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For accountants & bookkeepers

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1364 results found

  1. A placeholder for the applicable tax return year that can be inserted into the NOA email template would make it easy for clients to know which year the email relates to.

    1 vote

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  2. Ability to have invoices created in Xero to import into XPM with Description included

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  3. When the ATO rejects a submission (where the return does not need to be edited), we have to unlock the return. This removes it from the document pack, and the client gets notified.
    This a terrible customer experience, when we just need to relodge. Example being tax returns lodged on 15 May.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  4. Please bring this back. It was very useful to see which clients had not yet posted their pay runs and which GST returns were yet to be completed

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  5. Edit Jobs Screen Filters: In the XPM jobs screen it is possible to created and save filters. However it is not currently possible to edit those filters, only clear them and start again. Please provide the functionality to edit existing filters. Thanks in advance, Petra.

    1 vote

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  6. It would be incredibly useful if there was the ability to create folders in HUBDOC to file published documents. This would make it easier to find any documents for the future as at present they are just in one longs list. For someone who heavily uses HUBDOC this list is never ending and almost impossibly to find documents that were uploaded historically.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  7. Dropbox integration needs to include business Dropbox accounts. HubDoc is used by Businesses so it would make sense for the integration to be with Dropbox business. Currently only works with Personal Accounts.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  8. Add filter to 'Notices that are different' in XPM dashboard so we can filter by office (Auckland, Wellington, Christchurch)

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  9. when we have a report that we would want to specify the type of return e.g. ir3, ir4 there does not seem to be the IR4J specifically for when we file a IR4J on its own for members apart of a consolidated group and only require to file their own imputation return.

    It would be great if this could be included as this helps when reporting our internal filing stats.

    1 vote

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  10. Would be great to be able to sort the timesheets by the column headings. They are blue but don't actually do anything when you click on them.

    1 vote

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  11. For large farms/orchards or multiple businesses in the group, needing a P & L each for each Farm and Orchard. Then a combined statement P & L bringing all the totals together with the group overhead expenses. Currently have to do separate custom reports in Xero then paste in, would be good to have it all formated in one spot not doing multiple reports and copying and pasting. Currently using another accounting software provider to do the financials and only using Xero to collect the date, would be good to have it all in one spot

    1 vote

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  12. And before someone tries to tell me XPM is a premium product and that's why it has additional functions like search 🥴 search is not a premium feature. We just want to be able to search for a client without changing from Returns to Clients page.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  13. On the Xero HQ screen a column to show if there are any bills due for payment

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  14. We would like to be able to do a list of Employee at the end of year with total earnings, PAYE, Employer and Employee Kiwisaver etc.

    You can list now but it lists every date and you then need to drop out to Excel and do all the additionals. Very time consuming if you have a number of employees.

    1 vote

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    Thanks for providing that extra clarity, Kay - apologies for the confusion!


    As you've found, the Annual Earnings Certificate displays the information required, but splits each employee in to a seperate page.


    I've updated your title to reflect that you'd like this report in a list format, and shifted it back to 'submitted' so we can keep collecting votes and feedback. 

  15. We use Huron Community Bank and would like Xero and Hubdoc to extract data .

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  16. Timesheet entering in XPM
    Time Clock drop down for non chargeable time to not be limited to 10 tasks when there are more that 10 available.

    1 vote

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  17. Xero Practice Manager -

    There is a report in XPM, Client Revenue Report, this is great for end of year reporting by client. Unfortunately there is no opportunity to select a comparative. Can we please have the ability to run this report in the same manner as the Income by Contact report in Xero Blue. Thanks.

    1 vote

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  18. Would you add Illinois Bank & Trust to the supported banks in Hubdoc? Address is 700 Locust St, Ste 600, Dubuque, IA 52001 USA

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  19. Contractors use Lowe's and Home Depot credit. Can these statements be uploaded and converted to csv file for Xero?

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  20. set up automated messages when invoices are submitted in Hubdoc.

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    0 comments  ·  Hubdoc  ·  Admin →
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    Hi Sonia, could you give an example of a notification or auto message that you'd find helpful when submitting invoices, and what users you may expect to receive the message? 

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