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1450 results found

  1. Singapore Tax - Create a GST F5 for foreign currency ledger. It is now a pain to do GST reporting for a USD reporting company.

    13 votes

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    7 comments  ·  Xero Tax  ·  Admin →
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    Thanks for sharing and supporting in this idea, everyone. Right now, developing GST F5 for foreign currency in Singapore isn't in our roadmap.

    Currently, Singapore organisations can access the GST Audit report that shows the base currency, FX value and Singapore dollar value information you’ll need to meet IRAS requirements.

    You can also use the Foreign Currency Gains and Losses report to show the gains and losses needed for IRAS reporting.

    We'll continue to get a sense of the interest in this idea, and if there are any changes will share news with you here.

  2. Be able to edit sent document packs.

    Purpose: for when clients ask you to send the pack to a different email address or you want to rename the document pack, or add another document.

    119 votes

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    42 comments  ·  Xero HQ  ·  Admin →
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    Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;

    1. ability to change the email address/contact of a sent pack
    2. ability to add additional documents to a sent pack, and
    3. the ability to edit metadata of a sent pack

    For the first, we'd like to better understand what is driving the need to change the email address?  is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?

    Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?

    Lastly, it'd be good to get more substance of how the ability to rename a pack…

  3. Document Packs when resent do not update the "History" in Xero Tax. This means that the most recent reminder in Xero Tax can actually be much more older than that from the Xero Document Pack

    Would be good to see the history in Xero tax use the dates from the reminders sent in the document pack instead of having to leave Xero tax to find out.

    18 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  4. Extract not only basic information like dates, names, etc., but also line items for less manual entry or having to find outside apps to do it.

    217 votes

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    17 comments  ·  Hubdoc  ·  Admin →
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    Thanks so much for jumping in and sharing your thoughts on this, community. We really appreciate you taking the time to explain how improvements to Hubdoc's data extraction would help you.

    We see how extracting more detail could help cut down manual data entry, and it's worth highlighting that since this idea was started we've added a few enhancements that may have solved the needs for some in this idea;

    • Upload in Bills - you can now drag & drop or upload bills directly to your Xero organisation which could save you an extra step not having to publish 
    • Credit note detection - Hubdoc can now detect when publishing a Credit Note and will get you to review the document
    • Improved the accuracy of the supplier 

    Front-footing here we want to let you know that we don't have further developments planned for extracting more line item details within Hubdoc. If…

  5. Following on from advice from IRD. Is this something that is easy enough to create?

    See email from IRD.....

    We are getting a number of customers to our Front of house (reception) who require a printed barcode to make their payment at Westpac. As you might expect, many of these customers are elderly and it has been some effort for them to go to Westpac only to find they need a barcode to pay so they come to see us… before heading back to Westpac with their printed barcode.

    Most have, in the hot little old hands, a lovely letter…

    23 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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    Appreciate the meaning behind this idea to you all. 

    This is something we'd like to continue to track on the site here, however to upfront in order to generate the barcode there's work that'd need to be done on IRD's end to enable this. 

    We've reached out to engage them on this, but there is no immediate plans from our end, at this time. 

  6. Have the GST from workpapers such as Entertainment and Home Office automatically populate the GST workpaper

    40 votes

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

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

    28 votes

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     ·  9 comments  ·  Hubdoc  ·  Admin →
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  9. 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.

    17 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  10. To be able to group all related entities together into one sub-folder.

    Purpose: Ease of use and navigation when working with Workpapers

    35 votes

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

    51 votes

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     ·  8 comments  ·  Hubdoc  ·  Admin →
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  12. To allow users to type the date in XPM.

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

    28 votes

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  13. 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.

    23 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  14. 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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  15. Users can check which suppliers are on autosync quickly.

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

    20 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  16. 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.

    47 votes

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  17. 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.

    14 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  18. 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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  19. 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.

    19 votes

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    4 comments  ·  Xero Tax  ·  Admin →
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    Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how important proactive notifications could be for managing tax returns efficiently. We've moved this to Gaining Support, which means the community team have reviewed the idea and it's now open for community support through votes and comments. This is a great opportunity for others to add their voice and share how this could help their workflow. Keep the feedback coming!

  20. 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.

    38 votes

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     ·  9 comments  ·  Xero Tax  ·  Admin →
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