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1313 results found

  1. Currently, retrieval of PLS Reports (EFT reconciliation report for client trust payments) relies on a manual Retrieval. It would be ideal if this report could be set to automatic retrieval.

    6 votes

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  2. It would be a HUGE time saver if we had the ability to attach supporting documents to the journals posted through Xero Workpapers (in the same way that we can attach documents to journals posted directly in Xero).

    6 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  3. Can we have a setting to enable the status section of the Xero destination tab to enable the user to select the status for all documents to be either - draft, awaiting approval or awaiting payment. this save time in having to select this each time a document is uploaded.

    6 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  4. Hi,

    Would be great if we had the ability to stop provisional tax letters being generated for non-clients if their IRD numbers are entered into XPM. This creates a lot more work during prov tax times as the list is long and needs to be reviewed so these letters are not accidently sent.

    6 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  5. I would like a small change where the Accumulated Depreciation is a default column in the depreciation schedules report generated from Xero. I work with a significant number of clients who we run depreciation for each year and I would like to see the Accumulated Depreciation amount in the report by default without having to update the templates in every client file.

    6 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  6. For the first year of using Xero Tax, as the returns are new and have not been rolled over from a prior year, the contact name defaults to the Job Manager in the Xero Tax Return. There should be an option to adjust the contact default across the practice so that the Tax Agent/Practice name appears on the tax return not the job manager. There are some clients who would be upset seeing an unfamiliar name on their tax return. At present, the only way to change the contact name showing on the tax return is to manually adjust each…

    6 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  7. Include a table showing the share capital issued.

    6 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  8. Have standard merge field for Partner, Account Manager, Job Manager for letter templates, email templates etc

    6 votes

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  9. Force Hubdoc to move documents into review. Often there is a document that has failed, and despite the price, supplier, date, etc, all being clearly visible in the document, it still fails. After filling in all the details I would like a way to 'force' it into review so I can leave it ready in the list to look at. Either this or give a valid reason why it has failed. Often almost identical documents fail or go into review for no reason

    6 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  10. You should be able to use autosync to publish multiple document types in Hubdoc. Dext can do this.

    6 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  11. Lock review points.
    Review points should not be able to be edited or deleted especially when done by partner. Manager should be able to respond but not edit or delete the original review point made by someone higher
    😃

    6 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  12. In the timesheets window, a button which takes you back to todays timesheet.

    I often have to scroll back, and prepare prior period timesheets, and so it would be handy to have a "today" button, which will automatically return you to the current days timesheet - rather than having to scroll forward (similar to handisoft practice manager).

    6 votes

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  13. It would be great if we could have repeating queries on Xero Ask so that it will automatically send queries requesting year end information or VAT return records without any human input. It would save a lot on admin time and give Xero accountants an edge.

    6 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  14. A report for strictly manual journals that would show ID, Narration, accts, etc, or the ability to filter manual journals in the current journal report.

    6 votes

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  15. Currently there is no option to create a worksheet behind the trust distribution income at 6E, when completing company tax returns with a trust distribution income (eg from investments). You need to enter the gross distribution at 6E and record attached franking credits separately in the calculation statement at 'Refundable tax offsets'. It creates confusion for some of the junior staff as they can easily put this amount at 7J as franking credits which isn't correct.

    6 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  16. Rename "other name" field to "middle name/s", need another field for casual name (say for example people that go by their middle name) and also put first name or casual name on contact details screen that is shown on front screen, currently showing other name for some reason...

    6 votes

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  17. I believe there should be an option to run a report which shows which tax returns / activity statements have been amended and lodged as a revised version for your whole client database. Without this, there is no current way of knowing the amount of revised returns / activity statements that you have lodged which can be a problem.

    6 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  18. I would greatly appreciate the option to easily print or download only the pages of a tax return that requires the client's signature, without including the entire document. This feature would be particularly valuable for accountants who frequently need just the signature pages from multiple tax returns. Currently, the process of manually extracting these pages using another software is quite time-consuming.

    6 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  19. Report Building - Ability to choose any report from Xero Blue to add to the reports. Especially payroll reports.

    Ideally, I would like to be able to build a set of management reports that include things such as accrued annual leave and long service leave. Annual days to pay on AR, average days to pay per client and other KPI type measurements. Is there away to build out own templates that can go into payroll and other areas of Xero to create these

    6 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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  20. Can we please customise client page on XPM to add a column for the Account Manager. We currently see the Client NAME, PH NUMBER, and ADDRESS. Can we please add Account Manager to the page?
    It would cut out a lot time when processing morning mail or directing phone calls from clients as this would mean we don't have to open the client file to see who they belong to.

    6 votes

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