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1465 results found

  1. Xero Tax currently allows adding notes only on the cover page (character limit of 140) and on D1 (motor vehicle expense).

    It would be great if we could add explanatory notes (and simple calculations) on each of the line items if need be. I moved from Sage Handisoft to Xero and can't comprehend why such a useful and simple feature is not there in Xero. It would reduce the burden of creating additional workpapers for simple returns and will be handy even for the complex ones.

    2 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  2. Use merge fields to change how a PDF is named when it is exported from Xero Tax

    2 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  3. Can we please have the budget listed on the invoicing page under a job when you produce a final invoice.

    Currently there is job, name and description listed on this page but not budget.

    2 votes

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  4. Currently you can click the Inv Ref field in a results list from a search in Find & Recode and it will add a little ^ symbol to indicating it is sorting by that column.

    It's not.

    It's sorting by the date column.

    Same if you click it again and get a \/ symbol.

    Xero said that it's working as designed 🥴

    Fix this madness and either remove the ability to click the column and the suggestion it's sorting (the ^ symbol) or make it work (sort by that column).

    2 votes

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     ·  1 comment  ·  Admin →
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  5. 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.

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  6. 2 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  7. There is currently no functionality to either re-name or disable the standard business structure types provided in XPM. For example "Not for Profit" is technically an entity classification - a NFP classification could apply to a Private Company, a Public Company or an Incorporated Association to name a few examples. We have used custom fields to profile these types of classifications separately. Currently, we have to manually review business structure profiles & update these where types outside our guidelines have been applied. It would save a great deal of hassle if unwanted types could be re-configured or disabled at practice…

    2 votes

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  8. We have an Income Tax Client Report (ITCRPT Report) which links to the ATO and shows us who still needs to be lodged and their due date. We would like to add jobs to it so we can see the progress of their associated tax return job. Xero Support have advised currently, it is not possible to include any extra details to the ITCRPT Report.

    2 votes

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  9. Report that can generate invoices per JOB manager.
    Currently there is no report that can generate these data in the report builder.

    Report that contains the following data:

    • Invoice Date
    • Invoice No
    • Client
    • Job Number or Job Summary
    • Invoiced Amount (GST exclusive)
    • Job Manager (not the account manager)

    we tried to generate using the data above using the WIP ledger per staff but when we add all of them, it does not equal the report generated through Invoice Report.
    This will be useful when you would like to see how much each staff invoiced per month.

    2 votes

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  10. The search was recently changed so you could search by client, but now if I search for 'GST' it will bring up all jobs with GST even in the description (i.e. a bunch of annual accounts and other jobs). Can the search be limited to Job Name rather than the detailed description in the job?

    2 votes

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  11. It doesn't make sense that these are part of the same privilege checkbox.
    Marking something as Approved is something that a senior person (manager/partner) is responsible for.
    Marking something as Out to Sign is something that an administration person is responsible for.
    Options are:
    Give the admin person the privilege and they can approve something they shouldn't be able to (risk to firm).
    Not give the admin the privilege and the manager has to log back into Xero Tax to mark it as out to sign after the admin person has packaged it up and sent it out (waste of…

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  12. Simplified view of outstanding receipts that need to be processed to the accounting software ie numbers reflected in the top tabs.
    Currently it is hard to get a quick view of what needs to be accomplished in hubdoc and what has already been done.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. Allow SMSF returns to include an option for import from BGL/Class and to generate a PAYG estimate worksheet

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  14. 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.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  15. we use job numbers to identify the works being carried out so I entered the Job number in Contacts against the Client name but this number comes out on the invoice against the client name on the address block. It would be good to be able to have multiple jobs nos for each client so we can identify the job no. on the Customer page

    2 votes

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  16. At the moment Hubdoc extracts supplier name only which makes it tricky to use for processing sales invoices as the customer has to be manually selected and has no default settings. If Hubdoc could also extract customer name, it would really help with AR processing.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  17. Currently we have to create GST/Tax returns one at a time for our entire list. It would be great if we can create gst returns on the gst jobs in one go so we don't miss any on the outstanding report.

    2 votes

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  18. There is an issue with AIM reports going direct to filed tab and have to be individually moved to archived.

    There should be some bulk ability to move filed to archive

    2 votes

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  19. In XPM, there is a subtotal of all the amounts of each task in the fixed price column. It would be handy to show a subtotal of all amounts for each task in the calculated column. This would allow you to see, at a glance, the write up/down for the invoice.

    2 votes

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  20. Only one contact in XPM can be a 'Primary' contact so our correspondence pulls through only the salutation for that contact, however the entity may be a partnership, trust or company and need more than one person included. This means we need to manually add any other salutations, which is not ideal and leaves room for error. The option to add multiple 'Primary' contacts would solve this issue.

    2 votes

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