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For accountants & bookkeepers

For accountants & bookkeepers

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1385 results found

  1. Would like the option to input IF fields into our tax returns like we can in Activity Statements. I have found I have so much more scope in editing my cover letters by putting in IF fields (eg IF the amount is payable, put in the line about the payment details. IF the due date is already past, replace the date with 'As soon as possible' etc)
    It would be great in general to see more functionality in the cover letters - especially more merge field options, IF fields, and other extra lines depending on certain criteria within the return…

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. If you create a report in the custom tab rather than the adviser tab in error, it would be good to be able to either lock it so it has as restricted access to that custom report almost as though it's password protected (ie only the creator can see for example) or have the facility for it to be moved to the adviser tab to allow it to have restricted access to advisers only.

    3 votes

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  3. In the UK most agent management statements show both the rental income and the cost of sales for their fees, and any expenses incurred on behalf of the landlord.
    is it possible to be able to enter this through Hubdocs as a single document

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  4. Please revert the staff page back to the old format.

    What used to be able to be accessed all on one page, you now have to click through on to 10 different pages to access the same information, and then this involves scrolling through so much wasted "white space" as well.

    Why are you insisting on pushing through with these changes to your programs which actually make more work for the people that use them.

    And the consistent change to spread everything out so that you constantly have to scroll and scroll and scoll - why. Your need for so…

    3 votes

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  5. An option to have uploaded files in Ask to be added to Files. Currently have to be downloaded and then uploaded again to Files. It would be more efficient to have the option to add directly to Files

    3 votes

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  6. Currently when you open a tax return on an iPhone the formatting is lost and it’s very difficult to edit a return.

    3 votes

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  7. Report Packs had the facility to add Bank Statements to it, but the new Reporting Templates does not support this. It would be really handy to have this as a template, as we roll it out across many of our clients

    3 votes

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  8. Would it be possible when pulling account transaction reports from Xero to add the account name, instead of having it say Account Transactions?

    3 votes

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     ·  2 comments  ·  Workpapers  ·  Admin →
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  9. A % state by state breakdown of turnover is required for professional indemnity insurance policies for accountants. It would be great if Xero allowed us to do a report by state picking up the postcodes off the invoices.

    3 votes

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  10. Show on xero tax form if you have imported the data on a cash or accruals basis. I often have no idea on initial viewing of a tax return.

    3 votes

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  11. It should be possible to manually add tax payments made by a client to IRD. This is critical for a tax accountant like myself who is not a registered tax agent and therefore is unable to link and download details from IRD. This facility would make the practice manager more appealing to a wider range of users.

    3 votes

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  12. I have 19 rental properties with 19 separate AT&T internet bills monthly. There needs to be a method within Hubdoc to automate publishing each receipt to a uniqueTracking Category each month. Right now it is all manual and very time consuming.

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. We are currently reviewing our staff access, and have realised that it is currently a labourious process when a staff member only temporarily needs access to a ledger e.g. technical help, auditor access, to cover sick/holiday leave.

    It would be great to be able to set a time limit for access when staff or users when they are added e.g. 1 day, 1 week, 2 weeks, or on a given date. This would save practice managers having to keep note of when users needed to be removed and having to do that all manually.

    3 votes

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  14. Would be good when using the Xero report templates that when net assets balances are negative that a Going Concern note is included in the accounting policies to the notes to the financial statements.
    This seems to be an automated process on most accounting packages that we have used but very much a manual process through Xero.

    3 votes

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  15. Need the ability to be able to add a filter in the Returns page to look at a client group.

    Predominately will be used for bulk status updates, but I'm sure others could find more uses:

    • approval of a group (sometimes approval from each individual return is not appropriate)
    • "out to sign" once a pack is sent via FuseSign etc.

    Would also be useful for a quick snapshot of where the group is up to instead of having to run a report or open the taxable group to see.

    thanks! :)

    3 votes

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  16. If you have your firm time billing set to round up then all of the reports - even actual time reports, report the rounded hours and not the actual minutes worked. This is really inaccurate and makes it really difficult for me to get a good gauge on employee billing and performance. Please look at amending any reports using a rounded time figure that should be actual time.

    In addition and also critical to this issue XPM timesheets for payroll but I am also pretty certain that if you are using XPM timesheets for your payroll it pulls/exports the rounded…

    3 votes

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  17. It would be great to have the option to prepare amended financial statements prior to previous financial year as this option is not available now.

    3 votes

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  18. Hello. Would it be possible to place a 'freeze' on the line that is below the below the Clients / Groups / Contacts? (like in the Freeze in Excel)

    3 votes

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  19. Xero currently defaults to print/show TFNs on 2017 or older returns (eg Show TFN ticked). However it defaults to NOT print/show on 2018 - 2023 returns. We have been told this is something we cannot change in our settings, it would be a much safer option if we were able to control this setting, or at least have it all operating the same way.

    3 votes

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  20. Would like HSBC data to link to Xero or at minimum be supported for statement extraction.

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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