93 results found
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Xero Tax - Submit Tax Returns on cash basis
Functionality to be able to submit Sole Trader/Freelancers/Counsellors tax returns on cash basis.
2 votesIn order to file a self assessment tax return for self employment income on a cash basis this needs to be selected from within the self-employment schedule.
Below the accounting period start & end dates there is a Yes/No toggle to switch over to 'Yes' if cash basis is being used in the accounting period 🙂
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Quotes: At present the only way i can print a quote is by sending it to myself on email. Could you please give an option to print to pdf
Quotes: At present the only way i can print a quote is by sending it to myself on an email. Could you please give an option to print a quotation to pdf
1 voteHi Elma, thank you for your idea here.
We currently have the ability to Print PDF for Quotes — please see the attached image below.
Please feel free to round-back to us if the idea here is for something different.
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AU Tax - ELD form to include BSB & Account Number
To include customer’s BSB and account number in the ELD form.
Purpose: To make taxpayers able to verify their bank details as they sign the form.
21 votesHey community, great news!
We’ve made some updates to the ITR forms, and you’ll now see a section labelled ‘Your Banking Information’ with the customer’s BSB and Account Number.
Because of this change, we’ll be shifting this idea to delivered 😄
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Hubdoc - Ability to create document from email body, not just attachment
I would like to be able to create a document by emailing in an email with a tax invoice in the body.
4 votesHey Grace, I’ve checked with my team about your idea here. We’re happy to confirm that you’re able to create a document from the body of the email by selecting the checkbox of “create documents from both the attachment(s) and the body of the email” in your Hubdoc org - see our article here for more information.
Thanks again for giving us your input here! I’ll mark this idea as ‘delivered’. -
Xero HQ - Ability to use Ask to send template queries to non Xero clients
I was told on a recent Xero training course that I could use "Ask" to send queries to clients - even those not on Xero. However, having just spent a considerable amount of time setting up a lot of new templates for requesting self assessment evidence from clients I have now found out that you can't use it for individuals who are not on Xero. Perhaps this could be something which could be looked at in the future? I have a number of individual clients who need self assessments but don't require Xero and it would certainly be a bonus…
2 votesHi Leah 👋 great to hear you've been through some of the training!
You can send Xero HQ Ask queries to non-Xero clients, however you'll just need to add them as a client in Xero HQ so they can receive the notification.
On your clients end, they can create a Xero login to access and respond to your queries through Ask, without needing to add an organisation.
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Hubdoc - Memorise multiple line invoice
Ability to memorise the configuration of previous multiple line invoices.
Purpose: To save time from having to enter the details of a similar invoice before the user publishes the document to Xero.
57 votesThanks for your support here, everyone. With Hubdoc we've just introduced a way for you to save configurations for documents with multiple lines, to help you create transactions in Xero faster and save you time from entering data.
Now, when you publish documents with multiple line items into Xero you'll see a button to copy item details you entered last time - 'Add last items'.
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AU Tax Estimate - Trust Tax Return
Ability to have a tax estimate included in a trust tax return where there is tax payable/refundable.
Purpose: To easily estimate and calculate Estate Tax Returns for all deceased clients.
173 votesHey community, thanks to everyone that added their votes and feedback to this idea!
Understand that previously, determining the estimated tax payable by the trustee of a deceased estate involved a bit of manual calculation work. I’m happy to confirm that this can now be calculated from within Xero Tax.
For the steps to calculate this, and a bit more info, we've updated our Xero Central article ‘TRT – Cover and Income sections’
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Practice Manager | Staff - Filtering/Sorting by Jobs specific to staff member
Ability to sort/filter the list so only jobs relevant to the staff member show, within the adding staff to jobs screen.
Purpose: To easily see staff’s role within Xero Practice Manager.
5 votesHi team, sorry we've taken a little to wind back here. As you may have found late last year we released a few enhancements to Job Manager so you can now filter your jobs by Staff, Manager, and Partner! 🙂
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Hubdoc - ability to recognise duplicate documents
Hubdoc doesn't recognise duplicate document uploads, this is an important feature that is common in all other document handling software I have used in the past. Please add this feature to enable us to utilise the auto publish feature with peace of mind that we won't end up with many duplicate supplier invoices in our accounts.
1 voteWe can now happily say this has since been released and you can start enjoying the benefits.
You’ll notice that duplicate detection picks up on any documents that have been uploaded more than once. If a document has the same supplier, date and amount as a document already uploaded, Hubdoc will automatically highlight the duplicate and let you know that a dupe has been detected. You can then either move the dupe to the trash, or mark it as not a duplicate if it’s been uploaded again for good reason.
Check out our blog post for more on this release and don’t forget that if you need an extra hand with your Hubdoc queries, our support crew are always available.
We hope that this feature will save you time and reduce errors in your bookkeeping so you can spend less time double-checking documents and more time on tasks you’d rather…
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Xero Tax - Suspend Activity Statements
The new Suspend Tax Returns feature for Xero Tax is great! However could this feature please be applied to activity statements as well?
1 voteHello everyone, we want to let you know that this feature is already active in XPM.
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Delivery Note
Xero is great for our Business, the only thing missing is a DELIVERY NOTE!!!
Can you please look into it, allowing us to create Delivery Notes once the job has been invoiced.Thank you,
Kind regards1 voteThanks for taking the time to share this with us.
We recently released the ability to create packing slips when printing with new invoicing. Check out our support article for more info!.
Though this might not meet the exact criteria of every business, but it meets the core needs of customers that need a simple solution. If you're finding this doesn't work for you, check out our app store to see if there's any third parties that could help you out instead.
As this feature already exists, I'll go ahead and mark this as delivered. -
Hubdoc - Make Hubdoc run normally when having more than 1,000 contacts
Ability to make Hubdoc can run normally when there are more than 1,000 contacts in Xero.
Purpose: It will improve the workflow of the user when they’re using Hubdoc, and they don’t have to merge/delete the contact in Xero.
18 votesHello community, we're pleased to let you know that our Hubdoc team has implement a fix that was causing slowness for those users with large Xero Contact lists, especially for those of you who have more than 1,000 contacts. So you'll notice a big improvement in Hubdoc speed now.
Thank you for your input here everyone! I'll move the status of this idea to 'delivered' so the votes can be returned to you all 🙂.
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Document Packs - Delete and Resend functions
The Document Packs needs a delete and resend function.
The delete function is necessary when client cannot open a document sitting in their Xero portal. The client can't delete it. We can't delete it. If we could jump into Document Packs and delete and/or resend, just like we do in Xero Tax, it would save a lot of time and frustration for both accountant and client.
The resend function is also necessary when a client doesn't receive the email asking them to sign a document. The work around whereby we have to phone the client and walk them through logging…
1 voteHey everyone, we've been taking all your feedback on board, and focusing on ways to give you some of that time back to do better things.
With the team's latest enhancement you can now send personalised reminders to clients that still need to sign any document that was sent through document packs in Xero HQ, which should help you resolve these sticky situation you've mentioned above 😊 - See detail on how to use this in Xero Central.
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