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1321 results found

  1. Have the ability to send a copy of the actual message/links sent to a client to our own email when we we send something for e-signing via Xero Sign. Adobe sign has this option.
    This would help us because:
    1. It is a professional requirement to keep a copy of all correspondence sent to clients.
    2. It also would help when they call and have a question about what to do if you could have the exact copy in front of you to step it through with them.
    3. When they dispute what was written in the text part of…

    65 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  2. It would be a great help if we could update status for a job as and when the timesheet is done.
    At the moment we go to each job and update the status at the end of the day. In my opinion this would save lot my time hovering around.
    I have attached a screenshot in pdf to better explain.

    63 votes

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  3. Would be great to run a report which shows the primary contact for each client. Currently no functionality to report by primary contact.

    62 votes

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  4. Partnership LLP Accounts and Tax - SA800 for multi member partnerships. Including the ability to produce individual allocation report of profit/loss for both UK members and overseas members

    61 votes

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    30 comments  ·  Xero Tax  ·  Admin →
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    Hi everyone, I wanted to share a further update on this idea. We are now making active steps to deliver a solution for the SA800 and accounts production for unincorporated partnerships. In the interest of transparency, we expect to be able to provide our partners with some of the core features to start using as soon as possible, however this will not be delivered before 31 Jan 2024. We will be moving as quickly as we can whilst also ensuring we're meeting your expectations therefore we can't provide a confirmed delivery date but we will provide further updates when elements are ready for partner testing in 2024.

  5. Losses carried forward have to be manually entered each year. It would be great if the information flowed through automatically from the prior year tax return. This will help to reduce risks that someone may accidently omit or incorrectly enter losses.

    60 votes

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    11 comments  ·  Xero Tax  ·  Admin →
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  6. Allow a practice-wide setting to default postal address to client's postal address/main address, rather than agent address. Same applies to phone number and e-mail address.

    I'll admit I'm brand new to Xero Tax, but the returns I have created so far default to Agent Postal Address, whereas all of my returns always use client postal address. Instead of having to toggle/switch this for every return (and in due course no doubt missing one at some point), it would be great to have a practice wide setting. "On Tax Return forms, postal address should default to [client address]/[agent address]".

    Similarly, my…

    60 votes

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     ·  11 comments  ·  Xero Tax  ·  Admin →
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  7. Losses carried forward have to be manually entered into XPM tax each year. It would be great if the information flowed through automatically from the tax return so that all we have to do is confirm it matches the IRD assessment. At a minimum it would be great if the losses to carry forward figure from 2023 automatically rolled forward to 2024 once it has been confirmed.

    58 votes

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    5 comments  ·  Xero Tax  ·  Admin →
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  8. 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.

    https://www.hasil.gov.my/en/e-invoice/

    57 votes

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    8 comments  ·  Xero HQ  ·  Admin →
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    Hi everyone, while our eInvoicing feature isn’t supported in Malaysia yet, we’re planning to support eInvoicing in Malaysia by the third mandate for small / medium sized businesses in July 2025.

    We'll update you all of more news for this here, and on our website. 

  9. Currently the apportionment percentage for the rental is calculated for all income and expenses. However, in reality this is not always the situation. Sage has the ability to change the apportionment of each expense individually as well which is very useful, time-saving and error reducing.

    57 votes

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     ·  8 comments  ·  Xero Tax  ·  Admin →
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  10. Add Last Items on Hubdoc invoices - lines to be populated in the same order as the previous one. And/or enable the function to rearrange the line items on a multiple line invoice in Hubdoc (like you can in Xero).

    56 votes

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    3 comments  ·  Hubdoc  ·  Admin →
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  11. Client access to Report Templates
    In Xero HQ as a partner we have the ability to create report packages however it is only for use within our practice, it would be really helpful if we had the option to share these with our clients.

    55 votes

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    22 comments  ·  Xero HQ  ·  Admin →
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  12. Hubdoc should automatically correct the rotation of documents. Sometimes, particularly for photographs, documents are uploaded with incorrect rotation. Hubdoc must know the correct rotation because it is scanning the text. Why not fix the rotation so that the text is the right way up?

    54 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. Merge contacts (not clients) in XPM? I seem to have lots of duplicates but I don't want to just delete the ones with no jobs/invoices attached to them incase they are linked elsewhere. Is there a way to merge them? All the searches I have done only talk abut merging clients.

    53 votes

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  14. There are client level fields for phone and fax numbers. We have not had a fax machine in the office for a number of years. and it would be more useful to have these fields nominated as landline and mobile numbers. Consideration would have to be given to how this meshes into FYIDocs and FuseSign as FuseSign has issues if the phone number field does not meet its defined parameters.

    52 votes

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  15. Add a note function to each account. Similar to the queries button but just for general notes about what's in the account that doesn't need a resolution. This would be helpful near the account rather then just at the start in the job note section as it would allow quick access for others to see the note when looking at the specific account.

    51 votes

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     ·  3 comments  ·  Workpapers  ·  Admin →
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  16. For manually uploaded receipts, the ability to edit the vendor and category in bulk would be be a big time saver.

    51 votes

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     ·  7 comments  ·  Hubdoc  ·  Admin →
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  17. Hubdoc - Allow Hubdoc to read a link in the email.

    When invoices are received via email and the invoice is not attached, but there is a link to open the invoice and save as a PDF. Alot of clients on Xero send their invoices this way. Would be good if either in Xero or Hubdoc you could read the invoice.

    49 votes

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    6 comments  ·  Hubdoc  ·  Admin →
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  18. To be able to duplicate a contact, therefore not having to retype in the address, phone number and all other details. You would just need to rename the client and change the IRD number etc before saving. This would be a huge time saver.

    49 votes

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    Thanks for starting the idea here, Renee. 

    Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?

    If the last, we have a similar idea over here that I can join you in with. 🙂

  19. Ability to send a document to a client through Xero portal, without requiring a signature. I use the Document Packs to send tax returns and financials to clients. It would be good to be able to use this function to send packs to clients that don't need a signature.

    For example: securely sending a notice of assessment to a client through xero, or sending copies of tax returns to clients that have already signed them in person.

    47 votes

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     ·  7 comments  ·  Xero HQ  ·  Admin →
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  20. Xero Tax(AU) | Worksheet to calulate number of days not liable for M2 (Medicare levy surcharge)

    When some client has more than 1 health insurance policy and the period of the same are diffrent and sometime overlapping we need the work out this manually which can sometime be wrongly caluclated and can impact the tax estimates.

    Xero should have a worksheet where we can enter policy details along with perioid of coverage to that it can calculae the days acurately. Similar feature is avaialble in MYOB AO and comes in very handy.

    46 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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