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1466 results found

  1. Document Pack - Ability to add a person to Read Only (not Sign) in Document Pack - and the ability to select which ones they can see

    11 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  2. 1.Hubdoc can become very slow and mostly crashes when inputting the contact in the destination section.

    1. Hubdoc also slows when you use 'extracted tax rate' and 'generate line items' the box that comes up to input the data takes a while and then trying to scroll on the document with this box Infront it takes a while too

    2. I find that the when i generate line items I need to manually amend the tax rate on each line as its over calculated it by a few pennies and i am unable to do this

    27 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  3. Please add South African banks to the list of supported banks in hubdoc to covert bank statements to CSV

    7 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  4. AU Tax - create custom suspend reason - This would be great to use for reporting purposes when a tax return is placed on hold (or suspended).

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  5. I'd love a calculator tool in Xero Tax preferably one that is activated using hotkeys.

    10 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  6. Open up report fields so that you can select the "Tax Statement Balance" Field as well as the "Payment Amount" field. This gives us the ability to compare what XPM has as due and what the IRD has as due without having to export and complete complicated Excel actions.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  7. Would be great to copy company access rights from one staff user to another. When a staff member leaves and inherits a portfolio of clients would be great to copy client access from one client to another.

    20 votes

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     ·  5 comments  ·  Xero HQ  ·  Admin →
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  8. When using 'add last item' function in hubdoc, it does not copy from 'region', and needs to be entered manually.
    HubDoc should be able to copy 'region' section as well, as at current stage, adjusting 'region' manually takes lot of time, despite using 'add last item' function.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  9. some clients struggle to access their xero account to sign, but want us to lodge it first.

    We still need to resend the emailink to sign

    2 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  10. On the reconciliation screen in the bank account, if a transaction is being picked up by a rule, could we see both which rule it is being picked up by as well as the name, account, description, and tax details that the rule is using?

    6 votes

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    Thanks for the idea, Garrett. This isn't in any plans at the moment, but we'll keep an eye on it as the team are thinking about this in the wider context of the bank reconciliation process.

    In the meantime a workaround could be to include those details in the title of your bank rule. For example Supplier Name - Motor (20% VAT)

  11. Provide the ability to import/refresh the clients refund bank account number held with IRD into the Tax Return. Currently seems like we are having to manually enter it on the tax return. MYOB has this functionality and it's great, saves time and typos.

    7 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  12. Our existing tax software has a summary page that is automatically generated and goes alongside the CT600 that includes the payment amount, due date, bank details to use and payment reference. I.e. a perfect 1 page summary to give to the client so they know what to pay.
    It would be great if Xero Tax could incorporate this into their solution so that the payment details don't have to be sent to the client separately.

    6 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  13. As an accountant I use a trial balance for every file I open.
    Can the trial balance be set as a standard report/ automatically added to favourites in the accounting option or each user be able to chose a standard group of favourite reports for all clients - Pain having to go into each new file i access and add to my favourites.

    12 votes

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     ·  5 comments  ·  Admin →
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  14. Make Secondary review points editable and able to be deleted as can the Primary review points. It's an obvious and frustrating omission for Users of Xero Workpapers.

    2 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  15. The option to add a gross profit percentage to the non statutory profit and loss would be useful.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  16. Ability to add reporting name when creating new codes in cash coding or manual journals. Otherwise you have to go into the chart to update.

    1 vote

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  17. Set a default Due Date when creating jobs that is not 'today'.

    7 votes

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  18. One should be able to create tax returns for Companies that switched their Financials years to calendar year, to avoid late lodgements. For Example, for the companies whose financial year is 1 Jan,2022 to 31 Dec,2022, need to wait till Jun 2023 to file their tax returns

    24 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  19. There should be an option of Payment date and Document date while generating “Sales Tax Report”

    1 vote

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  20. Sooo many suggestions! A shortcut CGT entry, could be easily done by making the boxes in the CGT summary clickable like the expenses area. Thereby not having to complete a full schedule for everything.

    4 votes

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