1380 results found
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HubDoc - View more characters in left hand column
HubDoc is a great app but it is frustrating to use in the browser version as the left hand column doesn't display enough characters and the user cannot drag-to-expand the column width.
So to let us see the entire 'Tags' description please enable expand this column.
2 votes -
XPM - Flag clients
Is there a way to flag a client, ie Warning/Ban or make them Inactive but keep their history in Xero?
We have a system that have a number of clients with similar/identical names and we would like flag a client for particular reason, ie account terms etc or ban etc.
10 votes -
Manual Journals - Search by ID
Manual Journals - Search by ID
To enable the search function on manual journals to include the journal ID24 votes -
Hubdoc - Extract description
Once the file is uploaded to Hubdoc, it effectively becomes a JPEG once at the review screen, this means you can not copy paste or grab contents from within the document and you will have to either open up the PDF on a separate screen or edit it within Xero.
It would be great if the description could also be extracted - OR allow the document to be copied/stay a PDF to be able to copy. This will reduce human errors when entering data. Thank you.
32 votes -
Tax - A shortcut CGT entry
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 -
Personal Tax (UK) - Tax adviser details
Ability to auto-fill tax adviser details for all clients (as agents) rather than manually adding the details for each tax return/year.
14 votesHi everyone, thanks for the on-going interest and engagement in this idea. As mentioned in our last update - tax adviser details will roll forward into the next year for each client, once added.
However, our product team do appreciate how auto-filling the tax adviser details would make things more efficient.
While we don't have immediate plans, this is something our teams are taking a closer look into solving for Xero Tax (UK) Personal tax.
I'll be sure to come back and keep you updated of any progress in this space.
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NZ Tax - Option to toggle between client display name and legal name on ITR
Client full legal name should display on the individual tax return rather than their display (preferred) name. Or give us the option to choose which name should be pulled into which report.
4 votes -
Hubdoc - Extract all line item details including inventory items
Extract not only basic information like dates, names, etc., but also line items for less manual entry or having to find outside apps to do it.
216 votesThanks so much for jumping in and sharing your thoughts on this, community. We really appreciate you taking the time to explain how improvements to Hubdoc's data extraction would help you.
We see how extracting more detail could help cut down manual data entry, and it's worth highlighting that since this idea was started we've added a few enhancements that may have solved the needs for some in this idea;
- Upload in Bills - you can now drag & drop or upload bills directly to your Xero organisation which could save you an extra step not having to publish
- Credit note detection - Hubdoc can now detect when publishing a Credit Note and will get you to review the document
- Improved the accuracy of the supplier
Front-footing here we want to let you know that we don't have further developments planned for extracting more line item details within Hubdoc. If…
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Reports - Sort Activity Statement "Transactions by Rate" by account code
The ability to sort Activity Statement "Transactions by Rate" report by 'account code'. This makes the detailed report much easier to review and pick up mistakes. MYOB has always had this function and it is a good time saver. Much easier to look through the report
6 votes -
Practice Manager | Clients - Ability to create groups from client
Create Group from Client Profile Page - No need to go to Groups and create a group before or in the middle of setting up a new client.
9 votes -
Xero HQ - Report on all client automatic superannuation batches
A report that could tell you the status of all clients super payments that are processed through the Xero super function. This would allow practices to ensure compliance with ATO processing and payment dates
14 votes -
XPM - Ability to add timesheet narrations to a billing narration from the “clock” window.
In XPM, have the ability to add timesheet narrations to a Billing narration from the “clock” window.
2 votes -
Hubdoc - Time Tracking for users
History and Notes reporting or similar would be ideal to assist verifying time employees spend processing in a client's Hubdoc file.
3 votes -
NZ Tax - Generate all provisional tax payment letters prior to the due date passing
IRD has $ for 3 provisional tax payment dates, however the Tax Payments listing only shows the next provisional tax payment due and misses the 2nd and 3rd ones until the date of each provisional tax payment has passed. It would be more accurate to have all tax payments showing on their due date regardless of the date of viewing.
4 votes -
Hubdoc - Sort documents by file name
HUBDOC Sorting Alphabetical Feature needed PLEASE. Wishing to request an extra sort option under the "Sort by" button above the "Processing", "Review", "Failed", "Archived" tabs. Currently we have "Upload Date", "Bill Date", "Due Date" & "Amount" options. We create a statements folder for each month and when we're trying to check off the statements with whats in Xero report that is sorted by alphabetical order it would be practical. Also its good to allocate suppliers in the review tab in alphabetical order too if you have a huge number to do then you are compartmentalising that supplier and all the…
10 votes -
Practice manager - Add start and finish times in timesheets
Being able to complete timesheet using start and finish times as an option rather than just the option of filling out in hours/minutes spent on a job. This assists in tracking time throughout the day
8 votes -
Xero Tax - List of payments made to IRD
We would like to be able to run a listing of physical payments made to IRD by clients over a date range that shows the client name, IRD number, payment date recorded by IRD, tax type and the tax period/year that it was applied to.
This would enable us to easily identify when clients pay tax to the wrong period.
4 votes -
Xero Tax (AU) - Livestock Trading on Market Value
The current livestock schedule in trust tax return (and probably others) is insufficient.
We calculate livestock on Market Value in the Financials and inset these figures into the Tax Return, then use the Reconciliation area to bring it back to Average Cost.
This worked perfectly fine in MYOB Tax, as we could overwrite the average cost calculation in the livestock trading schedule. However in Xero Tax we can't overwrite the closing stock value.
The best I've been able to figure is to eschew the livestock trading schedule altogether, inserting the sale under Other Business Income and manually filling out the…
40 votes -
Xero HQ Ask - Automatically send due date reminders
With Xero Ask queries you specify a due date but if the query is not replied to there is no reminder sent to the client once the date has passed.
Can we please have reminders automatically sent, much in the same way invoice reminders are sent.
9 votes -
AU Tax - Import deductions for individuals from an excel file
AU Tax - It would save time being able to import deductions for individuals from an excel file.
7 votes
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