1393 results found
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Xero Tax: Ability to undo field labeled as "edited"
When preparing personal tax return on Xero, I accidentally edited the field "Your spouse's assessable income" in Spouse tab and now it's labeled as "edited"
It could be great if I can undo the 'edit' so the field can automatically generate data from spouse's return like how it was
3 votes -
XPM - Separate set of state for different jobs
Improving XPM Workflow Capabilites with Seperate & Specific Job States & Automation Triggers
Seperate set of state for different job templates/workflows. XPM currently only has one set of job states. there should be the ability to have multiple for different jobs. These states should also be able to be transferred into a kanban board view and when the job state is changed either by drag & drop or dropdown certain automated actions should be triggered such as automated emails or deploying client or internal forms to be completed etc. At the moment the XPM's workflow capabiliteis are extremely limited.
5 votes -
Workpapers - Ability to create historic packs (6+ years old)
Ability to create historic workpaper paper packs over 6 years old would be helpful for those clients that need their accounts brought up to date and need to prepare financial statements over 6 years old.
5 votes -
HubDoc - make the subscriber of the Xero file the owner of the HubDoc file
At the moment there is a glaring issue with Xero files and HubDoc files, that the subscriber/owner of each can be different, even though the HubDoc file is integrated with the Xero file and is "paid for" by virtue of the Xero subscription.
This means it's possible for someone to lose access to their HubDoc account, even if they are the subscriber of their Xero file. Nightmare.
4 votes -
Hubdoc - Extract tax amount from the invoice
Extract tax amount from the invoice. This is required for compliance with VAT amount recorded in accounts must match what is on the invoice
Extracted Amount requires a manual entry of VAT amount. This is misleading as "extracted" suggests the amount has been extracted from the invoice.
20% on expenses option calculates from the NET AMOUNT or backwards from the GROSS AMOUNT, this is incorrect as the may not match VAT amount on invoice specifically where there are non or zero vat amounts
8 votes -
Hubdoc | Create invoice from Excel document type
Allow upload of Excel (.xls .xlsx) document.
Many suppliers supply their invoice in an excel format, Before they can be uploaded into Hubdoc they need to be converted to PDf.8 votes -
NZ Tax - Keep the sorting order
Where the notices are the same screen. It would be helpful if it held your sorting order. When you click on a date to accept the assessment, when you return to the list it is back in date order. I'd like to keep it in client name order.
6 votes -
Xero Practice Manager - Create recurring job from existing task
Able to create recurring tasks from an existing task.
Purpose: It’s easier to just create a recurring job from an existing job, rather than creating a new job.
43 votes -
Workpapers | Settings - Tax and depreciation default to last saved setting
Hi there
Just a suggestion.
I wonder if we can please make the depreciation and tax depreciation report setting to automatically default to the last saved setting instead of having to save it as default report and without saving it into drafts? Similar to Wrike workflow product.
Thanks
Irene3 votes -
Xero Workpapers - Being able to group entities into one client folder for related entities
To be able to group all related entities together into one sub-folder.
Purpose: Ease of use and navigation when working with Workpapers
34 votes -
Practice Manager | Xero Tax (AU) - Who approved & signed a return
Improve XPM reporting for Xero Tax to enable extract of who has approved and signed (as tax agent) returns. Preferably including fields from client information - Client, Client Group, Account maanger (aka Partner), Job manager.
4 votes -
Practice Manager | Add Keyboard shortcut
Keyboard shortcuts in Xero Practice Manager
Currently only have a shortcut for search (forward slash) in XPM, would like more shortcuts (like there are in Blue Xero) - eg:
Dashboard / Clients / Jobs / Tax / Business / Reports tabs.4 votes -
Automatically update the amount in the upper corner when editing a bill
I often have a draft bill for recurring expenses that I need to edit. When I update the amounts, it updates the total on the bottom, but it doesn't update the amount in the upper right corner (why not?), so I have to edit that as well. This creates another keystroke and mouse move that is annoying. What is the purpose of that total remaining the same after I have made the other changes? It should update automatically.
5 votes -
Practice Manager - Customise reports with more fields
Would like the ability to run a report with any fields that are available for the client - not be limited because a certain field is tagged as a job or tax field. Example is having a report with client, job and tax fields all listed
5 votes -
HQ: Document packs - Ability to lock down who can prepare doc packs
Document Packs - User permissions
The ability to lock down who can prepare doc packs vs who can send them. ie. We want admin to prepare but Director to send. Suggest view / prepare / send.
4 votes -
Practice | Payroll - Top level Reports across all clients
It would be great if we could have access to reports that included all our clients with Payroll into one. E.g. I would like to be able to create a single report that captured all the employees from all account subscriptions we manage so I can see what their hourly rates are so I know who needs an increase when the minimum changes. Currently I need to create that report individually whereas the likes of Paysauce have that top level reporting to include all our subscriptions in one.
6 votes -
Xero Tax (AU) - Colour code variances
Currently all ITR Notices of Assessment that come to Xero Tax with a variance are marked with an orange dollar sign ($).
It would help with variance investigation and client contact if the variances were colour coded so that positive variances (those that increase a refund or decrease a payable) are in a blue $, while negative variances (those that decrease a refund or increase a payable) are in the orange $. I would suggest green, but green is often used for 'this has been assessed and confirmed' so blue is a good compromise.
This will give a visual indication…
3 votes -
Hubdoc - Allow files exceeding 3MB to be transferred to Xero
Allow files exceeding 3MB to be transferred to Xero. Currently, it just shows the link to the file in Hubdoc.
7 votes -
Workpapers | Entertainment - Mark clients as Non-GST
Be able to mark client as non-GST - either on just this workpaper or have it apply to a whole set of workpapers
9 votes -
XPM / Xero Tax - Ability to type the date instead of the date picker
To allow users to type the date in XPM.
Purpose: Because it is easier to type the date instead of the date picker.
28 votes
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