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1432 results found

  1. In Xero tax , There should be separate and separate tagging/ mapping for Net wages, Director's Loan accounts, Pension liability , PAYE liability etc. instead of common tagging/Mapping as "other creditors".
    Because Reader/Practitioner may face difficulties to identify figurs in accounts reports. If Xero team provides tagging options more specific to Balance sheet items it will improve quality of Accounts report generated by Xero Tax.

    9 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  2. When creating a new contact in Hubdoc for Xero, it would be great if there was an option to add the contact details (address, phone, email, tax ID, bank details, etc) right then. Hubdoc could read the information from the invoice and populate it on the spot rather than my having to remember who I added on the fly, go find the information again, and then manually type it all in myself.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  3. Can you please add the ability to create a Foreign Rental Schedule Capital allowance - Asset worksheet and Capital works - Asset worksheet in Income Tax Returns

    26 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  4. We use Xero HQ Ask queries for our client questionnaires.
    Would be fantastic if the query's supporting docs could automatically feed to Xero Workpapers.

    5 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  5. Allow SMSF returns to include an option for import from BGL/Class and to generate a PAYG estimate worksheet

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  6. Allow importing csv files to update existing jobs in bulk

    18 votes

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  7. Add the ability to change the order in which jobs appear on an invoice when preparing an invoice with multiple jobs.

    3 votes

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  8. Set the demo company as the first company seen on log-in, or be able to set which one you want to see.

    I often use my laptop when speaking with clients and for a split second after logging-in I am on another clients business dashboard until I can grab the mouse and change it to their business. I don't think this is good business practice.

    12 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  9. We have clients on Annual Packages that cover a group of companies or individuals. While we are able to add tax forms for other entities within the billing group, the same option is not available for Activity Statements, meaning that we have to split the job or not attach the forms.
    It would be very helpful to open an annual job and see all tasks and forms associated with it.

    1 vote

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  10. I have 19 rental properties with 19 separate AT&T internet bills monthly. There needs to be a method within Hubdoc to automate publishing each receipt to a uniqueTracking Category each month. Right now it is all manual and very time consuming.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  11. Be able to set up a "read only" user for payroll so that clients can review/approve payroll run documents before we as agent post the run.

    3 votes

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  12. The mandatory update to using the new Reports in Xero from 31st July 2023 means the old version of reports will cease. This includes the much used Trial Balance report as accountants like myself tend to start from there when reviewing quarterly and annual work.

    I notice the following list of issues with the New Report for Trial Balance:

    1 - You can bookmark the old TB report and use this bookmark across clients. Also bookmark can be changed to show a particular date too i.e. 31st March. Bookmarking the new report always takes you to same client you initially…

    4 votes

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  13. When viewing bills/invoices under a contact, can the 'bill created', 'bill approved' and 'bill paid' icons be different colours please? :)
    Same applies for Invoices created/sent/paid

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  14. we use job numbers to identify the works being carried out so I entered the Job number in Contacts against the Client name but this number comes out on the invoice against the client name on the address block. It would be good to be able to have multiple jobs nos for each client so we can identify the job no. on the Customer page

    2 votes

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  15. Remove a currecy added in error and never used, which makes reports more complicated than need be (Source AND GBP in every Transaction report, implying we are multicurrency when we never have been)

    8 votes

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  16. It would be useful to have the ability to mark a document pack as complete even if some of the signatures are missing.

    We have had occasions where trustees refuse to sign via document packs after the clients have already signed. We then have to print the partially signed documents and send hard copies for trustees to sign.

    This leaves the document pack incomplete. The only option available is to cancel the pack, not ideal The ability to mark the pack as complete would be a great addition.

    12 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  17. Ability to prepare workpapers on a cash basis is critical to be able to line up with xero reports prepared under Tier 4 cash reporting framework.

    9 votes

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     ·  3 comments  ·  Workpapers  ·  Admin →
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  18. Xero Expenses - It would be good if Xero can enable the functionality to record a refund / credit note within expense claim module.

    6 votes

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     ·  3 comments  ·  Hubdoc  ·  Admin →
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  19. We are currently reviewing our staff access, and have realised that it is currently a labourious process when a staff member only temporarily needs access to a ledger e.g. technical help, auditor access, to cover sick/holiday leave.

    It would be great to be able to set a time limit for access when staff or users when they are added e.g. 1 day, 1 week, 2 weeks, or on a given date. This would save practice managers having to keep note of when users needed to be removed and having to do that all manually.

    3 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  20. At the moment Hubdoc extracts supplier name only which makes it tricky to use for processing sales invoices as the customer has to be manually selected and has no default settings. If Hubdoc could also extract customer name, it would really help with AR processing.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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