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For accountants & bookkeepers

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  1. We can search by client. We can search by group (if using group='name'), but we can't search or filter by billing clients. This would be handy to see this option in the WIP menu so all related jobs to that billing client are presented for drafting invoices. Currently the only means to achieve this is via the Business>Invoice menu but the job and WIP display is not as ideal or helpful.

    7 votes

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  2. Simplified view of outstanding receipts that need to be processed to the accounting software ie numbers reflected in the top tabs.
    Currently it is hard to get a quick view of what needs to be accomplished in hubdoc and what has already been done.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  3. At the moment Xero doesn't have a list of clients in alphabetical order when I go into Staff to amend access. With over 200 clients, it is taking a long time to sort it all out, even if I use the search box.
    Please include functionality so that the client list in Staff is in alphabetical order by default, the same as it was in My Xero staff.
    I would also like to see a number value next to the staff member's name showing how many clients they have access to. Again, similar to the set up in My Xero…

    6 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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  4. Add filter to 'Notices that are different' in XPM dashboard so we can filter by office (Auckland, Wellington, Christchurch)

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  5. When pulling invoices through from Xero to XPM (i.e. to report on fees v.s. costs/budget), it would be much more beneficial if XPM could locate its Job Reference Number within the line item description of an invoice, rather than just the invoice reference field.

    This would mean multiple XPM jobs could be referenced on the same invoice (e.g. 001 Payroll, 002 Accounts, 003 Bookkeeping), as well as mitigating for firms like ours where we also bill other non-relevant monthly services (e.g. HR, Legal services etc.) on the same monthly invoice to a client.

    Thanks!

    4 votes

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  6. A report that could tell you the status of all clients super payments that are processed through the Xero super function. This would allow practices to ensure compliance with ATO processing and payment dates

    11 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  7. Report Fields
    Would be nice to be able to auto populate the net profit into new reports as older report packs did.

    The older report packs had a net profit before tax / net profit after tax field option how has an "upgrade" to new report lost this feature?

    6 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  8. Currently there is no option to remove nil job totals through Xero invoice integration settings.

    You can remove nil tasks/costs if opting for the alternate invoice presentation method (tasks/costs), but not for when you opt for the job totals basis. This would solve multi job invoices and the clean-up required where writing off amounts to nil across jobs.

    1 vote

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  9. 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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  10. 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.

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  11. 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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  12. 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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  13. Allow SMSF returns to include an option for import from BGL/Class and to generate a PAYG estimate worksheet

    2 votes

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

    22 votes

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

    6 votes

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  16. 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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  17. 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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  18. 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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  19. 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.

    4 votes

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  20. 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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