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1174 results found

  1. It'd be extremely helpful to have a field available for any type of client where a registered business name can be recorded, and if the business name is searched in the client list, the entity that the business name is recorded against shows up.

    For example, if Joe Bloggs Pty Ltd owns the business name Bloggs Flowers, we could search for Bloggs Flowers in XPM and Joe Bloggs Pty Ltd would show up.

    1 vote

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  2. Hey Xero, i have moved three smallish companies to Xero and i absolutely love the product. I would like to move my holding company but there is one shortfall. Disbursement recons. recovery of payments from clients. platform should be the same as bank recons, allocate a payment to a reference allocate an invoice to a reference and march the transactions to ensure recovery from the client. again just like the bank recons. match match match. any disbursement that does not match a recovery is a query and should be investigated. please help this would really change my Xero world.

    1 vote

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  3. The new balance sheet report has introduced a column between every month which contains a flag if there is an item impacted by FX. This now means that when exporting into excel the report now has 24 columns as opposed to 12 previously and the months are not sequential. I like many others use the balance sheet in other tailored reporting and financial models so am now having to delete the blank columns in order for the report to fit into my reporting templates. Why is it necessary to flag on every month that there is a FX implication? An…

    1 vote

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  4. Currently when a report within a report template is longer than one page (Notes report for example), on the second and following pages there is a large gap/white space at the top of the exported PDF report.
    Would like the ability to reduce the amount of white space at the top of these pages.

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  5. When an email is forwarded to Hubdoc, only the body of the email is captured (if you have that option ticked in the settings). We need the full email sent to Hubdoc captured in the document created by Hubdoc, ie please include the email fields FROM, TO, SUBJECT, DATE as well as the body of the email, ie the full email that was sent to Hubdoc. Often we have to reply to the email that has been sent and we only have access to the version sent to Hubdoc as the original email is often sent to the clients email…

    2 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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  6. Hi it would be good if we could import some costs into XPM which are marked as Not billable (eg xero costs) so when doing the invoicing we don't have to untick all the boxes.

    1 vote

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  7. see
    CX0014715231.

    When Importing from blue Xero to green xero - populating the tax return with data prepared on blue xero, the loan accounts with bank feed always appear in ASSETS section and no matter how many times we import that figure in the liability section, it appears as negative and thus unable to lodge

    1 vote

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  8. It would be great to be able to create templates emails for sending stuff from XPM. Currently you can only include a standard signiture.

    1 vote

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  9. XPM - Mark Jobs and Recurring Jobs as Private so that only the owner/assigned staff see them

    1 vote

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  10. Have the capability to transform a newly established task into a repeating job, as well as revise a recurring task to reflect modifications made to a job generated from the recurring assignment.

    1 vote

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  11. It would be great to be able to attach document and notes t Recurring jobs in XPM

    1 vote

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  12. Need a placeholder for title (Mr/Ms etc) for cover letters. It should be an easy implementation, as tax returns should already have that as a label. We need it for the address section of the cover letter.

    3 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  13. I suggest being able to create a list of things to do that can't be completed immediately. For eg include an amount of RFBA before finalising STP for the year or check a general ledger entry next week. This list could pop up when the client file is opened.

    1 vote

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  14. It would be good if Hubdoc created a short cut key (e.g CTRL + D) which allowed you to enter in a timestamp. This would be really helpful in the notes section when multiple people are leaving notes on a document

    1 vote

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  15. See CX0014786193 and
    CX0014195990

    1/ For ACTIVITY STATEMENTS - xero already retrieves the bpay details. Can Xero retrieve the Auspost billpay details, and ATO PRN details for credit card payment too to be printed/esign emailed when generating the Activity statement?

    2/ For Income tax returns - for entities that have a payable result, can Xero retrieve the bpay, post billpay, and PRN details that can be printed/esign emailed along with the tax return?

    3/ and for ITR, can Xero retrieve the bpay, post billpay, and PRN details so that it can be sent along with the OoA email/print out?

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  16. Starting from July 2024 Malaysia government implement e-invoicing. It would be grateful if Xero could integrate with LHDN. It will save lots of hustle and time to upload the invoices into the portal. Hope this can be done before the implementation begins.

    https://www.hasil.gov.my/en/e-invoice/

    8 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  17. We leverage the Income Tax Client Report within XPM, and report on lodgements leveraging this data. It would be great if there was the ability to schedule the Tax Agent Request to the ATO for refreshed data - e.g. once per week, so that the reporting we have is automatically refreshed periodically and this doesn't rely on a person refreshing the data manually.

    1 vote

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  18. Locked Dates & Integration with Xero.

    Currently irrespective of a locked date in Xero, HubDoc will publish a document within a locked period - this is problematic and in my opinon cause greive from a reporting aspect.

    Could a change please be made to prevent publication in HubDoc of documents for a locked period. With a message to indicate "Unable to Publish due to Locked Period". The User will then have the option to Unlock the date in Xero if required or have the date as the 1st of the current reporting period.

    Kind regards
    Jacky

    2 votes

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  19. We need to improve permissions on XPM, I want to provide permission to my managers to their staff members timesheets. The only way I can do this is to give them access is by giving them Access Financial data which really is too high for what we require.
    Only other way is to provide them with a report weekly...

    1 vote

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  20. Allow importing them from another organization (client) or the system.

    1 vote

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