1458 results found
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Workpapers - Rearrange support documents in workpaper
Support documents uploaded to a workpaper are listed at the bottom of a workpaper in the order they are uploaded in, it would be a handy feature to be able to reorganise uploaded documents as needed for ease of review and keeping items in say account or alphabetical order.
77 votes -
Xero BAS - Finalise BAS in a Xero file connected to the ATO, without submitting to the ATO
Problem: Xero connected to the ATO for activity statements. Client prepares monthly IAS (PAYGW only), Adviser prepares quarterly BAS (GST and one month's PAYGW). Adviser has to disconnect from ATO to finalise BAS in Xero and import into Xero Tax (to be able to send to the client for electronic signing and then making lodgement to the ATO).
Solution: make it possible to finalise the AS in Blue Xero without disconnecting from the ATO, allowing Client to continue submitting IAS to ATO from within Xero and Adviser to import into Xero Tax to send for e-signing and lodgement.
3 votes -
Hubdoc - Default to REVIEW for Docs
Under the Doc window on the left, default setting should be REVIEW after you logon, as most Uses are not interested in items that have already been processed.
11 votes -
Hubdoc - Extract tax amount from the invoice
Extract tax amount from the invoice. This is required for compliance with VAT amount recorded in accounts must match what is on the invoice
Extracted Amount requires a manual entry of VAT amount. This is misleading as "extracted" suggests the amount has been extracted from the invoice.
20% on expenses option calculates from the NET AMOUNT or backwards from the GROSS AMOUNT, this is incorrect as the may not match VAT amount on invoice specifically where there are non or zero vat amounts
8 votes -
Xero HQ | Client Set Up - SIC Codes
I would like if when setting up clients. Under the "Business" tab, instead of industry being so limited, for it to replicate Companies House & use the SIC codes.
4 votes -
Practice Manager - Automatic time tracking by client
Xero to automatically log the time you spend in each client and summarise monthly/ average 12 monthly.
No stop/start. 10 minute auto logout.
Advantages: no additional work for the user
Disadvantages: not an exact science.5 votes -
Xero Workpapers - Order of Workpaper packs should be most recent FY first
When looking at a list of Workpaper Packs (especially archived packs), the order should be most recent first, not oldest first.
10 votes -
Xero HQ | Document portal (without e-sign)
Ability to send a document to a client through Xero portal, without requiring a signature. I use the Document Packs to send tax returns and financials to clients. It would be good to be able to use this function to send packs to clients that don't need a signature.
For example: securely sending a notice of assessment to a client through xero, or sending copies of tax returns to clients that have already signed them in person.
48 votes -
Practice Manager | Single Place to enter Time (Ad hoc or job)
Suggestion to have the ability to enter 'Ad Hoc' time in the same place you enter time for jobs - i.e. in the Timesheets screen, rather than going through the 'Global Search' screen.
You would select a client first, then select Ad Hoc Time or a job (if an active one exists).
Also, when selecting a client, it would also be handy to be able to start typing a few letters from anywhere within the client name, rather than having to type the first letter or scroll down using the picklist.
5 votes -
Hubdoc - Allow files exceeding 3MB to be transferred to Xero
Allow files exceeding 3MB to be transferred to Xero. Currently, it just shows the link to the file in Hubdoc.
7 votes -
Provide a function to mark clients as favourites
Can you take the option of making reports favourites by marking them with a star and allow us to do the same with orgs so that a Client Manager can favourite the clients in their portfolio rather than having to search for their clients among the clients of the whole practice?
19 votes -
Xero HQ - Alerts for unfiled GST returns
There used to be a tab where we could check which of our clients hadn't filed their GST returns on time, this has been removed, can you please bring it back as we now have no way of checking if we or our clients have missed filing a return.
11 votes -
Xero HQ - Client Groups Reporting
I use 'client groups' extensively in HQ. I need to see which clients are not in a group at all, and which ones are in more than one group, but this is not possible. Please allow us to report on which groups each client is in.
23 votesHi community, just jumping in here to share that we have recently made an improvement to the groups feature in Xero HQ 🎉
Within a Client record, you can now see what groups they belong to, and add or remove them - check out this article for more information. Please note, this is not available as a report, but is available on a client by client basis.While the team have been really busy working on the single client record, they also hope to introduce a Groups list and group details (similar to what is currently available in XPM) to increase the ability to manage Groups within HQ. We’ll be sure to return & update you here when that’s available.
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User Roles: Workpapers - Ability to give 'read only' access
We have staff accountants who work in teams. Ideally, we want them to have the "Manager Role" but when that is the case they can only see Workpapers they have created.
We would prefer to have the option to give staff with "Manager Role" the ability to see and edit all Practice current and/or archived workpapers.
The alternative is to give them a Partner Role which has a lot of other access we don't really want them to have (ie restore/delete, etc).
18 votes -
Tax Workpaper - Imputation credit for "tax provision per P&L"
Hi there,
Is there any way you could please add the the balance entered into imputation credits in the "tax provision per P&L" section of Workpaper to flow through to the "Balance sheet income tax reconciliation"
25 votes -
Xero HQ | Import "Practice Clients"
I have 100 clients (mainly 1040) and they are not in XERO. I would like to import them so that I can utilize XERO ASK feature to obtain documents / answers for Tax Prep at year end.
5 votes -
Hubdoc - Detect Receipt Edges
Can we have hubdoc detect receipt edges like the Xero Expense app, so we don't have to see the client's coffee table, bed, duvet, laptop, lap, the list goes on
28 votes -
Hubdoc - Search function or the ability to sort documents within Hubdoc
Search function or the ability to sort through documents in Hubdoc by supplier or amount etc
23 votes -
Practice Manager | Jobs - Bulk Reallocate Staff in Recurring Jobs
Recurring jobs allow for staff allocation. When you need to amend these reallocations they have to be done one by one. We would like to be able to make these bulk as they can be in live Jobs.
35 votes -
Practice Manager - Add Relationship type
It would be fantastic if we could add another Relationship type in XPM, namely 'Unitholder' so we could link the unitholders and their holdings with the Unit Trust.
73 votesThanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
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