1464 results found
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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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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.
20 votes -
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 -
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.
3 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.
183 votes -
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.
14 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 - Document Merge
Ability to merge documents in Hubdoc.
Purpose: To easily combine separated pages of a document into one.
168 votesThanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented.
That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow.
For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.
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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.
155 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
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