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1196 results found

  1. For clients not integrating with Xero - A standalone chart of accounts would be helpful

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  2. When entering time or selecting a job on a bill for example, it would be more efficient to be able to search the drop down menu of clients, rather than having to enter the first letter then scroll (especially the 'M's where there are so many Mr, Mrs, Ms and Miss clients!)

    1 vote

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  3. Management Reports: I would like to add reports created outside of Xero in my published Management Report packet that I send to clients. There should be a way to upload a PDF or excel document to the Management Report Packet from outside Xero

    4 votes

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  4. Why can’t we simplify the process of submitting and reconciling remittances from suppliers using a "receive money transaction" in Xero? Currently, when we receive a remittance through Hubdoc, we must manually change it to 'receipt' before submitting it. This creates an invoice draft in Xero, which we end up deleting as it serves no purpose, leaving the remittance stuck in Hubdoc. This process is inefficient and doesn’t make sense. We want to phase out Hubdoc, but it's currently the only place where we can store remittances. Ideally, Hubdoc should communicate directly with Xero, identifying the file as a remittance for…

    3 votes

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    2 comments  ·  Hubdoc  ·  Admin →
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    Thanks for sharing your idea here, Kelly. We don't have any plans for adding the ability to receipt remittances from Hubdoc to Xero in the short term, but we'll gauge the interest from the community in this, here.

  5. To be able to view a list of documents that have "not" been published to Google Drive or DropBox. With the ability to filter and bulk publish would be a really useful feature to have

    3 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  6. Currently, Xero only provides a generic “Additional Disclosure” box when preparing accounts in Xero Tax. However, there are many cases where specific disclosures are required, such as:

    • Guarantees and Other Financial Commitments

    • Going Concern

    It would be highly beneficial to have the ability to either:

    Select from a list of standard disclosure titles, or

    Create a new custom disclosure title, which is displayed in bold in the final report—making the disclosures clearer, more compliant, and professionally formatted.

    Benefits:
    Improves compliance with reporting requirements.

    Enhances the presentation and clarity of financial statements.

    Saves time for preparers by avoiding repetitive workaround text…

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  7. AUTOMATIC SUBMISSION OF A RETURN WITH THE "DEFERRAL" DATE ALLOCATED

    It is a critical feature on a system we transition from to XERO tax, to be able to allocate to a finalized return a deferred date for the submission. On such and such date, all returns with that date and tag then come up, and with a touch of a single button all go to the ATO at the same time. The deferral function is critical where the client's return has a large tax bill, for example, and the client has other ways of utilizing the funds and keeping them…

    6 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  8. Currently you cannot edit the DOB in a client record in XPM for individual clients you can only edit if you export the database and re import it. For GDPR reasons it is important that we can delete DOB when a client leaves the practice. Please make this field so it can be deleted if required

    1 vote

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  9. It would be very handy to be able to create a formula in a custom report that could reference a group/custom row that sits within a closed group as sometimes you need these rows in order to drive the formula but they dont add any helpful information to the final report.

    2 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  10. Provide an option under the client group to bill wip that's under multiple clients in the group with one invoice.

    At the moment it appears this can only be done under Invoices in the Business menu. Under the client group itself, while an invoice can be created for multiple jobs for one client, you can't create a single invoice to bill wip that's under multiple clients in the group.

    17 votes

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  11. on the Insights tab, be able to also compare YTD vs prior YTD

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  12. When a tax return is created from a job you need to manually link this to the job once the tax obligation is created. It would be good if this automatically linked to the job like AU and NZ

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  13. When creating a new job the client drop down list can be quite long. it would be good to have the ability to search for the client name instead of selecting from a dropdown menu.

    1 vote

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  14. Job with live Tax Record – it would be good to receive a warning when completing (or cancelled) a job that has a live tax filing

    1 vote

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  15. Ability to remove team members from cancelled subscriptions or a trial which has expired whether setup by our practice or the client.

    15 votes

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     ·  10 comments  ·  Xero HQ  ·  Admin →
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  16. We 'import from xero' the data to preopolute the tax return. However, the P&L and Balance Sheet items appear in the tax return as a worksheet when printed. It would be great if this was excluded, but retained the other worksheets.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  17. Would be great to create a report in XPM that shows client bank details so we can identify clients that are missing bank details and need to be followed up. This would also avoid the issue with tax returns being lodged with no bank details recorded.

    9 votes

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  18. Some clients want to review their tax return on a PDF format hence it would be helpful if there's an option to put a "draft" water mark

    34 votes

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     ·  7 comments  ·  Xero Tax  ·  Admin →
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  19. It would be good to see the tax rate deducted for RWT/DWT/ICA for interest and dividends when printed on the tax statements worksheet/schedules. Then you can see that the information has been entered correctly (ie 33% for tax on dividends)
    Also be better to have use of money interest adding into the terminal tax date in the tax payment summary showing total payable, rather than a sentence above it!

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  20. Please add ability to reorder accounts (lines) on a workpaper in Xero Workpaper. This is painful both for automatically populating workpapers (which go in the impractical alphabetical order) and custom workpapers (where every new line is added at the bottom...).

    6 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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