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  1. I would like to place feedback around user settings, The user permissions are limiting and weird ones seem to go together. Currently all staff can see everyone's timesheets, we we're advised to remove the financial setting under financial privilege's to remove staff access to timesheets, in doing so staff could no longer see budgets on jobs, therefore we had to give all users back that permission, in effect allowing all staff access to everyone's timesheets it just doesn't make sense.

    It would be really handy if we could assign a user group to a staff member instead of having to…

    15 votes

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  2. There are quite a few filters on Hubdoc, but there isn't one to filter by the user that uploaded the document, we have quite a few employees that upload and process documents in Hubdoc, but they keep having to go through all the documents uploaded by other users to process their documents.

    We would like a filter that allows you to filter by user.

    15 votes

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    5 comments  ·  Hubdoc  ·  Admin →
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  3. It would be useful to have two dates for recurring jobs - one on which the recurring job is generated and a second date for when the work is to be started. We like to have all of our annual jobs generate on 1 April so we can easily see what work is outstanding for the year, received or not, but we obviously can't start everything in April. The planning aspects of XPM would be more useful if we could set the jobs to generate on 1 April then input a start date of when we are likely to start…

    15 votes

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  4. We use client codes for all our clients. There is an option to input this into the client record, but it would be good to be able to see that on the screen and sort by it, rather than just alphabetical list of clients.

    15 votes

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     ·  5 comments  ·  Xero HQ  ·  Admin →
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  5. Bulk edit milestones
    I am trying to utilise the Important Dates page in the Job Manager and there is older jobs that are clogging up the page with overdue milestones that no longer apply. How to I remove all of these in a bulk process? There is over 3000 milestones that need to be removed. Currently support has told me there is no way of doing this apart from deleting each milestone on each job one by one.

    15 votes

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  6. When we send out an Activity Statement, a tax return, an fbt return, etc... is it possible to CC another contact? (one that isn't required to e-sign but is required to see the return and payment information and just be kept in the loop in general)

    15 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  7. Currently when copying a job then the costs and milestones are automatically copied as well. It would be great to be given the option to copy these or not. Most of the time we do not want to copy these specifically the costs

    15 votes

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  8. There needs to be functionality to have multiple trusts or superfunds with the same name i.e. Smith Family Trust or Brown Family Superannuation Fund, as ATO does no require these to be unique, without causing issue with invoices in Blue Xero or having to change the name in XPM to differentiate and have to change the name again each time you lodge. Same name trusts and superfunds is not uncommon.

    14 votes

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  9. Have a chart of accounts to be able to use for SMSF's

    14 votes

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     ·  6 comments  ·  Xero HQ  ·  Admin →
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  10. A number of our clients simply use hubdoc as a filing system as publishing to Xero is not as simple as they would like.
    So we maintain their Hubdoc accounts, we update the document type and archive. It would savea huge amount of time if we could bulk edit and bulk archive rather than having to do this one document at a time.

    14 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  11. I'm looking for a report that shows me job workflow state changes. I'm sure XPM stores this data, but doesn't seem to report on it anywhere.

    Essentially, I'd like (for jobs that meet some search criteria, creation date or job name or whatever else):

    State changed date
    State changed from
    State changed to
    State changed by user

    This is effectively an audit trail on the progress of a job (or ideally, multiple jobs). The fact this can't currently be done (unless Xero Support has pointed me wrong, in which case please do correct me!) is mind blowing!

    14 votes

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  12. I really would like to see an easy way for asking clients to approve VAT returns, rather than downloading the returns and emailing clients.

    14 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  13. A 'Date Added' field would be great, to show when a client was entered into an XPM account.

    It would also be good to add this as a client report criteria, so you can filter dates.

    14 votes

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  14. The Client Type field is for segmentation of clients, but it isn't able to have data imported into it. Please change this so that we can import client segment data into the Client Type field.

    14 votes

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  15. Could we have the option to send out accounts and tax returns without a date on them, so that when the client signs them via E-sign options, the date can be updated to reflect the date they signed?

    We have been embracing Xero Tax for all our company accounts and tax returns this year, to really identify what still needs to be addressed and provide that feedback before we abandon our existing software.

    14 votes

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    4 comments  ·  Xero Tax  ·  Admin →
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  16. Ability to edit review point, internal query and client query responses.

    Currently once you click reply to an Internal Query or review point or client query in workpapers there is no option to edit. This is frustrating if you make a spelling error or accidentally respond to the wrong query. It would be great to have the ability to be able to edit these responses if necessary.

    14 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  17. Change default pay item for ordinary hours to be reportable at W1.
    Currently, the ordinary hours pay item is not ticked for 'reportable as W1 on Activity Statement'
    Clients doing their own payroll or brand new Xero account setup may overlook this and all figures populated for BAS/IAS will be incorrect.

    14 votes

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  18. Please can foreign currency be OPTIONAL and turned off?

    Foreign currency has been added our file in error via an invoice from Hubdoc that was uploaded as USD. It has since been corrected to AUD and there are no foreign currency transactions in the ledger.
    BUT - all reports annoyingly come up with all the 'source' columns. We don't want this to accidentally happen again when we are getting invoices from offshore software providers etc.
    We ONLY report in AUD.

    14 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  19. Search functionality for custom fields, i.e. custom field: Trading Name can be searched via XPM search function.

    14 votes

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  20. Prefill contact name of partner or manager to the Tax return cover page.

    Purpose: To help with changeover of managers of clients and when there is staff turnover or promotions of staff.

    As currently goes it rolls over from the prior year return and a change in staff or manager require it to be changed manually. Having the contact name prefill from the client details page when the update of a new manager is allocated to the client. This can be set to be either the partner or manager through a check box stating which name to prefill.

    Also even…

    14 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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