1466 results found
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Xero Tax (UK) | CT600E For Charities
As 'Blue Xero' supports a 'Not for Profit' organisation, it disappointing that an accompanying
CT600 cannot be produced in Xero Tax for a charity.12 votes -
NZ Tax - List view of all open Client Tax Returns
I would like a tax screen similar to the jobs, where I can see clients tax return status, taxes owing and overdue returns. It would be useful to have the option to update a client's return to show as not required or Auto Assess.
28 votes -
Hubdoc - Assign admin rights over clients and users to one practice user
Primary issue:
If the Accounting Firm wants to maintain control over a client's records and Xero integrations, then only one person can be the one that creates every client in HubDoc.Workaround proposed - and the related issue:
- We were advised to create a dummy account for HubDoc to create the client files. This results in having to share a password - changing it frequently with staff changes.
- This also is not feasible due to the 2-Factor Authorization requirements
- This also creates a massive privacy breach risk for unauthorized access under PIPEDA (Canada) and PIPA (Alberta)I…
3 votes -
Xero HQ - Staff Audit Log
In any particular Xero account, you can review the history notes (essentially an audit log), however we do not seem to have the ability to audit a particular staff member's activity across all clients.
This would be useful if you have a particular firm employee making the same mistake across multiple reconciliations. You could see their access/activity log to know which clients you needed to review. Or if you simply needed to know every client the employee has touched in a certain timeframe.
16 votes -
Management Reports Pack - Add the standard compare tracking categories P&L to the Management Reports Pack
It would be great if you could add the standard compare tracking caterogies P&L to the management reports pack. At present, the only way to get it into the pack is to create a custom report, but this locks in the tracking categories selected and any future categories added are omitted.
2 votes -
Hubdoc - Add support for Intrust bank
Supported Banks - Please add Intrust Bank.
1 vote -
Xero Tax (UK) | Trusts & Estates (SA900)
Can you provide Tax Returns for Trusts (SA900)?
6 votes -
XPM - Hide Archived Contacts
New XPM Contacts that link to multiple clients shows archived contacts when search. This is confusion to know which contact to select when the client has archived entities, if use incorrect one then not using 1 main contact. Currently having to select each one till find the main contact with current contact info.
Need to block out archived contacts from showing or atleast show a symbol against them so know not to select it.3 votes -
Practice Manager - Keep user signed in when moving between the 'Clients' & 'Jobs' tabs
We are finding staff are regularly being logged out of XPM when they move between the 'Clients' tab & the 'Jobs' tab. When this happens it asks staff to log back in, but we are finding it is taking them to random different areas of XPM instead of back to where they were. i.e Setting up a new organisation page, in the middle of a client file etc. This appears to be a basic functionality issue that needs to be fixed.
20 votes -
XPM - Add a new Client Information link
Requesting a feature that auto-populates client info in XPM via a secure link that we can send to the client, allowing admin team approval, enhancing privacy for sensitive data like TFNs, and reducing form completion errors
3 votes -
XPM - Notes & Fonts option on Recurring jobs
Would be great to have a notes section under "description" in recurring jobs in XPM as well as the ability to change font type,size & colour
2 votes -
Reports - Combined Lodgement Confirmation Report
A combined lodgement confirmation report for all lodgement done on the same day.
3 votes -
User access - Administrators HQ access to client files
We are getting an increasing amount of (sometimes angry) pushback from clients where when we add Administrators to our HQ account, they are automatically given full permissions over any linked client Xero files, as well as all our ledger files. We are a large firm with over 15 Administrators.
Please give us the ability to CHOOSE, if we want to add all administrators to all files.
OR
Create an administrator role that doesnt need to add them as a USER to each client file.Imagine you have a Xero file for your own personal business, and suddenly notice 13 people…
5 votes -
Reports - Add more filters to the General Ledger
General ledger,
- (same goes to account transaction report )
Once generated report, pls Enable view and filter, sort the transaction by clicking specific column, enable filter in every each column drop down instead of allowing only one box to search for different categories.]- description 2
Sales
- pls enable receipt list as well in sales platform (enable filter feature for every column) It's such a hassle for me to click in every bank to view transaction. Spend money too!
1 vote -
VAT - Automatically calculate returns when switching VAT scheme
Hello,
I would like for Xero to automatically calculate the VAT returns accurately when switching from a VAT scheme to another. Currently, we need to manually adjust the returns to avoid any duplications caused by the transition. There is room for a lot of human error when doing this and I believe this feature is extremely important.
7 votes -
NZ Tax - Include Tax Return Status in the Filters on the Tax Payments Screen
Include Tax Return Status in the Filters on the Tax Payments Screen.
This would mean we can bulk select $0 payments to ignore.2 votes -
Hubdoc - Upload files directly to subfolders
Ability to drop/upload files directly into a subfolder without the need to manually drag them from "All Documents" after upload.
1 vote -
Xero HQ - Set a date range for reporting
Allow the ability to set timeframes to the the reporting currently on Xero HQ.
For example to receive a quick overview of the bank reconciliations at the year end to see how much is to be reconciled and for what bank accounts.
1 vote -
AU Tax - ability to update status in all tax return tab - additionally add ability to see more fields/columns for each tax return
The tax return view/list can be significantly improved through:
- the All tax return tab - ability to update the status from here. Currently, when we go to Lodge, we have to find the return in the All tab to determine what status it is at, then go to that specific status tab, find the return again, and update the status - this is really cumbersome, particularly when we are lodging numerous returns that are all set at different statuses.
- the ability to see more fields/columns for each tax return to reduce the risk of lodging the incorrect return.…1 vote -
Hubdoc - Automatically log on to suppliers accounts and fetch invoices
I would like to have hubdoc periodically log in to our supplier's account( Fedex, Amazon, Upwork, UPS etc) and fetch the invoices automatically.
Dext Prepare already does that so I can see Xero loosing thousands of dollars by relying on third party software. I guess let's start with the most popular suppliers and take it from there. This can be an add on to Hubdoc for a bit extra and happy to pay as long as it is comparable in price to other software packages. That would greatly automated our accounts.
9 votes
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