1192 results found
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Hubdoc - Support Access to Multiple Xero Orgs
Enhance the App to allow persistence of multiple Organizations. Currently if you log into Xero with different credentials for different organizations, you can not do the same in the Hubdoc mobile app.
Instead, the lucky few who have admin access to one of their Hubdoc organizations can invite their username from the other organization. This workaround only works if you are an officer of both, as inviting external users is probably a no no for most organizations. This was almost a showstopper to using Xero for myself for a 2nd org, and I am sure there are lots of people…
2 votes -
Practice Manager | Depreciation Schedule | Print - Asset Serial Numbers
Fixed Assets - Asset Serial Numbers Printing on Depr Schedule
It would be helpful to have as a print option for the Depreciation Schedule the ability to print asset serial numbers. This is one of the few fields not current able to be selected.Application is transport Companies and Engineering Companies which have a high reliance on serial number identification.
Thanks
11 votes -
Xero Tax (AU) - Ability to re-order pages before printing
Would be good if there was an option to reorder the pages in a tax return, primarily to be able to bring the tax estimate to the front page of the tax return as that tends to be the key information the client wants to see and it is buried at page 3 or 4 of the tax return when printed.
18 votes -
UK Tax - Set up alerts/notifications for tax returns
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.
4 votes -
Hubdoc - Turned off foreign currency
Please can foreign currency be OPTIONAL and turned off?
Foreign currency has been added our file in error via an invoice from Hubdoc that was uploaded as USD. It has since been corrected to AUD and there are no foreign currency transactions in the ledger.
BUT - all reports annoyingly come up with all the 'source' columns. We don't want this to accidentally happen again when we are getting invoices from offshore software providers etc.
We ONLY report in AUD.16 votes -
Hubdoc - Ability to also flag duplicates when the invoice number is the same
Currently Hubdoc only flags an invoice as a duplicate if the supplier, invoice date AND invoice amount exactly match. This means if any of these are adjusted or Hubdoc doesn't pick up the exact correct details, the invoice wouldn't be flagged as a duplicate and could be double booked or worse double paid.
Hubdoc should flag an invoice as a duplicate if the invoice number is the same too. Yes there are rare scenarios where two suppliers issue an invoice such as '001', but it's much better for this to be flagged as a duplicate and reviewed, than actual duplicate…
29 votes -
Report Templates - Notes to the financial statements - Going Concern
Would be good when using the Xero report templates that when net assets balances are negative that a Going Concern note is included in the accounting policies to the notes to the financial statements.
This seems to be an automated process on most accounting packages that we have used but very much a manual process through Xero.3 votes -
AU Tax - Filter returns by client group
Need the ability to be able to add a filter in the Returns page to look at a client group.
Predominately will be used for bulk status updates, but I'm sure others could find more uses:
- approval of a group (sometimes approval from each individual return is not appropriate)
- "out to sign" once a pack is sent via FuseSign etc.
Would also be useful for a quick snapshot of where the group is up to instead of having to run a report or open the taxable group to see.
thanks! :)
3 votes -
XPM - ability to alter view of client info
Have the ability to add extra info to the top level view of a client, or members of a client group, within XPM such as ABN or TFN without having to open the client record to find the details - particularly helpful for large client groups with many entities and individual members
1 vote -
Hubdoc - Add archived date to documents
I normally download publish failed documents, and then archive them. One day, I lost the downloaded files. I try to find them from Hubdoc archive folder. However, I can’t find date of archive. I’m really worried about I download duplicated files and enter them into Xero. I hope Hubdoc can add When the documents have been archived includ date and time. So to avoid duplicated documents enter into Xero.
1 vote -
AU Tax | Income Tax Client Report - Field to add Jobs and view progress
We have an Income Tax Client Report (ITCRPT Report) which links to the ATO and shows us who still needs to be lodged and their due date. We would like to add jobs to it so we can see the progress of their associated tax return job. Xero Support have advised currently, it is not possible to include any extra details to the ITCRPT Report.
2 votes -
Practice Manager - Automatically create returns when recurring job is created
The option to have a draft automatically created when a recurring job is generated. Such as for GST and AIM.
It would be very helpful by saving time and assist us in making sure they are all filed.27 votes -
Xero Tax | Return - Re-arrange/Re-sort Line Items
Would love to be able to re-arrange line items in Tax Returns as we have everything listed in alphabetical order. In HandiSoft, we could click and drag lines.
Example situation:
Shares in 2020
BOQ
CBA
WBCShares in 2021
ANZ
BOQ
CBA
WBCTo add in ANZ, we need to delete BOQ, CBA and WBC, add in ANZ and then re-add BOQ, CBA and WBC. Very time consuming if there are multiple lines to add.
28 votes -
Xero Tax (UK) | Ability to file amended financial statements prior to previous financial year.
It would be great to have the option to prepare amended financial statements prior to previous financial year as this option is not available now.
3 votes -
NZ Tax - Auto assessments
Ability to file individual auto assessments following Request for More Information from IRD.
27 votes -
Practice Manager | KPI Dashboard- Build report for a custom period
KPI DASHBOARD - BUILD REPORT ON CUSTOM PERIOD
WE WOULD LIKE TO BE ABLE TO BUILD THIS REPORT UNDER REPORT BUILDER OR EVEN WHEN YOU EXPORT IT THAT YOU ARE ALLOWED TO EXPORT IT FOR THE WHOLE YEAR AND NOT ONLY FOR THE 4 MONTHS & YTD THAT IT CURRENTLY ALLOWS YOU TO DO
8 votes -
XPM group view - Main email
Hi Support,
When you view a group in XPM it shows you the recipients, the phone and address fields, it would be amazing if the mail email address was also displayed.
Thanks
10 votesThanks for sharing your idea here, Rosalie - Is there a particular reason you'd find it useful to view the email address here?
This would be good detail to share back with the team, and may help others to see how this could benefit them too 🙂
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Published Reports - Save with custom filters
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!!!
30 votes -
XPM - Extra tabs in the green banner
Extra Tabs in the green banner
Extra headings/tabs in the green banner at the top of the Xero page?
eg
XXXXXX PTY LTD Dashboard Clients Jobs Tax Business Reports.Can we have
XXXXXX PTY LTD Dashboard Clients Groups Contacts Jobs Tax Business Reports.I have attached an example.
1 vote -
Xero Tax (UK) | Change the headings used in the notes to the accounts of statutory accounts.
Change the headings used in the notes to the accounts in the statutory accounts.
Trade creditors/trade payables- just use one not show both.
4 votes
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