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For accountants & bookkeepers

For accountants & bookkeepers

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1345 results found

  1. Improve the way clients can create accounts and log into an existing xero account.

    If we create an account for them, it asks them to put in their organisation details. Then we invite the client into the organisation, they have to accept the invitation.

    Clients are always having issues with their log ins, and signing documents. Feel this could be made easier for them.

    2 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  2. Ability to pre-lodge tax returns for all pre-2018 tax returns in Xero Tax AU, this will help reduce the amount of lodgement errors upon the lodgement of tax returns.

    2 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  3. 2 votes

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  4. Open up report fields so that you can select the "Tax Statement Balance" Field as well as the "Payment Amount" field. This gives us the ability to compare what XPM has as due and what the IRD has as due without having to export and complete complicated Excel actions.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  5. HubDoc is a great app but it is frustrating to use in the browser version as the left hand column doesn't display enough characters and the user cannot drag-to-expand the column width.

    So to let us see the entire 'Tags' description please enable expand this column.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  6. In XPM, have the ability to add timesheet narrations to a Billing narration from the “clock” window.

    2 votes

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  7. Can a search function in XPM be added to search for amounts that have been paid by clients from the Business Invoices program?

    2 votes

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  8. A section in Tax on XPM it notifies you that an ITR doesn't have bank account details entered before filing.
    This will help solve the issue of filing tax returns with missing client bank accounts for refunds.

    2 votes

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  9. I believe it would be very beneficial if there was an option to have an overall notes section for each column, and not just only a notes section for each specific return / activity statement. Rather this notes option would just be for the client as a whole, so the impotant notes could be stored here. It is easier to record previous discussions that may have been made about the client and their specific situations. This will make it much more accessible to see the whole history of the client with just one click.

    2 votes

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  10. Can you sort the NOA column in XPM/ xero tax? see below

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  11. Reduce size of reports exported to PDF from Xero Tax such as personal tax returns, accounts and Corporation Tax Returns as they take considerably more space than previous software

    2 votes

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  12. Ability to move active jobs within a client so that when the automatic retrieval from ATO (+New Return, +New AS, +New CURNN) goes to the top job on the list. At the moment it automatically goes to the last job created. This wont necessarily be the job you want the automatic retrieval to go against. Should be able to sort the active jobs so that this can happen. We currently have to go into the automatic BAS created, delete it, open the correct job and create a new BAS from there.

    2 votes

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  13. I wanted to put a suggestion that when hubdoc is getting the totals, that they get the correct total and maybe even a prompt when it is unsure of the subtotal and total. I have had a few issues come up where hubdoc is bringing in the incorrect total.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  14. Please make currency codes in dropdown menu in item 20 ITR display alphabetically (what psychopath decided it was a good idea to put them in a random order?). Also, it should have built-in exchange rates based on ATO average and year end data with the ability to select a methodology (i.e. Actual, Average, or Year End).

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  15. Please let us can edit the layout of our xero advisor listing before our publish out. Thanks.

    2 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  16. Can you please add a tool for importing Bank Transfers to the conversion Toolbox. When there are more than two bank accounts, trying to work out the Bank account to transfer to, is a bit hit and miss, causing significant rework.

    2 votes

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  17. It would be great if you could add the standard compare tracking caterogies P&L to the management reports pack. At present, the only way to get it into the pack is to create a custom report, but this locks in the tracking categories selected and any future categories added are omitted.

    2 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  18. Include Tax Return Status in the Filters on the Tax Payments Screen.
    This would mean we can bulk select $0 payments to ignore.

    2 votes

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  19. I would like to add to the Sort By options, to include Payment Status. When Bills are issued months in advance of the due payment date it's difficult to manually skim through and find them on the Hubdoc Docs list to check them off as paid. As some of our bills are paid via owner funds introduced, it becomes important to have a checklist of what's been processed and what hasn't.

    2 votes

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  20. Can we have the ability to make changes to the Priority list rather than just having the current 4 options.

    2 votes

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