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  1. 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.

    237 votes

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  2. 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

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  3. Since the XPM update (April 2025) milestones in XPM are now at the bottom of jobs. They should be at the top of the job (as they were previously) so that they are one of the first things we see on a job. We use milestones to remind us of important filing dates so relegating this to the bottom of jobs requires too much scrolling and is very frustrating.

    4 votes

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  4. Increase functionality of Hubdoc App to be able to process (i.e. code) receipts in the same way you can on the Hubdoc website

    10 votes

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    2 comments  ·  Hubdoc  ·  Admin →
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  5. The option to filter the reports by tax returns that have been lodged as Final in a certain tax year would be beneficial.
    We could then cross check and archive clients as necessary.
    There are so many fields to choose from in the Fields and Criteria, but this is not one of them.
    It would save us from having to keep a manual list as some can get missed this way.

    3 votes

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    1 comment  ·  Admin →
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  6. 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/save

    9 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  7. Be able to export list of archived clients, especially if they still have xero subscription that was missed to cancel. So that these can be easily reviewed.

    We are paying Xero for no reason at all.

    Also the ability to bulk change those archived clients eg cancel subscriptions

    Perhaps when clients are archived there should be something to flag to remember to do something with the subscription eg cancel or transfer.

    Thanks

    6 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  8. It's maddening having to sign in to Hubdoc so many times when I'm only using it sporadically throughout the day

    28 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  9. Please fix the amount of time it takes for returns to move from "submitted" to "filed"

    11 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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  10. Ability to generate a detailed Profit and Loss and Balance Sheet in the Statutory accounts for micro entities.

    2 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  11. In the new staff experience, it's only possible to assign staff members the Advisor or None role for a Xero organisation. It would be good to have blue Xero organisation roles available to select so to give my staff the correct permission from within practice tools (HQ/XPM)

    3 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  12. 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

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  13. 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 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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    Hi 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.

  14. 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

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  15. 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

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  16. NZ Tax - Can we get the ability to create a future period tax return using the current years format. We would still need to submit the return manually through the IRD. It would be much simpler to create a draft in Xero instead of using the PDF versions from the IRD.

    8 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  17. 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

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  18. It would be very helpful to have a function available to search for a client under their business name. We have a lot of clients who are sole traders that have a registered business name and it would be good to see all this in XPM and be able to search for the business name to enter the client profile.

    6 votes

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  19. Essential for cash flow and projections, an annual report divided by month that includes source and base currencies.

    The "Account Transactions" report currently enables us to overview all accounts (Balance Sheet and P&L) in both currencies (source and base) but lacks a feature to display 12 months alongside each other.

    4 votes

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  20. 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.

    112 votes

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