1249 results found
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Reports: Edit header spacing on reports longer than one page
Currently when a report within a report template is longer than one page (Notes report for example), on the second and following pages there is a large gap/white space at the top of the exported PDF report.
Would like the ability to reduce the amount of white space at the top of these pages.3 votes -
Hubdoc - Include email header details (From, To, Subject, Date) in the Hubdoc document
When an email is forwarded to Hubdoc, only the body of the email is captured (if you have that option ticked in the settings). We need the full email sent to Hubdoc captured in the document created by Hubdoc, ie please include the email fields FROM, TO, SUBJECT, DATE as well as the body of the email, ie the full email that was sent to Hubdoc. Often we have to reply to the email that has been sent and we only have access to the version sent to Hubdoc as the original email is often sent to the clients email…
2 votes -
XPM - Importing costs which are marked non - billable
Hi it would be good if we could import some costs into XPM which are marked as Not billable (eg xero costs) so when doing the invoicing we don't have to untick all the boxes.
1 vote -
AU Tax - Loan accounts to appear in Liabilities when imported
see
CX0014715231.When Importing from blue Xero to green xero - populating the tax return with data prepared on blue xero, the loan accounts with bank feed always appear in ASSETS section and no matter how many times we import that figure in the liability section, it appears as negative and thus unable to lodge
1 vote -
XPM Email body
It would be great to be able to create templates emails for sending stuff from XPM. Currently you can only include a standard signiture.
1 vote -
private
XPM - Mark Jobs and Recurring Jobs as Private so that only the owner/assigned staff see them
1 vote -
XPM - Turn a job into a recurring job
Have the capability to transform a newly established task into a repeating job, as well as revise a recurring task to reflect modifications made to a job generated from the recurring assignment.
3 votes -
Attach Documents and Notes to Recurring Jobs In XPM
It would be great to be able to attach document and notes t Recurring jobs in XPM
1 vote -
AU Tax | Cover letter - Add Title placeholder
Need a placeholder for title (Mr/Ms etc) for cover letters. It should be an easy implementation, as tax returns should already have that as a label. We need it for the address section of the cover letter.
6 votes -
List of Things to do for a Client file
I suggest being able to create a list of things to do that can't be completed immediately. For eg include an amount of RFBA before finalising STP for the year or check a general ledger entry next week. This list could pop up when the client file is opened.
1 vote -
time stamp
It would be good if Hubdoc created a short cut key (e.g CTRL + D) which allowed you to enter in a timestamp. This would be really helpful in the notes section when multiple people are leaving notes on a document
1 vote -
ATO Post Billpay & PRN
See CX0014786193 and
CX00141959901/ For ACTIVITY STATEMENTS - xero already retrieves the bpay details. Can Xero retrieve the Auspost billpay details, and ATO PRN details for credit card payment too to be printed/esign emailed when generating the Activity statement?
2/ For Income tax returns - for entities that have a payable result, can Xero retrieve the bpay, post billpay, and PRN details that can be printed/esign emailed along with the tax return?
3/ and for ITR, can Xero retrieve the bpay, post billpay, and PRN details so that it can be sent along with the OoA email/print out?
1 vote -
e-invoicing - LHDN Malaysia
Starting from July 2024 Malaysia government implement e-invoicing. It would be grateful if Xero could integrate with LHDN. It will save lots of hustle and time to upload the invoices into the portal. Hope this can be done before the implementation begins.
31 votes -
XPM ATO Online Services - Income Tax Client Report - schedule this to automatically run
We leverage the Income Tax Client Report within XPM, and report on lodgements leveraging this data. It would be great if there was the ability to schedule the Tax Agent Request to the ATO for refreshed data - e.g. once per week, so that the reporting we have is automatically refreshed periodically and this doesn't rely on a person refreshing the data manually.
1 vote -
Access to timesheets for managers in XPM
We need to improve permissions on XPM, I want to provide permission to my managers to their staff members timesheets. The only way I can do this is to give them access is by giving them Access Financial data which really is too high for what we require.
Only other way is to provide them with a report weekly...2 votes -
Conversion balances
It does not allow loading accounts including “categories”.
1 vote -
1099 Report
The report does not total amounts of “excluded transactions” from the report of less than $600 transactions
1 vote -
Hubdoc Accountant Invoices Do Not Contain All Accounts
The invoices provided in our Hubdoc account do not contain all accounts for all clients on our console as some are included with a Xero subscription and/or comped. Would it be possible to have them included on the invoice at a $0 cost?
1 vote -
foreign currency budget
It would be useful to be able to have a foreign currency budget and then be able to report against the P&L in the same foreign currency.
1 vote -
Trust distribution income in Company tax returns - attached franking credits to flow through to tax offsets section
Currently there is no option to create a worksheet behind the trust distribution income at 6E, when completing company tax returns with a trust distribution income (eg from investments). You need to enter the gross distribution at 6E and record attached franking credits separately in the calculation statement at 'Refundable tax offsets'. It creates confusion for some of the junior staff as they can easily put this amount at 7J as franking credits which isn't correct.
2 votes
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