supplier the order is from or even setting global rules

    Specific Ideas:
    -Setting a default Global Due by date when missing
    -Setting a specific stock line(s) to apply stock to by supplier
    -Setting not to overwrite cost price with default cost price in system.

    1 vote

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  18. Be able to tag clients

    Purpose; so we can bulk tag non current clients for archiving and create jobs for the next days individual tax returns.

    2 votes

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  19. Ability to reduce the steps of amending BAS by removing the form type and auto generate on completion of the statement.

    Purpose: To save users time when they’re amending their BAS.

    2 votes

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  20. Have the GST from workpapers such as Entertainment and Home Office automatically populate the GST workpaper

    2 votes

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