1223 results found
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AU Tax - Show Period on the Activity Statement Substantiation Declaration
The 'Activity Statement Substantiation Declaration' page should display the period the activity statement relates to.
6 votes -
XPM - Add extra columns to All Jobs board
Is it possible to add a few extra columns to XPM - All jobs board rather than creating different reports or clicking on different jobs/pages to collate basic client information. I would like to add the following columns to assist with Trusts and Superfunds.
-Trustee/Company Name
-Invoice NumberCurrently, if you invoice a Trust e.g. ABC Family Trust for XYZ Pty Ltd (Trustee), I would like to see both entities in Jobs board and not just ABC Family Trust. This comes in handy when chasing payments or matching jobs as a result in separate jobs linked to a Trust or…
2 votes -
Hubdoc - US Date Format
Hubdoc date format recognition is set at a global level, meaning when it processes invoices for US date formats, it can get it very wrong (e.g. 01-09-23 is interpreted as 9th Jan 2023 when it should in fact be 1st Sep 2023).
This makes automating the process impossible and requires manual checking and adjustment of the date on all US date format documents before submitting to Xero. It can also lead to mistakes and significant additional time to rectify errors when reconciling.
Please provide a means of either auto-recognising the date format (though I appreciate this is easier said than…
7 votes -
Hubdoc - Failed tab notification dot
It would be really helpful if there was a way of adding a notification dot on the "failed" tab in Hubdocs to alert the user to any documents that have not been published. We have often had documents that have failed but forget to look on the failed tab. A reminder dot would be so helpful and probably quite easy to install into the programme. Is this possible please?
2 votes -
AU Tax - Sort dividends alphabetically in the return
The dividends are not sorted alphabetically in the return, although they are sorted in the prefill. Can we have the ability to sort fields included in the individual tax return worksheets, such as Item 11 Dividends, Item D5 Other work Expenses, and other similar fields.
This will make it easier to check and compare, and it looks much more professional.12 votes -
Xero Tax- Change wording of Medicare Levy question
Change/Simplify the wording of Medicare Levy item M2-A regarding number of days not liable for surcharge. The question is a double-negative and hard to comprehend sometimes.
Suggestion: "How many days was the taxpayer covered by Private health during the year?"
2 votes -
Xero Tax (AU) | One click tax estimate
One click tax estimate.
We often just print a tax estimate and it would be great to have one button for the tax estimate rather than having to unclick all the other options in the print menu.12 votes -
Practice Manager - Automatically add a Task to automatic Activity Statement jobs
It would be great it we could have a Task automatically added to the auto-generated job when we have the 'Create Activity Statements on a newly generated job' option checked.
12 votes -
Manual Journal Report with Details
A report for strictly manual journals that would show ID, Narration, accts, etc, or the ability to filter manual journals in the current journal report.
2 votesHi Brenda, there is the ability to filter by many of the column in the current Journal report. Or is it a different detail you'd like to be able to filter by in this?
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Hubdoc - Increase upload file size
Currently the file sizes generated in uploading receipts is unnecessary large - I often see 3Mb for a coffee receipt! This is problematic when onward charging expenses to customers (and requires manually resizing before adding to an invpice which is time consuming) and must be costing you a fortune in data storage. Why isn't the file size limited to a sensible size or at least configurable by the user?
2 votes -
XPM - Expose staff billable rates in XPM API
Expose the staff billable rate on the XPM API?
The billable rate for staff timesheets/tasks aren't available for jobs until they are invoiced, and there's no way for integrations with XPM to understand the in-progress cost of a job without getting the staff billable rate... or if there's an override on the job.
1 vote -
Xero HQ | Clients - Filter by Xero files
Now that you've forcible inserted every single client as a line item in Xero HQ via Single Client Record, we NEED the ability to filter search results to only show client lines with Xero files attached.
Example: searching for 'Lee' used to result in 3 client Xero files - now it results in 598.
This is literally unusable.
EDIT: There is a filter for TYPE of subscription; I do not and could not care less whether a client has a Ledger, GST Cashbook, Starter, Premium, whatever other tier you care to make up.
I just NEED a tickbox to toggle…
2 votes -
Hubdoc - Allow publishing of $0.00 bills
Not an idea really but a bug which needs fixing.
A lot of suppliers like FedEx for example send $0 bills which HubDoc is unable to publish to Xero as the Tax and Subtotal amounts is calculated wrongly despite the bill's Total Amount of $0.00 being correctly detected. As a result the invoice cannot be published to Xero.3 votes -
Practice Manager | Client Report - Include primary contact
Would be great to run a report which shows the primary contact for each client. Currently no functionality to report by primary contact.
59 votes -
1099s - Fully integrate the 1099 Contact page with main Contact page
Xero finally added Legal Name & Business Name fields so we can actually file 1099s properly for sole proprietors that have a different legal name than the contact name. This was a critical improvement But now we have to toggle between two different contact pages because there isn't full integration between the 1099 Contact page and the main Contact page. We want to set up vendors properly from the start, get a W9 on file before our client even pays a vendor ideally (and we're not always going to use your W9 link), and so when we get that W9,…
3 votes -
Hubdoc - Ability to copy & paste document details into Xero
It would be good if you could copy and paste from a document in HUBDOC. Like you can from any pdf format document.
eg If I enter an invoice in HUBDOC it would be good if I could go back to it and copy and paste the bank details into Xero like you can from any pdf document.
27 votes -
Hubdoc - View suppliers bank account number in details area
When editing the document in Hubdoc, could the creditor/suppliers bank account number please automatically show in the Xero details area. As then we could confirm that the right Xero creditor has been selected and that the bank account number matches the supplier invoice at that moment.
11 votes -
XPM - Select Multiple Jobs to bulk change the job status
Could there be an extra column where you can tick multiple jobs so that the job status can be updated. Not only one job at a time.
14 votes -
XPM - Update client details via API
As a dedicated Xero partner, I've been leveraging the capabilities of the XPM Suite in conjunction with Seamlss to manage and streamline my operations. While the current integration offers a range of functionalities, I've observed that the existing API limitations are hindering our efficiency.
One of the most pressing concerns is the manual transfer of sensitive client data, especially Bank Details. My administrative team often finds themselves in the tedious and risky position of copying and pasting this critical information due to the API constraints. This not only consumes valuable time but also poses potential security risks.
The Xero Practice…
10 votes -
hide lines with balances under 1.00
Suggest that when printing Published accounts that any lines under 1.00 are hidden.
Example (as we don't print cents in our published reports).
If there say .46 left in an account , that line is not printed, As currently it will print with no amounts. and looks silly. (need to jnl the cents somewhere else to clear.2 votes
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