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1321 results found

  1. Similar to ability to restrict access to Xero Tax, its critical if we can have the ability to restrict access to certain client details. Currently you can search for any client details and there is no way to restrict access to this information. This functionality would be extra help for partners & staff members who are also clients of the firm.

    37 votes

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  2. Have the GST from workpapers such as Entertainment and Home Office automatically populate the GST workpaper

    36 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  3. There is currently no option for tracking inventory items on Hubdoc, aside from using the tracking categories. It is very laborious having to go into each transaction on Xero, after being published from Hubdoc, and select the Tracking Inventory items which in turn when selected changes the rest of the details on the line including the description originally filled into Hubdoc!

    It would save a great amount of time to include this field in the Hubdoc 'Destination' window and for Hubdoc to retrieve the inventory Items from the company's Xero account in the same way as the 'contacts' and 'accounts'…

    35 votes

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     ·  3 comments  ·  Hubdoc  ·  Admin →
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  4. Able to create recurring tasks from an existing task.

    Purpose: It’s easier to just create a recurring job from an existing job, rather than creating a new job.

    35 votes

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  5. Xero have announced that they are removing the ability to automatically send batch files across to Kiwibank & ASB on 16th November, in order to "focus our efforts to support areas of Xero that provide the most value for customers."

    Speaking on behalf of my clients who actively use this feature, it's of huge value to them. It automates a process that otherwise involves manually downloading a file, logging into internet banking and uploading that file. It's even better for users who don't have internet banking access, but need to set up payment batches on behalf of those that do…

    34 votes

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    9 comments  ·  Xero HQ  ·  Admin →
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  6. General Pool Depreciation - Using the General Pool feature does not list the assets that have been pooled. It is useful to be able to review assets owned by an entity and the details of the purchase.

    34 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Appreciate you'd like to add more detail for assets within a pool. 

    Atm, we don't have direct plans for developing this, however we'll continue to track interest here, so keep adding your support. 

  7. It would be great if we could bulk update data (default fields and custom fields) and have options on how we want to update the data.

    For example, if we want to update the 'Manager' field, we could choose to base this on the group or client, and:
    - Update all groups/clients to John; or
    - Update all groups/clients that are currently Sam to John, and have a check box to untick any groups/clients that are to be excluded; or
    - Update by manual selection - tick/untick the groups/clients that require the update.

    We recently created a new custom field…

    34 votes

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  8. Quite a few firms are using business fitness/their own custom workpapers in conjunction with Xero workpapers to meet their compliance needs. This is because some existing Xero workpapers e.g I2 - Finance Lease, S - Home Office, K - GST etc are not sufficient to meet our compliance needs. For example the home office workpaper does not contain the square metre rate method and there is no last year comparison for analytical review. No workpapers have been added to allow for new tax developments such as rental interest deductibility, rental loss limitation rules, mixed use assets to name a few.…

    34 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  9. Add a TPAR tax form in Xero Practice Manager (XPM) so that we can generate signing pages like we can with a BAS or PSAR. When lodging via a client's Xero file or the ATO portal, we tick a box to say we have a declaration from the client, authorising us to lodge their TPAR, but there seems to be no report we can print to show them what we're going to lodge, nor signing pages that they can sign, so meeting this declaration requirement is proving difficult.
    Also should be able to print a draft/published TPAR from a client's…

    34 votes

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  10. It would be great if ALL users (ie practice staff) in Xero HQ could see all Xero files. It should be obvious on the list which are accessible and which are not (ie if you didn't have access, the Xero org name could be greyed out)

    In terms of access, if a particular staff member did not have access to a Xero file, they should be able to request access from a HQ Administrator (with mange user access of course) which can be granted easily. Would be handy to have a 'Why' comment field so the approver knows the context…

    33 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  11. Xero workpaper functionality that can connect to more than one Xero file to reconcile inter-entity loan accounts, or confirm rental income and expenses, or Div 7A interest and expense, etc.

    Eg: Debit loan in Company A, Credit loan in Trust B - can link both totals to see at a glance the loans match on both debit and credit sides.
    Entity A pays related-party rent to Entity B - link B's income and A's expenses to see at a glance that the amounts are correct on both sides in both files

    33 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  12. If a client switches to another accountant the transfer of the Xero subscription is straightforward. However the transfer of the HubDoc subscription is inordinately complicated. Can this be integrated so we are given the option to transfer the HubDoc subscription at the same time?

    Related to this I have had multiple instances of clients ending up with two HubDoc subscriptions when we create one and they create one. Or a staff member creates one and then no one else in the practice has access. Is it feasible for only the Xero subscriber to be able to create a HubDoc subscription…

    33 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  13. Workpapers to run for periods (not just years) and for periods ending not on a month end.

    The majority of my clients have a year end with 5 April. At the moment i would only be able to run the work papers to 31 March. I also have other clients with year end dates throughout the year.

    In addition to this, I can only run the workpapers for a full year. What happens if a business ceases. Often we need to run a set of accounts, and therefore workpapers, for a shorter/longer period.

    33 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  14. Xero apps - In Xero HQ we use to have the apps under the explorer tab, to see the most popular apps and what clients are using them. It was highly useful to advise clients when an app was to cease or we were introducing an alternative to see who was using it.

    32 votes

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     ·  9 comments  ·  Xero HQ  ·  Admin →
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  15. Be able to see the email body of the document pack that was sent or alternatively a copy of the document pack sent to the staff member who sent it to the client so that there is a record of what the email body contained.

    32 votes

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     ·  5 comments  ·  Xero HQ  ·  Admin →
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  16. Tax returns be rolled forward annually to assist with workflow tracking and planning.

    32 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  17. Be able to export ALL client and contact data out of XPM, including tax information.

    32 votes

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  18. it would be great if you could customise Payslips template or have different formats of payslips for clients i.e remove the hour

    32 votes

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  19. Recurring jobs allow for staff allocation. When you need to amend these reallocations they have to be done one by one. We would like to be able to make these bulk as they can be in live Jobs.

    32 votes

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  20. To be able to group all related entities together into one sub-folder.

    Purpose: Ease of use and navigation when working with Workpapers

    32 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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