1356 results found
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Hubdoc - Extract description
Once the file is uploaded to Hubdoc, it effectively becomes a JPEG once at the review screen, this means you can not copy paste or grab contents from within the document and you will have to either open up the PDF on a separate screen or edit it within Xero.
It would be great if the description could also be extracted - OR allow the document to be copied/stay a PDF to be able to copy. This will reduce human errors when entering data. Thank you.
31 votes -
Xero Tax (UK) | Statements for Community Benefit Society Company
To make unaudited financial statements for Community Benefit Society Companies. Although Ltd, it has a unique company registration number, the accounts are submitted via the mutual register. The reporting format is slightly different. It includes, Management Committee Report, Independent Accountant Report and Notes to Financial Statements.
2 votes -
Xero HQ | Report Templates - Increase number of Director & Partner fields
Currently there is only the ability to enter 4 Directors names into the Report fields in 'Advanced accounting › Report fields and schedules'
So when we run the advisor reports, on the Director Declaration's page we have to manually type in the extra directors.
Can you increase the fields for more than 4 directors and even more than 4 partners.12 votesThanks for engaging and sharing the idea here - Having a deeper read to interpret, there's the ability to add more client report fields that can be included in your report templates yourself (such as Director 5, Director 6 etc) - See detail in our help here.
A couple of pointers to note, are;
- ensure you have the Edit report templates permission, then
- add the new client report fields at Xero HQ level first; this'll make them available to add in your Report templates. Then, add the names of the directors at the client level.
We hope this helps you overcome the idea here, let us know if this doesn't quite accomplish what you're asking.
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Bank Accounts - Include bank accounts with COA import
Enable a Bank account to be created when the Chart of Accounts we have created in HQ is imported. Currently, this is not possible. All Bank accounts in the COA need to be changed to Current Assets, and then in the newly created Xero Blue organisation file, the "Bank" accounts have to be deleted and created again! Very annoying. The overall process is great, but this is annoying. We have many bank accounts in our various standard chart of accounts. I want to include the bank accounts so that my staff know the account numbers to use when they set…
4 votes -
Xero HQ | Permissions - Bulk change staff permissions
It would be great if there was an option to change staff permissions in bulk. So if there was a practice employee for example who now needed Payroll Admin access for 20 clients, it could be done in a few clicks as opposed to changing it for each of those 20 clients.
29 votes -
XPM - Set custom fields to show for specific client types
The ability to have certain custom fields show up for specific client types.
For example a "Rental Property" custom field only showing up on the "Individual" clients. Currently this would show up on all clients.
Given that so many different reports can be created from the custom fields, it would be extremely helpful to have only the relevant fields displayed on the relevant client type/structure.
1 vote -
Xero Tax (UK) | Produce accounts for registered societies
XeroTax currently cannot produce accounts where the company has a IP registered number. It would appear that the only change needed to do these accounts is to recognise the different registered number format.
4 votes -
Hubdoc - Sync line item edits to update document in Xero
Editing line item function to be added in Hubdoc, so that it can be sync in XERO.
4 votes -
AU Tax - Manually Adjust Tax Estimates
Ability to put in manual tax estimate adjustments, such as prior liabilities on tax accounts so clients can see total owed. It can show estimate for return, then show the adjustments.
Also ability to adjust for amended returns to show the actual amount refunded or owing after amendment calculations.11 votes -
Workpapers - Ability to copy a pack
As some workpapers do not change from period to period and would keep the account breakdown of accounts
8 votes -
Hubdoc - Use 4 decimal places for Quantity & Price rounding
2 decimal places in Hubdoc is not enough. It must match Xero's 4 decimal places.
I have had to stop recommending Hubdoc to businesses that use item/inventory functions in Xero. Many businesses buy and sell products to the 4th decimal place. When you are dealing with large numbers 2 decimal places are significant. Users have become frustrated with having to do rounding line items and other fixes just to ensure the correct total price/quantity is captured in Xero.
22 votes -
Practice Manager | Search - Client code, email address, TFN and mobile number
The ability to be able to search for client code, email address, TFN and mobile number in the global search.
you are able to search for a phone number but the search doesn't include the contact phone numbers18 votesHi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
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Bank Reconciliation - Indicator of Unreconciled Items in Drop-down Menu
When completing Bank Reconciliations (especially for those customers with 5+ bank accounts) it would be useful to see an indicator of Unreconciled Items in the drop-down list at the top left corner of the screen. This could either be the number of unreconciled items, or simply an asterisk to indicate there are items to be reconciled.
I often use this drop-down to switch between their most-used bank accounts, but if there was something to indicate which accounts still have unreconciled items, this would be immensely helpful and save a lot of time switching back to the main Bank Accounts screen…
7 votes -
XPM | Clients - Ability to exclude members of Non-Taxable Groups from Related Client Tax Returns
There is the option of adding Groups as a taxable group, however if the option is not selected client members of that group still pull through as related parties when adding a new return. The ability to use multiple Groups would be a great driver for "advisory" automations in 3rd party software if it didn't have that adverse outcome. Enhancement request - adding a tax return the related clients should only pull through members of the taxable group and exclude members of the "advisory" group.
9 votes -
AU Tax - Field to view Tax return status and whether started in tax report
This is to do with Custom Reports and should be little effort for a good result.
I note that after discussions with Xero the [Tax Return AU] Not Started Returns field is only available in the Client Returns report. It would be great to have [Tax Return AU] Not Started Returns in the Tax Return report area so you could generate a report on which returns have been started, in addition to the current status of the ones that have been started (ie Draft, Complete, Lodged) at the moment we can only see if a tax return has been created…
10 votes -
NZ Tax - Change a tax payment letter to nil
NZ Tax - Ability to change a tax payment letter to nil. This would be great if we could get the payment override box in the tax payments area to accept 0.00.
4 votes -
Hubdoc - Notification when documents are uploaded
When a client uploads receipts, bank statements or other items to Hubdoc via the app or sends them by email, it would be nice to be notified at the end of each day if something was added. The accounting program that our office uses emails general email when items are uploaded into our portal. This is to ensure nothing is missed or overlooked.
40 votes -
NZ Tax - Change date on provisional tax payment letters to send date
We noticed last provisional tax letters that we sent out to clients had the date the amounts were approved.
We usually approve before and e-mail/post letters closer to time.
Is there a way the date can be changed on the Provisional tax letter to the day its getting e-mailed to client?
5 votes -
Xero HQ - View Awaiting approval bills across multiple companies
When you have multiple companies using Xero and utilise the function to approve bills in Xero for audit tracking purposes you need a way to view the number of bills "Awaiting approval" in all of the companies in one place.
It is very time consuming to open each company individually in order to confirm that there are bills that need approval.
4 votes -
AU Tax - Affiliate scheme for non-BAS / tax agents
Ability to become an affiliate if not a BAS agent or tax agent.
I am a chartered accountant with a finance coaching and Virtual CFO company but I am not a BAS or tax agent. I use Xero, train clients on Xero and recommend Xero to all of my clients and would recommend there was an affiliate scheme without having to be a BAS or tax agent.3 votesHi Lucy, to make sure I understand your idea here. When you say an affiliate would that be an affiliate to make use of AU Tax as a product or more broadly the Partner Program that Xero has for Practice users ?
- Don't see your idea?