1233 results found
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Conversion Toolbox - Populate Reference for imported invoices
When using the conversion toolbox import template to upload invoices and bills into Xero, it does not give me the option to map the Reference to the correct field. Instead, I have to go into each one afterwards and edit it to include the reference.
There is a column in the import sheet for a Reference so I'm not sure why it won't map it to the correct field. It would be great if this could be fixed to cut down all the manual work we would have to do after uploading the invoices.
1 vote -
Xero HQ | Client Set Up - SIC Codes
I would like if when setting up clients. Under the "Business" tab, instead of industry being so limited, for it to replicate Companies House & use the SIC codes.
4 votes -
Hubdoc - Email-to-Bill Rules
Allow for rules to be placed on what to do when data is missing or unable to be grabbed. Ideally for these to be linked by which supplier the order is from or even setting global rules
Specific Ideas:
-Setting a default Global Due by date when missing
-Setting a specific stock line(s) to apply stock to by supplier
-Setting not to overwrite cost price with default cost price in system.4 votes -
Practice Manager - Automatic time tracking by client
Xero to automatically log the time you spend in each client and summarise monthly/ average 12 monthly.
No stop/start. 10 minute auto logout.
Advantages: no additional work for the user
Disadvantages: not an exact science.4 votes -
XPM - Ability to tag client’s Xero org
Be able to tag clients
Purpose; so we can bulk tag non current clients for archiving and create jobs for the next days individual tax returns.
5 votes -
Hubdoc - Extract commission and VAT payable from sales invoice
The ability to deal with purchase commission on a sales invoice
If you sell goods at an auction they will send you a sales invoice for the transaction with the bottom line being the net value (Sale of goods less any commission and vat payable to them). It would be helpful if Hubdoc could deal with this all in one transaction.1 vote -
Invoice templates: Descriptions for advanced invoice fields
Currently the only way to view form fields for Xero Blue invoicing and email templates is in the editor, without an in-depth explanation as to what field actually does. More detail into which field does what would be appreciated, as some are a bit confusing just based off the name.
1 voteHey Evangeline, you can find a full explanation of each advanced template field on our Xero Central article 😊
Looks like that explanation isn't available inside Xero itself though, so thanks for popping this idea through!
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AU Tax - Deductions in tax returns based on ATO Benchmarks
It would be useful to have deductions in tax returns checked to categories established by ATO Benchmarks.
2 votes -
AU Tax - Reducing BAS amendment steps by removing the form type and auto generate on completion of the statement
Ability to reduce the steps of amending BAS by removing the form type and auto generate on completion of the statement.
Purpose: To save users time when they’re amending their BAS.
5 votes -
Xero Tax (NZ) - Include Gross Taxable Income
To be able to run report which will show the Gross Taxable Income for taxpayers across the practice.
That is, similarly to how can print report for all clients in the practice which shows the current filing status and date tax return was filed, be able to print a report for all clients in the practice which shows their Gross Taxable Income for the year.
This functionality will be helpful especially for eg checking if a Client is entitled to the Cost of Living Payment.3 votes -
4 votes
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Xero Tax (UK) | Add 'Other' category for PPE
It would be great if there was an 'Other' category tagging option under PPE.
We have PPE in our ledgers that doesn't sit under any of the options currently available.
2 votes -
Hubdoc - Drag & drop details from scanned document
We currently can drag and drop details in the bank rec screen to populate fields. As the OCR in Hubdoc is not so polished yet, if we can have a similar drag and drop feature would be immense in using Hubdoc to process transactions as this would cut down on the data entry.
3 votes -
Hubdoc - Ability to check which suppliers are on autosync
Users can check which suppliers are on autosync quickly.
Purpose: To save time from having to click multiple pages.
18 votes -
XPM - Ability to see staff's dashboards
Partners can see/change to all staff's dashboards from within their own dashboard.
Purpose: to monitor poor performing staff in a timely manner
3 votes -
Hubdoc - Tick box to download documents by transaction date.
Ability to search or order and select documents based on the transactions date
Purpose: Efficiency in downloading documents in bulk.
14 votes -
Hubdoc - Conjunction with Xero Projects
Ability to publish documents from Hubdoc into Xero Projects directly.
Purpose: To make users’ easily publish the document and assign it to Xero Project.
150 votes -
Xero BAS - Finalise BAS in a Xero file connected to the ATO, without submitting to the ATO
Problem: Xero connected to the ATO for activity statements. Client prepares monthly IAS (PAYGW only), Adviser prepares quarterly BAS (GST and one month's PAYGW). Adviser has to disconnect from ATO to finalise BAS in Xero and import into Xero Tax (to be able to send to the client for electronic signing and then making lodgement to the ATO).
Solution: make it possible to finalise the AS in Blue Xero without disconnecting from the ATO, allowing Client to continue submitting IAS to ATO from within Xero and Adviser to import into Xero Tax to send for e-signing and lodgement.
2 votes -
Singapore Tax - Ability to see gross value before tax subtotals for each tax category
gross value before tax subtotals for each tax category
1 vote -
Hubdoc: Supplier Configure Rules setting - Ability to search by account name & code
To make users able to search account name & code within the supplier configure rules setting.
Purpose: To make users easier to search account name and code when they’re dealing with larger charts of account lists.
9 votes
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