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1320 results found

  1. It would be great to show the lock dates from each client's Xero file in HQ. Visually, it would be very similar to the Year End column, and likely not enabled by default.

    This would allow Advisors to easily identify clients that don't have prior periods locked, and then go into those files and correct it. This would increase usage of this important data protection feature and reduce errors caused by inadvertent prior period adjustments.

    13 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  2. There should be the option to show the tax estimate (i.e.: calculation page) for companies on the front page of the tax return instead of being buried within the body of the report.

    For a lot of clients the first page is what they are really interested in (calculation of tax payble/refundable).

    Having the flexibility of being able to change page ordering within Xero Tax without having to do it manually would be helpful.

    13 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  3. Currently, there’s no functionality in Xero Practice Manager to edit job names in bulk. This would be an extremely useful function for us. For example, we have a large number of Client Services jobs which need updating and without a bulk update function we need to do this manually, job by job which takes far too long.

    13 votes

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    Hi team, we appreciate your input to product ideas. While we don't have plans for bulk update of Job names right now, I wanted to share some work we've recently released for other bulk actions.

    You can now update the Priority, State, Start date, Due date, Staff, Manager or Partner for multiple jobs at once. Select the jobs from the Job Manager page, click 'Bulk actions' and choose the action you'd like to make.

    We'll continue to track the interest for other bulk actions for jobs and share if there is any news for you, here. Thanks

  4. 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.

    13 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  5. 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.

    13 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  6. It would be great to be able to see the balance owing once the BAS is submitted....have a client in credit and had to log on to my OSFA portal to check the running balance to let them know whether they had to make a payment yet. Would be great to get this data into Xero tax somehow. Anything that avoids us having to use the ATO portal is a great move

    13 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  7. XPM has been updated recently (April 2025) and the update has removed the re-ordering of tasks function. We used the re-ordering function to put all tasks in chronological order e.g. monthly payroll tasks, VAT returns, year end accounts were all arranged in date order. Since the update all the re-ordering that we have completed on jobs have been changed and now all tasks are non-chronological and in a jumbled order. This is very frustrating. Please could Xero re-instate the ability to re-order tasks as required? These changes are a backwards step.

    12 votes

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  8. I had a validation error CMN.ATO.DISTBENTRT.000013 generated in an SMSF tax return.
    When I clicked on the validation error it took me to a specific trust income schedule (number 10 of 18), which had several fields highlighted. The error says that there must be a number in any of the fields A B D U and so on - this schedule met this condition.
    After much wasted time trying to re-enter fields, checking there were no blank spaces, deleting and re-entering all fields, deleting and re-entering the whole schedule, I contacted support.
    It turns out the error was actually generated…

    12 votes

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    3 comments  ·  Xero Tax  ·  Admin →
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  9. Increase functionality of Hubdoc App to be able to process (i.e. code) receipts in the same way you can on the Hubdoc website

    12 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  10. Allow users to add columns for Partner, Manager, Client Group, Xero file type and subscription owner.
    We have staff that work for a particular Partner's clients. It would be great to be able to filter the client list by all of the above information so that they can be easily identified for updating new staff permissions.

    12 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  11. have supplier inv reference picked up in hubdoc and posted through to xero so xero can show in supplier reconciliations . so supplier canrecognise our ledger . also avoid hours trying to cross refer supplier invoice reference queries to the associated hubdoc unless obvious by date

    12 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  12. I would like to do a bulk update of the supplier configurations in HubDoc to set the "Configure rules for Xero" to "off" so that we can begin our configurations from scratch. Doing it maunally for the number of suppliers we have is very time consuming so I would like to request assistance in making a bulk change.

    The automated help agrees it a good idea and suggested the following

    "To bulk update Hubdoc suppliers, you can follow these steps:
    1. On the Hubdoc dashboard, click the settings icon.
    2. In the Manage Accounts tab, select the Suppliers tab.
    3.…

    12 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. Allow mapping of tracking categories in Xero Tax.

    Xero Blue is better catered for tracking category use as opposed to subaccount creation, however, tracking categories from Xero Blue are unable to be mapped in Xero Tax. Therefore, manual entry is required to populate multiple schedules in Xero Tax.

    Example:
    • Client has two Rental Properties, therefore will have two Rental Schedules in the ITR
    • Income from both properties is mapped to a singular GL Account ‘Rental income’
    • The Income in Xero Blue file is segregated by tracking category option, e.g.
    o Tracking Category: Property
    o Category Options: Property…

    12 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  14. When preparing the client's financial statements it would be useful if we could upload the accounting partner's signature (e.g. as a JPEG or TIF) into the compilation report before the financials are published. We have to edit the signing section each year to update the date so it would be good & more efficient if we could upload the signature at the same time.

    It would then carry forward when the draft financials of the following year are prepared.

    At the moment, we have to PDF the financials and then edit them to insert the signature. This is done every…

    12 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  15. Hubdoc date format recognition is set at a global level, meaning when it processes invoices for US date formats, it can get it very wrong (e.g. 01-09-23 is interpreted as 9th Jan 2023 when it should in fact be 1st Sep 2023).

    This makes automating the process impossible and requires manual checking and adjustment of the date on all US date format documents before submitting to Xero. It can also lead to mistakes and significant additional time to rectify errors when reconciling.

    Please provide a means of either auto-recognising the date format (though I appreciate this is easier said than…

    12 votes

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    3 comments  ·  Hubdoc  ·  Admin →
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  16. It would be useful if in the Tax Statements reporting data set, we could also see GST statement data (currently only Income Tax and SLS show) so that we can check for unpaid GST balances.

    12 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  17. Add default setting on managed fund capital gains distribution worksheet to "yes" so you don't have to manually edit each worksheet from the ATO prefill report.

    12 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  18. Have the ability to create more than one report style (colour and logo) so when you export to a 'Styled PDF' there are choices beyond 'no styling' and your default.

    12 votes

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     ·  4 comments  ·  Xero HQ  ·  Admin →
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  19. It would be hugely helpful if we could add rules under supplier settings in hubdoc much like the bank rules in Xero. E.G. Client has a home office and I want to split the electricity bill 33% to Power and 67% to Drawings. Number 1 - I won't have to try and remember what the percentage for each client is as they vary and number 2 - I would be able to use the automated function to Publish to Xero.

    12 votes

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    3 comments  ·  Hubdoc  ·  Admin →
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  20. Currently, Xero only lets us archive the returns that are already filed (or are in the filed status).

    There are scenarios, when the clients come in to do the tax return- we need more information and client does not respond. We do have an option of suspending the returns- however, these returns will still be left in draft making the draft tax returns list unnecessarily longer.

    Xero is not currently allowing us to archive the returns that are in the draft status. Either we have to mark the return as 'filed' before it can be archived or these have to…

    12 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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