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For accountants & bookkeepers

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1364 results found

  1. As an accountant I use a trial balance for every file I open.
    Can the trial balance be set as a standard report/ automatically added to favourites in the accounting option or each user be able to chose a standard group of favourite reports for all clients - Pain having to go into each new file i access and add to my favourites.

    28 votes

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     ·  5 comments  ·  Admin →
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  2. The ability to look up client by entering their client code. Currently we have to go to groups and find the client belonging to the group. Our admin system is based on client codes and it would make it easier having the client code look up option.

    28 votes

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  3. Hopefully there will be an editable field / automatic tick box in the Cover Letter for the Tax Returns where the Trustee for the Trust is a Company (Corporate Trustee) where we can put the name/s of the client in the Salutation and not the Corporate Trustee. Our tax returns would show "Dear Company Name" which sounds / looks wrong instead of "Dear Individual Name"

    28 votes

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  4. NZ: To be able to link the demo company to Hubdoc - for demo to clients, to show the process from mobile upload to coding in Hubdoc, through to Xero and also for training of practice staff

    28 votes

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    7 comments  ·  Hubdoc  ·  Admin →
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  5. Would love to be able to re-arrange line items in Tax Returns as we have everything listed in alphabetical order. In HandiSoft, we could click and drag lines.

    Example situation:

    Shares in 2020
    BOQ
    CBA
    WBC

    Shares in 2021
    ANZ
    BOQ
    CBA
    WBC

    To add in ANZ, we need to delete BOQ, CBA and WBC, add in ANZ and then re-add BOQ, CBA and WBC. Very time consuming if there are multiple lines to add.

    28 votes

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     ·  5 comments  ·  Xero Tax  ·  Admin →
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  6. 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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  7. Would be good to have an "Allocate" command button so income, deductions, tax credits are split automatically as per the percentage for each individual in a trust, partnership and LTC company. It is time consuming when there are multiple individuals and varying percentage splits.

    27 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    We're grateful for your engagement and letting us know the changes that matter to you.


    We've reviewed your idea to add an auto allocation button and it can now gain support from other community members.


    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  8. Could you make the app more user-friendly by reducing the need to log in every time or Ideally, Face ID should be an option for quick access.

    Also, when we receive invoices from Xero, could they be sent as PDF attachments rather than just links? This would make it easier to forward them to Hubdocs via email. Thanks!

    27 votes

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     ·  11 comments  ·  Hubdoc  ·  Admin →
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  9. Ability to add multiple email addresses for tax payment letters.
    This would be great if looked into very soon.
    We have been manually entering additional email addresses which is a bit of a worry if a character is misspelt.
    When copy and paste is used the changes get made to all clients and is a real disaster.

    27 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  10. We now have a single client record with HQ & XPM but it still does not pull through the client partner & manager from XPM and allow us to filter this way.

    We would find this feature very helpful when bulk updating client access for our team members when they start or depart.

    We also need to be able to export reports from HQ on the filters we apply. Currently even if a filter is applied the export includes all clients and columns and not what is in the filter display.

    27 votes

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     ·  12 comments  ·  Xero HQ  ·  Admin →
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  11. Remove a currecy added in error and never used, which makes reports more complicated than need be (Source AND GBP in every Transaction report, implying we are multicurrency when we never have been)

    27 votes

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  12. 1.Hubdoc can become very slow and mostly crashes when inputting the contact in the destination section.

    1. Hubdoc also slows when you use 'extracted tax rate' and 'generate line items' the box that comes up to input the data takes a while and then trying to scroll on the document with this box Infront it takes a while too

    2. I find that the when i generate line items I need to manually amend the tax rate on each line as its over calculated it by a few pennies and i am unable to do this

    27 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. When using Xero Workpapers, it imports the figures across from the Xero client file without decimals. Therefore, when I'm comparing these figures in Workpapers to client reports and bank statements these are often slightly out.

    Can you please update Workpapers so that there is an option to show decimal places?

    27 votes

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     ·  4 comments  ·  Workpapers  ·  Admin →
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  14. No option to select 'File MTD VAT Return' in bulk for clients when setting up a new staff member in Xero HQ. After assigning the clients in bulk for a new staff member you have to then go into each client individually to give this permission.

    27 votes

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     ·  6 comments  ·  Xero HQ  ·  Admin →
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  15. Currently we are only able delete Client Groups in XPM. That means there are 'inactive' groups when the clients move on making it harder to see how many Groups you are actually working with.

    It would be great to be able to Archive instead. This would keep the Group Count 'clean' and you can still report on Groups

    27 votes

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  16. The Ability to Apportion the "Motor Vehicle Schedule" to different item labels in the tax return. It would be really handy if we have that option.

    27 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  17. Ability to file individual auto assessments following Request for More Information from IRD.

    27 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  18. The option to have a draft automatically created when a recurring job is generated. Such as for GST and AIM.
    It would be very helpful by saving time and assist us in making sure they are all filed.

    27 votes

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  19. Would it be possible to integrate a feature where the workpapers notify the user that there may be Xero accounts that have balances in the relevant year that have not pulled through to any of the workpapers being used (say for example because the report codes mapping for a new account has not been set up properly)?

    27 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  20. Have a workpaper for motor vehicle private use adjustments with calculators for FBT, logbook, and mileage reimbursement. Be able to have more than one like the home office workpaper does. And have this roll forward like the home office one does so that you can see the method used by the client and the FBT/logbook values etc.

    27 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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