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  1. When preparing an invoice, it would be great if you could replace the radio buttons with check boxes within tasks and also be able to bulk update the Billable status on timesheet entries within a task to Yes, No or Future.
    If you have a task with a lot of timesheet entries, and you only want to bill a few of them, it's very time consuming to have to select one by one to change the Billable status to Future.

    7 votes

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  2. Every year we have to manually create tax returns for each client - would be great if the client is listed as an existing client on both XPM and ATO that XPM can bulk create the tax returns for that relevant year run. This would cut down a lot of admin time.

    17 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  3. see CX0014868568

    can we modify the password settings?
    we prefer dd/mm/yyyy

    or allow us to modify the password in whatever way we see fit.

    the current method of dd-Mmm-yyyy with the first letter of the month being capitalise gets cumbersome for clients

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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    Thanks for sharing your idea in the forums here, Christopher. There aren't any plans around this right now, but we'll gain a sense of the interest for being able to edit the password for OoA's from your idea here, and share if there's any news.

  4. individual tax return shouldn't validate if tax claim code A used in Medicare section but a spouse is reported , or should at least be a warning ...?

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  5. At the moment, we can only add one IR833 per client when doing tax returns. It would be great to have the ability to add more IR833 forms, as otherwise, if the client sells more than one property, we need to file the forms directly through the IRD, which can be time-consuming.

    14 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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  6. When creating a new workpaper pack, clients appearing under the Organisation dropdown is taken from XPM (as a one-way sync).

    It isn't possible to delete duplicate clients in Workpapers, even once they've been removed from XPM and the information has been synced again.

    The downside is that the Permanent workpaper isn't brought forward from LY and there's no sync to XPM (as it's connected to the true client record).

    The workaround is to edit the client name in the Settings (by putting a DNU or ZZ in the name), save it, then delete that Workpaper.

    It would be preferable to…

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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    Hi Anthony, thanks for submitting this detailed idea for improving Xero Workpapers.

    We can certainly see how having duplicate clients appear in the organisation list would be frustrating, especially when it prevents permanent files from being brought forward correctly. Your suggestion to have a two-way sync with XPM or the ability to directly archive or delete these duplicates makes a lot of sense.

    We're grateful for your engagement and for letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how this feature could improve their data management and workflow within Workpapers. 🙂

  7. Currently NZ clients can make payments to a Tax Pooling provider (e.g. Tax Traders or TMNZ) and they will sit in the Tax Pooling Providers account until transferred to IRD.
    In the clients mind they have 'paid this tax' already, but when the tax return is prepared in XPM there is no sign of any tax pooling payments, and it shows the full tax liability.

    It would be great if there was a way to type in how much has been paid to Tax Pooling, and record this on the front page of the tax return so there is a…

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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    Thank you for this excellent and detailed suggestion regarding NZ tax returns and tax pooling payments.

    We can certainly see how clients would find it confusing when their prepared tax return in XPM doesn't reflect payments they have already made to a provider like TMNZ or Tax Traders. Your idea to add a note or a specific field on the return to record this amount would be a great way to provide clarity and manage client expectations.

    We're grateful for your engagement and for letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how this feature could improve their practice and client conversations around tax payments.

  8. In Xero Tax, you can enter "Any other payments or credits on account" to show what a client has already paid towards their tax bill. But you can't enter a negative figure (i.e. a refund already received for a return that is being amended) and there is nowhere to add in any outstanding tax from a previous return etc so that the payments report factors this in.

    It would be good to be able to have some additional boxes to show these please.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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    Thanks for sharing your idea for being able to enter a negative figure for other payments. This is something our product team are currently exploring and we'll keep you updated on any progress for this, here.

  9. Have standard merge field for Partner, Account Manager, Job Manager for letter templates, email templates etc

    7 votes

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  10. Add default options for bill due dates within the supplier rules:
    - end of current month (based on invoice date)
    - end of next month (based on invoice date)

    8 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  11. Hubdoc User roles - it would be incredibly helpful if upload only users were able to view (not edit or add) tags from a common list. We have 17 staff who have company visa's I'm wanting to use Hubdoc for them to be able to upload their visa receipts & invoices instead of having them manually sent to me the following month for coding and entering.

    I've set up the tags with the descriptions of the GL codes, however I've found that they are unable to view or use these tags without setting them up themselves. Having a communal list…

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  12. It will be great if Xero has its own separated spreadsheet to keep the record or, ideally, import into the CTR's franking account.

    Currently we have to use third party software to keep track of the franking account, and I have seen some of the tools can import from ATO Portal too via csv / pdf.

    7 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  13. Can we have a setting to enable the status section of the Xero destination tab to enable the user to select the status for all documents to be either - draft, awaiting approval or awaiting payment. this save time in having to select this each time a document is uploaded.

    7 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  14. Currently the prepayments page on workpapers is a permanent workpaper which brings forward all of the prior year entries every year. This means that historic prepayments carry through. Currently they can't be deleted which leads to a cluttered workpaper. It would be great if line items that are no longer needed could be deleted. As per the file attached - it would be ideal if the nil rows could all be deleted.

    6 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  15. Be able to link multiple Xero files to one XPM client.

    40 votes

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  16. Given Xero's push for 'beautiful accounting' I find it very frustrating that the template report codes can't be re-ordered within their groups in the template reports and always revert to alphabetical at the client level, meaning every single client needs their custom reports formatting unnecessarily. Editing reports at every single client level for what I consider to be pretty basic formatting is really disappointing.

    The practice level report template should allow for report codes to be reordered within their groups. I don't want rent, rates and utility costs to be at the bottom of the establishment costs section because they…

    1 vote

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  17. It would be great if we could have the option of a display name as legal name for all entity types and not just individuals to help differentiate different entities with the same name. For example, we have a few trusts that share the same name but are completely separate entities belonging to different client groups and it can make it hard to tell those apart at a glance.

    32 votes

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  18. Need a placeholder for title (Mr/Ms etc) for cover letters. It should be an easy implementation, as tax returns should already have that as a label. We need it for the address section of the cover letter.

    19 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  19. It would be great to be able to set a cost to automatically repeat within XPM. For example a subscription cost to be applied against an annual job on a monthly basis.

    9 votes

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  20. On the Employee Contact Details report it would be great to have a column to show the termination date and reason for termination. Being able to sort by termination date range eg last quarter would be beneficial to assist with preparing the long service leave reports. The termination date and reason needs to be included in the report. Having a summary of the information from Xero would be beneficial for all.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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