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For accountants & bookkeepers

For accountants & bookkeepers

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1287 results found

  1. Allow a practice-wide setting to default postal address to client's postal address/main address, rather than agent address. Same applies to phone number and e-mail address.

    I'll admit I'm brand new to Xero Tax, but the returns I have created so far default to Agent Postal Address, whereas all of my returns always use client postal address. Instead of having to toggle/switch this for every return (and in due course no doubt missing one at some point), it would be great to have a practice wide setting. "On Tax Return forms, postal address should default to [client address]/[agent address]".

    Similarly, my…

    57 votes

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     ·  11 comments  ·  Xero Tax  ·  Admin →
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  2. Have the GST from workpapers such as Entertainment and Home Office automatically populate the GST workpaper

    36 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  3. Be able to mark client as non-GST - either on just this workpaper or have it apply to a whole set of workpapers

    9 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  4. Making the tax exclusive options in Hubdoc showing in the Edit Document tab.

    Purpose: To avoid publishing the document with the wrong tax type.

    25 votes

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     ·  7 comments  ·  Hubdoc  ·  Admin →
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  5. Ability to export Xero Tax in CSV format.

    Purpose: Users can easily export CSV format for their Xero Tax without having to convert somewhere else.

    11 votes

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  6. Ability to reduce the steps of amending BAS by removing the form type and auto generate on completion of the statement.

    Purpose: To save users time when they’re amending their BAS.

    5 votes

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  7. To be able to group all related entities together into one sub-folder.

    Purpose: Ease of use and navigation when working with Workpapers

    32 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  8. Ability to set a lock period in Hubdoc, to stop data being entered for a specific period.

    44 votes

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     ·  7 comments  ·  Hubdoc  ·  Admin →
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  9. To allow users to type the date in XPM.

    Purpose: Because it is easier to type the date instead of the date picker.

    23 votes

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  10. Users can scan their invoices via mobile app when they don’t have an internet connection.

    Purpose: To make sure that the invoices/documents didn’t get lost in the Hubdoc app when the internet connection is intermittent.

    20 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  11. Ability to search or order and select documents based on the transactions date

    Purpose: Efficiency in downloading documents in bulk.

    14 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  12. Users can check which suppliers are on autosync quickly.

    Purpose: To save time from having to click multiple pages.

    19 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  13. Able to create recurring tasks from an existing task.

    Purpose: It’s easier to just create a recurring job from an existing job, rather than creating a new job.

    35 votes

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  14. To make users able to search account name & code within the supplier configure rules setting.

    Purpose: To make users easier to search account name and code when they’re dealing with larger charts of account lists.

    10 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  15. Ability to move negative comparatives into a different lead schedule.

    Purpose: To make the lead schedules consistent with the layout of the accounts.

    6 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  16. Ability to have alert when action is required for a tax return

    Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.

    17 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  17. To have a column in the return screen that shows the detail of the tax return (e.g. estimated tax payable / refundable and / or the Taxable Income amount).

    Purpose: To make the accountant easily review the tax summary returned.

    22 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  18. Ability to publish documents from Hubdoc into Xero Projects directly.

    Purpose: To make users’ easily publish the document and assign it to Xero Project.

    161 votes

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     ·  62 comments  ·  Hubdoc  ·  Admin →
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  19. Ability to merge documents in Hubdoc.

    Purpose: To easily combine separated pages of a document into one.

    151 votes

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    17 comments  ·  Hubdoc  ·  Admin →
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    Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented. 


    That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow. 


    For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.

  20. Upload multiple page documents as one through Hubdoc mobile app.

    Purpose: Ease of use - Upload multiple pages using one device without having to send and upload through desktop.

    126 votes

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     ·  17 comments  ·  Hubdoc  ·  Admin →
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