1217 results found
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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.
182 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 -
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.
10 votes -
AU Tax - Tax Return details shown at summary level
To have a column in the return screen that shows the detail of the tax return (e.g. estimated tax payable / refundable and / or the Taxable Income amount).
Purpose: To make the accountant easily review the tax summary returned.
23 votes -
AU Tax - Ability to set up alerts / notifications for tax returns
Ability to have alert when action is required for a tax return
Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.
18 votes -
Xero Workpapers - Move Negative Comparatives to a Different Lead Schedule
Ability to move negative comparatives into a different lead schedule.
Purpose: To make the lead schedules consistent with the layout of the accounts.
6 votes -
Hubdoc App - Ability to upload multi page documents
Upload multiple page documents as one through Hubdoc mobile app.
Purpose: Ease of use - Upload multiple pages using one device without having to send and upload through desktop.
154 votes -
Hubdoc - Save files to Onedrive
Ability to save a document in Hubdoc to Onedrive for cloud storage.
Purpose: To easily send the document to Onedrive.
79 votesHi community, thanks for sharing how we can improve Hubdoc for your business. While we'll continue to review and consider these sort of integrations overtime, we want to open that we don't have plans to integrate Hubdoc with Onedrive at this time. If there is any change or progress to share around this, we'll return to let you all know on this idea.
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Xero HQ: Ask - Preview attachments
Ability to preview attachment before downloading it.
Purpose: Good for clients who want to preview the document without having to download it.
11 votes -
Xero HQ - Ask history
To record details of queries sent from Xero Ask such as
- created date
- Who created
- date sent
- who sent it
- recipients that received the queryPurpose: This would be helpful when a client says they have not received a query
19 votesAppreciate wanting history for Xero Ask queries.
This was briefly looked into, however I do want to confirm that there are no plans for developing history for Xero Ask at this time.
We'll move the status of this idea back to submitted and continue to get a sense of the interest around this, here.
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Xero Workpapers - Integrate with Xero Files
Ability to copy transactions directly across from a Xero org to Workpapers
Purpose: Save time and manual steps involved in having to download and re-upload individually
16 votes -
Report Templates - Option to only show logo on cover/front page
Option to choose where the logo is shown
Purpose: Consistency with brand/business internal guidelines. Formalities and looking professional to clients/stakeholders
32 votes -
Workpapers - Roll forward to the next years workpapers
Ability to roll forward balance sheet items and permanent documents when finishing a set of workpapers
Purpose: to reduce time spent recreating them in future years
94 votesSorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.
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Xero HQ - Notification when a return is rejected by the ATO
To have the feature where there’s an alert in Xero HQ when a return lodge is rejected by ATO.
Purpose: This will help Accountants can easily know which Xero org that the return was rejected by the ATO.
23 votes -
XPM - Group Custom Fields
Group Custom Fields - it would be very useful to be able to assign custom fields to groups rather than only contacts & individuals, then be able to report on these fields. This would help with areas such as marketing, estimated fee groups, and handover notes.
We currently use the main billing entity but this would save a lot of time and improve efficiencies.
0 votes
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