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For accountants & bookkeepers

For accountants & bookkeepers

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1313 results found

  1. Ability to report on all fields in XPM. Example, Fee from Refund. Odd to have fields available that no way can be used in any reports or export of data.

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  2. Please indicate on the attached page which staff are currently working. This would help with seasonal practices to turn on and off staff without having to open each record.

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  3. It would be great to have the ability to change the issue date for draft invoices created in Practice Manager. The only way to do this is to delete the invoice and re-create it which can be very time consuming. The Due date can stay as the company's default, and update according to the new issue date.

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  4. Please add National Bank of Canada and HSBC to your list of banks that can be processed through Hubdoc.

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  5. Exporting Canadian GIFI schedule should be enabled for the current tax year. Sometimes we need to export the current period to run a tax projection in the tax software.

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  6. Currently when XPM gets the Summary of Earnings information from IRD and imports this into the XPM tax return, this imports all the names of where they have earned income from in CAPITAL LETTERS. This isn't very friendly to the eye and we will often go in and rename each of these imported lines so they look nicer.
    Or if these aren't edited, but other data is added e.g. business income, then the format won't match.
    All caps is very ugly!

    It would be great if XPM would import automatically with first letter in capital letter and the rest in…

    1 vote

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  7. XPM Standard reports - we need more filters added here for example ability to select partner/manager instead of running the full list. even being able to filter by job category would help on all standard reports.

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  8. Xero advisors in the US are climbing an uphill battle since Xero is not well known, I would love it if I could get on the advisor directory with less points. I cant get Xero clients without the directory but I cant get the directory without Xero clients. Its a catch 22

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  9. I run a small firm and for me it is not worth subscribing to your esign bundles. I need approximately 10 signatures a year and paying £60 for 10 signatures is not a justifiable expense to me. You should offer either a smaller bundle of 10 signatures or maybe a pay by signature option.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  10. Once filleted accounts have been filed, there is no option to add or remove the detailed P&L to the full statutory accounts.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  11. In Canada it is common to have January 1, 20XX as the fiscal year end date instead of December 31, 20XX. As a result, the Sales Tax Reports are unable to be utilized because even though I can have my fiscal year end matching in Xero, it won't let me run the report based on custom dates - for example, if I have a quarterly filer that has a January 1, 20XX fiscal year end, then the Q1 period is going to be January 2 to April 1 and it would be due May 1 - and not Jan 1…

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     ·  0 comments  ·  Admin →
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  12. Supported Banks - Please add Intrust Bank.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. General ledger,
    - (same goes to account transaction report )
    Once generated report, pls Enable view and filter, sort the transaction by clicking specific column, enable filter in every each column drop down instead of allowing only one box to search for different categories.]

    • description 2

    Sales

    • pls enable receipt list as well in sales platform (enable filter feature for every column) It's such a hassle for me to click in every bank to view transaction. Spend money too!
    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  14. Ability to drop/upload files directly into a subfolder without the need to manually drag them from "All Documents" after upload.

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  15. Allow the ability to set timeframes to the the reporting currently on Xero HQ.

    For example to receive a quick overview of the bank reconciliations at the year end to see how much is to be reconciled and for what bank accounts.

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    0 comments  ·  Xero HQ  ·  Admin →
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  16. The tax return view/list can be significantly improved through:
    - the All tax return tab - ability to update the status from here. Currently, when we go to Lodge, we have to find the return in the All tab to determine what status it is at, then go to that specific status tab, find the return again, and update the status - this is really cumbersome, particularly when we are lodging numerous returns that are all set at different statuses.
    - the ability to see more fields/columns for each tax return to reduce the risk of lodging the incorrect return.…

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  17. Would be great if there was a second "Refresh from Xero" button in Xero Workpapers when preparing the workpaper pack. Idea being that the button stays constant as you scroll down the page with a large volume of accounts. This saves having to scroll back up the top of the page and scroll back to the account you were working on.

    1 vote

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  18. Recently, Hubdoc links have been appearing as lengthy, distracting hyperlinks in our documents and reports. It can be frustrating to encounter these long links, and it's time-consuming to manually remove them one by one.
    It would be great if This feature should be entirely optional, allowing users to activate or deactivate it according to their preferences.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  19. Enable feature allowing users to Hide resolved queries, so only outstanding queries are showing and user does not have to spend time locating outstanding queries to resolve.

    1 vote

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  20. Allow for documents to be downloaded from 'Documentation' icon as well as previewing - The preview feature is not great

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     ·  0 comments  ·  Workpapers  ·  Admin →
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