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1451 results found

  1. Hubdoc. Options to post to Xero are Purchase, Spend money, Invoice (AP) and credit note.
    Can we have a received money option as well please so that I can enter say bar takings from an end of day till report straight to the Tills cash reconciliation report.?

    5 votes

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     ·  3 comments  ·  Hubdoc  ·  Admin →
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  2. At the moment, we can only add one IR833 per client when doing tax returns. It would be great to have the ability to add more IR833 forms, as otherwise, if the client sells more than one property, we need to file the forms directly through the IRD, which can be time-consuming.

    9 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  3. Would love to see Xero Tax to prefill STP data (W1 and W2) into BAS/IAS.

    7 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  4. Leave Request emails to show Organisation Name.
    Currently, leave requests that come directly from Xero for an employee does not show which organisation the employee is from.
    I have multiple businesses that I have payroll access and it is quite hard to recall all staff names from all businesses.
    The subject line should show Jane Doh from XYZ Pty Ltd has requested leave. This would make identifying the company much simpler.

    3 votes

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    1 comment  ·  Admin →
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  5. AU Payroll - User access options
    Payroll user access for advisors that can be customised so that you can opt out of being an option for approving leave or timesheets etc.

    3 votes

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    1 comment  ·  Admin →
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  6. Ramp credit card transactions should be excluded from 1099 reports but they are currently included.

    15 votes

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     ·  5 comments  ·  Admin →
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  7. It would be really helpful to receive notifications when a client pays their payrun.

    Especially for our large PAYG Withholding clients, where we send them an email of the tax withholding payable. As large PAYG Withholders only have a roughly a week to pay, an email notification would be a timer saver. As we wouldn't need to log in to check that the pay run has been paid.

    2 votes

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  8. There are client level fields for phone and fax numbers. We have not had a fax machine in the office for a number of years. and it would be more useful to have these fields nominated as landline and mobile numbers. Consideration would have to be given to how this meshes into FYIDocs and FuseSign as FuseSign has issues if the phone number field does not meet its defined parameters.

    62 votes

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  9. It would be great if they system would not allow disbursements/ costs to be added to closed jobs.
    This can cause a lot of admin work when Xero fees are bulk imported to our clients accounts job but is then closed once the accounts have been completed. We have too ensure the job number is updated on the import each time we close a job as the system will allow bulk uploads. It would be great if an error code showed and did not allow this to occur.

    21 votes

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  10. I know this is not critical for the reporting accuracy of Xero within, but it would be a great help to those who extract many times a report from Xero and have multiple clients handling. I hope Xero Support can find ways to be consistent in their naming convention by default. And not overriding names thru Report layouts. Thanks!

    3 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  11. Sorting Draft Invoices by Job Type

    Every quarter we invoice a large amount of standard disbursement costs these all come from a particular job type.
    It would be great if we could sort by job type so we could bulk approve these invoices. Currently it looks to sort by job number. This means when I 'select all' I have to manually go through and untick the draft invoices that have another job type. I have tried to set a filter to only show text with 'Quarterly' which shows in the job type but this produces no results.
    Does anyone have…

    2 votes

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  12. Add default options for bill due dates within the supplier rules:
    - end of current month (based on invoice date)
    - end of next month (based on invoice date)

    5 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. Instead of showing only the cash out over the 12 months on the top of a contact show the total invoiced amount so that we could check all the invoices are on by matching the monthly figures to the statement.

    3 votes

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    Hi Rhys, while not from the contact's record you can run the Receivable Invoice Summary report with a few filters to get what you need here.

    If you Group by Contact and Filter by Approved you'll be able to see the invoices and a summary per Contact. If this is a report you'd want to view often, you could save as Custom to quickly access this anytime.

  14. On the IR3 2024 tax return it is currently labelling the tax liability after provisional tax paid as 2024 residual tax to pay. It should say "Tax to pay" or "Terminal Tax to pay". It is incorrect and confusing to have the tax before and also after provisional tax to both be labelled as residual tax. In communications when we are advising on provisional tax obligations we reference the obligation being based on 105% or 110% of residual income tax and now that is not clear for the client which figure we are using. In addition under the 2025 provisional…

    5 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  15. We require additional report codes, particularly for financials, in the Adviser reports. More codes are needed to group and map Fixed Assets, and it's necessary to further breakdown Plant and Equipment into categories such as Furniture & Fittings and Office Equipment. We spend excessive time modifying report layouts to achieve this, and automation would be more efficient. Additional user-defined fields that are compatible with our practice would also be advantageous.

    186 votes

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     ·  9 comments  ·  Admin →
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  16. I learned the hard way after bulk importing 1,700 jobs on the wrong template that you could not delete those imported jobs in bulk. I spent 4 hours individually opening each job from a report and deleting.

    It would be great to use job manager to be able to select jobs (assuming they haven't got any time, costs or invoices associated with them) and delete.

    5 votes

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  17. Xero HQ Insights to show which payroll clients have unfiled/outstanding or up to date single touch payroll lodgment

    2 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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  18. Features to allow user to enter both "Documents Date" and "Posting Date" when we record for any single transaction instead only one column of "Date".

    For example, the invoice date could be 30 of Jun 2024 but as we receive this invoice later, on 10 of Jul. With this, I cannot book this invoice in Jun ledgers, because the month had closed. So, I have to book (post) the invoice in Jul ledgers, on 10th.
    Any updates would be appreciate.

    3 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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  19. Allow for charity funds in balance sheet

    Currently the chart of accounts and balance sheet is set up for company organisations only and doesn't allow the balance sheet to show restricted and unrestricted funds to be rolled over. It would be amazing to be able to use tracking codes to roll forward restricted and unrestricted funds but at least it would be helpful to be able to change the chart of accounts so the balance sheet fully reflects the way charities work.

    3 votes

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  20. There should be a function in XERO Fixed Assets Register to allow bulk dispose assets that are no longer used/sold.

    48 votes

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