1196 results found
-
New staff Experience - Ability to view staff certification in Staff tab
In the new HQ experience it'd be good to see staff's certifications without having to click into each of them individually
4 votes -
Hubdoc - Process receipts through the app
Increase functionality of Hubdoc App to be able to process (i.e. code) receipts in the same way you can on the Hubdoc website
12 votes -
SB Pool Detail Report - Ability to move & delete columns
Currently the SB Pool Detail report contains a large number of columns and the report appears cramped and difficult to read due to the smaller font size.
It would be helpful to have the ability to change the column order and remove excess or un-needed columns, as is possible for the other tax and accounting depreciation schedules.
28 votes -
NZ Tax - IR7 ability to have a group schedule for allocating income and tax credits to partners
Make a schedule for allocating partner income and tax credits allocations with a total giving the ability to allocate income on the one page. Currently you have to go into each partner schedule. There is not always an even split of income and with many partner entities it is very time consuming.
33 votes -
Reports - Add quantity column to reports
It isn't possible to add a quantity column to a report, nor is it possible to pull through Qty data entered in Xero or create a cell the Qty can be manually typed into.
You can add a note column but this would be to link to a section of the report pack, not a quantity loaded into Xero or a box we could manually type the quantity into. Further the notes section functionality is unable to be renamed and can only be linked to other reports in the report pack. It does not work to bring through Qty data.
…
241 votes -
NZ Tax - Submit a Tax Return Amendment
Similarly to iFirm, would be great to be able to make amendments to the return in Xero, mark it as an amendment, and then file from Xero rather than having to make the amendment in MyIR, then make the same amendment to the already filed tax return in Xero. Makes it harder to keep track of what has been done.
11 votes -
Detailed Profit and Loss and Balance Sheet report in one click
A report function where we can generate a detailed Profit and Loss and Balance Sheet report in one click. It's very manual on the current set up where we generate this from Account Transaction Report. This will help us to generate a more accurate report and make our job much easier.
5 votes -
Xero to create a template that splits the invoice into two codes
Please can there be a functionality in Xero to create a template that splits the invoice into two or more codes.
1 voteHi Ami, would this be for a repeat invoice template? Or could you provide a bit more detail about your how your business would use this, or a typical scenario you need this feature for?
-
Hubdoc - Don't automatically sign out after 30 minutes
It's maddening having to sign in to Hubdoc so many times when I'm only using it sporadically throughout the day
31 votes -
AU Tax - up to 72 hours lodgement time (compared to other systems with instant lodgement)
Please fix the amount of time it takes for returns to move from "submitted" to "filed"
12 votes -
Xero tax: live updates from IRD
In APS you have the ability to live synch the tax ledger. As an example a transfer to 2025 from 2024 income tax made today won't show until the next day in the tax return summary.
A synch button to do this would be helpful and save time from stopping the job until the next day to print/save9 votes -
UK Tax - Settings for MTD connection error messages
It would be good to have more control of the error messages, and ability to dismiss these for specific clients. This would reduce noise for clients that you do not do VAT for.
3 votes -
Hubdoc - Keep the highlights for extracted line items.
When converting a pdf to csv, the platform will high-light the extracted lines so that you can see any MISSED lines that you need to manually add to the csv before importing. If you leave that screen, however, and proceed to download your csv, those high-lights disappear and you have no way to get them back. There should be a way to download the high-lighted pdf, get the high-lights back, or at the very least a warning to the user to capture this data now or lose it forever once you proceed to download your csv.
6 votes -
UK | Company Tax - Access lost to all Xero tax reports if Xero sub cancelled
We've just found out to our horror that we lose access to ALL Xero historic accounts and tax filings prepared and submitted through Xero Tax for a client if the Xero sub is cancelled.
Apparently this is because Xero needs to maintain access to the live data even for filed returns. Therefore, there has to be a process where ALL accounts and tax comps must be downloaded and stored elsewhere each year. We think that's crazy and that all filed returns should be stored in Xero Tax as PDFs. If nothing else, there should be a flag warning us! This…11 votesHi everyone, appreciate raising this with us.
Our product team has confirmed that these records are not deleted when an organisation is deleted, but they're moved into a hidden state. We're looking into how we can improve the storing of these within Xero HQ in future. If you need help with this in the meantime please contact our Xero support team via Xero Central.
-
Practice Manager - Draft Invoice Review
Would like the ability to see Write-ons / Write-offs on the Invoices dashboard for Draft invoices to allow easier review of drafts.
Alternatively some form of reporting that takes draft invoices into account vs billable time to see 'draft write-ons/offs'.
11 votes -
Hubdoc - Allocate to any bank account
Please make it possible to allocate expenses to any bank account while in hubdoc. That way a lot of time is saved when reconciling transactions to the bank account.
10 votes -
XPM - Sync unique account number from Xero to XPM.
Account number to be synced to XPM from Xero. This unique account number/code is very useful and would be great to be automatically synced. Further, if, just like in Xero, it is a set field in XPM that notifies you when you are duplicating a code that has already been used for another client.
12 votes -
Hubdoc - Set date to current century
Stop dating in 1900s.
Today I typed in the date 5/3/25. Click on the little calendar that appears, the month says March 25. Click on 5 March 25.Hubdoc interprets this as the year 1925.
I dont think there are many people entering receipts from 100 years ago.
Please remove those last century calendars from Hubdoc.While you fix that, since the Hubdoc file is linked to a Xero file can you also stop hubdoc processing into a closed year. It warns you AFTER it's been sent to Xero, then doesn't let you correct it because of the status -…
5 votesThanks for sharing this with us here, Vicki. I've made sure your feedback is passed onto our product team.
It's best if an idea is specific to one feature request so that others know what they're voting for and to help product better understand the interest for a feature.
We have a separate idea around the lock dates that I've just added your vote for across here. We don't have any plans for this but if any are made I'll let you know, there.
-
Clients search - Business Name/Previous Entity Name Search Capability
Hi,
It would be nice if the software could search by a entity's registered business names or previously know entity names and it bring up the current company file.
We are able to add previous names or business names to the custom fields under a company's profile, but unless you know all the names by memory it can be hard to match up clients when you receive correspondence address to the business name and no ABN is mentioned.
Currently when this occurs we have to either search ABN lookup or ASIC register and trying to get relevant information we can…
6 votes -
XPM - Create a registered office field on contact details for companies
Create a Registered Office field in the contact details so that for client companies, we can have a quick view of physical/business, postal and registered office details. Currently, we have had to create a custom field, which you have to scroll down to the bottom of the page to view.
113 votes
- Don't see your idea?