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1466 results found

  1. Have standard merge field for Partner, Account Manager, Job Manager for letter templates, email templates etc

    6 votes

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  2. Make a force sync button from Xero to Hubdoc.
    E.g. adding a new account in Xero takes a while for it to eventually show in Hubdoc.
    Unless you have to disable and reactivate the Xero-Hubdoc link

    Why not a button, that just 'force sync' the new chart of accounts into Hubdoc?

    10 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  3. Ability to bulk re-allocate invoices to different jobs and or clients.
    It would be great if you could easily re-allocate an invoice (or a cost / timesheet entry) to a different client or job. I have had cases where a clients name/entity type has changed and the recurring invoices have not been posted against the correct client in XPM (old client not new client, even though the invoice is issued under the new name in Xero). Or a client wants to be billed under different entities in a group but there is only one job so i would have to…

    2 votes

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  4. Would love to see Xero Tax to prefill STP data (W1 and W2) into BAS/IAS.

    7 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  5. Some banks require the ABN or ACN to be present on all pages of the Financial Reports supplied to them. Currently, the only way to do this is to export the report to Excel and then painstakingly type the ABN/ACN in to every single page.

    There should be an option to toggle this on/off. Alternatively a field type that pulls the ABN from the company file would be suffice to add to the report template.

    Please see attached an example on the footer of a report page.

    12 votes

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     ·  4 comments  ·  Workpapers  ·  Admin →
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  6. When using other supporting documents—let's say bank statements—it would be great to add a hyperlink to the notes or text block section so you can just click and see the support document.

    1 vote

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  7. Once the Statutory accounts are generated more customisation options would be very helpful. The ability to add or group headings in the P&L and balance sheet would be great. Currently there is no option to show pre-tax profits in the P&L or to show more detail within certain grouped headings in the balance sheet.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  8. Xero Tax(AU) | Worksheet to calulate number of days not liable for M2 (Medicare levy surcharge)

    When some client has more than 1 health insurance policy and the period of the same are diffrent and sometime overlapping we need the work out this manually which can sometime be wrongly caluclated and can impact the tax estimates.

    Xero should have a worksheet where we can enter policy details along with perioid of coverage to that it can calculae the days acurately. Similar feature is avaialble in MYOB AO and comes in very handy.

    95 votes

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     ·  6 comments  ·  Xero Tax  ·  Admin →
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  9. The Cover Letter shows the Taxable income and refundable/payable amount, can it also then include spousal tax return information so we can send one cover letter for two tax returns.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  10. Losses carried forward have to be manually entered each year. It would be great if the information flowed through automatically from the prior year tax return. This will help to reduce risks that someone may accidently omit or incorrectly enter losses.

    131 votes

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     ·  12 comments  ·  Xero Tax  ·  Admin →
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  11. TPAR - Ability to add more than 12 rules. Some clients like to separate out each type of subcontractor they have on the books and end up with a lot more than 12.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  12. Currently the SB Pool Detail report contains a large number of columns and the report appears cramped and difficult to read due to the smaller font size.

    It would be helpful to have the ability to change the column order and remove excess or un-needed columns, as is possible for the other tax and accounting depreciation schedules.

    22 votes

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     ·  5 comments  ·  Workpapers  ·  Admin →
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  13. It's not possible to reverse a Personal Tax return that has been marked as filed. It will be great to do it.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  14. Make a schedule for allocating partner income and tax credits allocations with a total giving the ability to allocate income on the one page. Currently you have to go into each partner schedule. There is not always an even split of income and with many partner entities it is very time consuming.

    28 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  15. Xero HQ report templates overwrite the order of accounts to alphabetical when accessed at a client. The report templates are in the correct part of the financial statement for the client, but then it defaults to alphabetical order. This requires you to change the order for each client, even though it was done at the HQ level.

    2 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  16. Please add a column in Xero HQ, not unlike "unreconciled items" that notes the STP status of connected Xero organisations. Options to flag in this column are "STP 2 not setup", "[Year] Finalisation outstanding".

    3 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  17. It's maddening having to sign in to Hubdoc so many times when I'm only using it sporadically throughout the day

    16 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  18. PLS Report (EFT Reconciliation Report): Currently it merges first two fields of client name and surname and if that could be fixed with ability to export in .csv / excel please. It would be great if it PLS report could be exported in TrustEasy format to manage fee from refund (attached).

    10 votes

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     ·  5 comments  ·  Xero Tax  ·  Admin →
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  19. My Timesheet Information View
    Highlight/Bold the Client name for each entry.
    Make a hyperlink for.
    When reviewing timesheets is easier to think in terms of the client than the job name.

    2 votes

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  20. When writing Cheques or payments would it be possible for an auto infill/ recall of the previous payment made to the Payee/Supplier, this would save time if the details are always the same and only the amount may vary, it would ensure that the correct/same account is always used giving consistency.
    Should any of the details differ then these can be input as currently but an auto infill would save me an awful lot of time as I don't have a bank feed to all the bank accounts I oversee.

    3 votes

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