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For accountants & bookkeepers

For accountants & bookkeepers

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1389 results found

  1. 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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  2. In XPM, have the ability to add timesheet narrations to a Billing narration from the “clock” window.

    2 votes

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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. I am frustrated that this has be added as "an idea" because it is clearly basic functionality. The structured buildings allowance doesn't roll forward each year and as such for the next 33 years I will need to re add the lines from 2023 and manually calculate the bought forwards. Not cool and in fact I will be looking for alternative software.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  18. Under the Queries tab, Internal Queries and Review queries should contain a link to where the query was posted, so reviewer/prepared, can be taken to the specific item - Eg. Preparer makes note for income item under A5 - Analytical Review, Link should be enabled so Reviewer can be directed to query sitting under A5 - Analytical Review.

    2 votes

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  19. I would like to produce a remittance report that details which invoices the credits have been allocated to

    2 votes

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  20. Option to duplicate draft reports, so that working from previous period can be retained.

    2 votes

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