Skip to content

For accountants & bookkeepers

For accountants & bookkeepers

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1465 results found

  1. Xero workpaper would also show the actual file report and not just the links when exporting the workpaper. This is only available for files uploaded to the workpaper. Our practice uses FYI docs where all the relevant schedules, documents, and files are uploaded and we simply link it to Xero Workpapers. This is also helpful for practices who are using cloud storing services for documents and files.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. P&L - Tracking categories (cost centres) in rows and analized per periods (in columns) . When I run this report on xero, it shows me in the same column (period and cost centre), the cost centre should be displayed in rows. Really annoying that this option does not work properly as its impossible to analyse anything.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Currently you cannot submit a purchase order in Hubdoc, there is no "publish as" option.
    It would be good if it was an option and have it flow/link with purchase orders in Xero, to which then can flow into Approvalmax to be approved.
    Currently it requires an employee to access another system which would be good to limit.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  1 comment  ·  Hubdoc  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. It would be great to be able to customise if the fields are mandatory or not for new client setups. This would allow us to ensure that the fields we need setup are being setup by the admin team.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Current: Signatory name and email address for Document Packs are manually typed in (once per pack).

    Issue: Manual input is repetitive, error prone, and requires switching tabs.

    Request: These details usually exist in Xero HQ already, so I'd like to be able to select my signatory from this list.

    Potential future features enabled by this:
    When a signatory is selected this way, other signatories could be pre-populated in the one-click right-bar based on whether they've been in the same group of signatories in a previous Document Pack.
    History of Document Packs attributed to each Xero HQ record.
    Document pack creation…

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  2 comments  ·  Xero HQ  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. When adding invoices through HubDoc when there is a new contact that needs to be added, it would be great if the option to create a new contact (supplier or customer) was available in HubDoc, rather than having to start typing in the contact filed & then having to wait for HubDoc/Xero to catch up.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  1 comment  ·  Hubdoc  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Ability to copy a rental schedule to another tax return for a property shared 50/50 with the asset workpaper. Also ability to copy asset schedule to another rental schedule within the tax return.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  2 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. When looking at a list of Workpaper Packs (especially archived packs), the order should be most recent first, not oldest first.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  0 comments  ·  Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. 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.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. The ability to bulk update staff access to client tax returns in xero tax. Currently, the only way to change staff access to certain clients in the xero tax feature is to go into each client file and change it individually. A bulk update function would be more efficient and less time consuming.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Audit trail to see who has created / amended / deleted custom reports. We had a situation where a report was deleted and unable to identify who had inadvertently done this.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. I would like to have hubdoc periodically log in to our supplier's account( Fedex, Amazon, Upwork, UPS etc) and fetch the invoices automatically.

    Dext Prepare already does that so I can see Xero loosing thousands of dollars by relying on third party software. I guess let's start with the most popular suppliers and take it from there. This can be an add on to Hubdoc for a bit extra and happy to pay as long as it is comparable in price to other software packages. That would greatly automated our accounts.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  1 comment  ·  Hubdoc  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. People who enter invoices and bills but can't access banks should be able to have permission to see AR and AP reports even if they are not permitted to see other reports

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. It would be great to be able to set up Security Groups with permissions set for each group, which is then applied to each staff member by adding the Staff to that Security Group.

    This way, if a permission needs to be changed for a group of Staff, it can be done at the security group level rather than having to click into each Staff member and edit their individual permissions - which can create inconsistencies and easily miss settings when dealing with a large number of Staff.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. For non-Xero clients, it would be very useful to be able to use workpapers and include the actual account balance from the Client's accounts, rather than displaying the Xero account balance as nil. As a practice, we use Xero workpapers, but not every single client uses Xero.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  0 comments  ·  Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. In Xero tax , There should be separate and separate tagging/ mapping for Net wages, Director's Loan accounts, Pension liability , PAYE liability etc. instead of common tagging/Mapping as "other creditors".
    Because Reader/Practitioner may face difficulties to identify figurs in accounts reports. If Xero team provides tagging options more specific to Balance sheet items it will improve quality of Accounts report generated by Xero Tax.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. An option to automatically have all invoices on 'fixed price' for pricing mode on Xero Practice Manager instead of 'Calculation Price'

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Automatic Activity Statements - Partner/Manager Fields.
    Is there a way for the creation of Automatic Activity Statement Jobs to have the Partner and Manager for the entity pre-filled on generation?
    It is time consuming to go through each AAS Job and assign Partner/Manager so it appears in worklists.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. It's a small annoyance - but an annoyance all the same.
    (mostly I am annoyed with myself for forgetting the two sections are different ;)

    In the Destinations section of Publish & Proceed - when you start typing in a Contact name if it doesn't yet exist you get the option to add as a new contact - and the beginning of the name you've typed staysa in the box. Then you finish typing it in and hit Create.

    But above, in the Transaction Details section when the first letters don't pull up a known supplier, and you hit +Add…

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  0 comments  ·  Hubdoc  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Ability to set the client branding theme in XPM to push across to Xero. This comes from the branding theme set at the client level not working as the firms default branding theme currently is applied to all invoices. By default it should use the branding theme against the clients contact record in Xero as we have set this up but not working as per bottom comment on this help article here: https://central.xero.com/s/article/Set-default-invoice-quote-templates

    Xero Support response is currently "When invoices sync across from XPM to Xero, they use the theme that is at the top of your list in your…

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?