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  1. The current 'To Sign' list is a combination of tax returns that might be out for signature with the client, or ready for the tax agent to sign. At the moment there is no way for our tax agents to tell which tax returns are ready for them to sign.

    24 votes

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    11 comments  ·  Xero Tax  ·  Admin →
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  2. The 'export invoice to Xero' manual option should be available to staff that have approve invoice permissions. When we have a 'Xero export failed' message and staff correct the error, they need to be able to push this across manually to Xero blue without requesting it from an administrator.

    17 votes

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  3. Via the XeroAPI, assign a project to a line item on an invoice.

    Looking in both the invoices, and projects APIs I can not see how to do the assigning.

    Also, If i assign the project from with in the Xero website, and GET either the invoice or the project, neither response seems to have the assignment.

    First raised by Chris Chase on the community archive: community-forum-archive/discussion/118540025

    1 vote

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    0 comments  ·  Admin →
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  4. When working on Shareholder Current Accounts - How can we make 'Shareholder' retain the new titles we give them eg Shareholder 1 - J Bloggs Shareholder 2 -T Bloggs each year we open up a new workpaper we have to key in the titles all over again. We use the 'Trial Balance - Edit' There may be a place we can go to to make the titles retain and would love to know how. If not perhaps something your team could work on.

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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  5. User & Approval - Having a user that can upload documents & code them. Save the changes but not publish to Xero. Bookkeeper can then check the coding is correct before publishing to Xero or having a approval process where the document is sent to be approved before publishing to Xero, and this would work for purchase orders, invoices & receipts

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  6. I love the function of being able to import data from a Xero file/ledger directly into a Xero tax.

    However, it seems that you can only import date to 30 June. It doesn't appear to be able to import for a substituted accounting period.

    It would be helpful to be able to select the period to import.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  7. We need a Trust Estimate to be included in Trust tax returns for ALL types of trusts. Xero recently added a trust estimate but it is for Deceased Estates Less Than 3 years only. This is not useful. This type of trust is a very small percentage of the trusts that our firm has.
    We need the estimate to be able to calculate -
    - Deceased Estates More Than 3 Years
    - Discretionary Trusts where there are Foreign Beneficiaries
    - Discretionary Trusts where there Minor Beneficiaries
    - Discretionary Trusts where there is no beneficiary presently entitled

    5 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  8. The ability to sort Activity Statement "Transactions by Rate" report by 'account code'. This makes the detailed report much easier to review and pick up mistakes. MYOB has always had this function and it is a good time saver. Much easier to look through the report

    3 votes

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  9. Add Last Items on Hubdoc invoices - lines to be populated in the same order as the previous one. And/or enable the function to rearrange the line items on a multiple line invoice in Hubdoc (like you can in Xero).

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  10. When I look at transactions posted to a N/L code, I just want to see everything and then decide how to filter it there or in Excel etc.

    We don't need the extra steps of breaking down the data into 000's as that is annoying and takes a little more time for the extra clicks.

    1 vote

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    0 comments  ·  Admin →
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  11. In Find and Recode allow Advisor only to tick the range of items to show ... 1,000 or 5,000 etc. 200 only is a pain.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  12. It would be a really useful to be able to attach files to a bank account within Xero, much as you can to a contact or transaction.

    The use cases for this could be:
    When a disorganised client send bank statements in as attachments for irregular payments it would be very handy to be able to store those attached to the account in Xero; as close to where I would want to use them as possible.

    There are supporting documents that relate to an account as a whole - such as an accruals or prepayment schedule that would be great…

    1 vote

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    0 comments  ·  Admin →
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  13. There needs to be way to bulk import client disbursements in XPM. For example, Xero subscription fees.

    1 vote

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  14. It would be time saving and convenient if we could add a Tax Agents signature on tax returns before printing and/or sending out to clients.

    Is this something that can be done?

    2 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  15. It would be useful if in the Tax Statements reporting data set, we could also see GST statement data (currently only Income Tax and SLS show) so that we can check for unpaid GST balances.

    3 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  16. Create ability to set the Postal Address the same as Physical Address without having to enter twice.

    2 votes

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  17. In XPM the client access options under staff permissions includes View, Edit, Create and Delete. Please also add Archive as an option.

    2 votes

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  18. Send quotes and invoices via WhatsApp.

    1 vote

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    1 comment  ·  Admin →
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  19. In the last week the ability to add multiple tasks to new employees has been taken away, you can still add all jobs but without the ability to add all tasks or some as well that feature is now useless.

    please can you tell me why this has been removed and bring it back asap. I have staff unable to complete time sheets at the moment.

    2 votes

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  20. People who enter invoices and bills but can't access banks should be able to have permission to see AR and AP reports even if they are not permitted to see other reports

    1 vote

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