1464 results found
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AU Tax - ability to update status in all tax return tab - additionally add ability to see more fields/columns for each tax return
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.…1 vote -
Workpapers - Floating 'Refresh' button as you scroll
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 -
Hubdoc - Sort Hubdoc Docs by Payment Status
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.
1 vote -
Practice Manager - Ability to change the Priority list
Can we have the ability to make changes to the Priority list rather than just having the current 4 options.
1 vote -
Hubdoc - Option to hide/remove hyperlinks in bulk
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 -
XPM workpapers - Additional field to Hide Resolved Queries
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 -
Workpapers - Download supporting document from 'Documentation' icon
Allow for documents to be downloaded from 'Documentation' icon as well as previewing - The preview feature is not great
1 vote -
XPM Prior year workpaper - Ability to define in another colour.
Prior year workpapers - would you be able to change colour for financial years for workpapers. I refer to prior year workpapers to complete a job. It would be helpful to have different colours for current and prior year Xero workpapers to avoid confusion when both open at once.
1 vote -
Xero Tax (UK) | Automatically calculate Indexation allowance
Need the facility for Indexation allowance on capital gains to be automatically calculated by Xero Tax
1 vote -
Hubdoc - Automatically enable all currencies
At present you have to enable indvidual currencies in Xero settings to allow a purchase receipt in this currency to go through from Hubdoc. If the currency is not pre-set up in Xero then the default is that that the purchase invoice reverts to GBP which means that you then have to reset the currency in Xero. If all currencies were automatically enable for Premium subscriptions this would be avoided and would not rely on each individual currency being manually added to Xero.
1 vote -
Reports - Bulk Bank and allocation reports
Please add bulk reports, where we can check which PO or SO allocated to bank payments & bank Receipts for selected dates
1 vote -
XPM - Automatically email invoices from Xero to client
Automatically email invoices from Xero to client, upon Practice Ignition proposal approval
1 vote -
Practice Manager | Reports - build a report that includes client's loan status
We would like to be able to generate a report that includes all clients that have loans.
1 vote -
Workpapers - Retaining Shareholder renaming Titles to following year
When working on Shareholder Current Accounts - How can we make 'Shareholder' retain the new titles we give them eg Shareholder 1 - J Bloggs Shareholder 2 -T Bloggs each year we open up a new workpaper we have to key in the titles all over again. We use the 'Trial Balance - Edit' There may be a place we can go to to make the titles retain and would love to know how. If not perhaps something your team could work on.
1 vote -
Practice Manager - Allow retrospective updating of staff costing
when the cost was initially onboarded in XPM, the costing was not properly setup. Upon turnover to me, I noticed it automatically when exporting reports that the cost don't have figures on it. Upon updating the staff cost (manually PER EMPLOYEE profile), it still won't reflect in the previous periods prior to the input of the staff cost.
1 vote -
Reports - Add additional filters on WIP report
Additional WIP filter functions.
Extract a WIP report base on value i.e. > $1,000, 90 days etc.
1 vote -
Xero tax (UK) | Balance sheet tagging
I was tagging my balance sheet and my VAT balance in the current year is a creditor but the balance last year was a debtor balance. Is there a way to tag them seperately so my debtors and creditors balances in the current and prior year are correct?
1 vote -
Xero HQ Ask - Client portal to see all queries on multiple entities
A client user console with the ability for that user to log in and see queries on multiple entities rather than have to click on every email. eg. particularly useful when asking queries to a bookkeeper or financial planner on multiple different clients so that they can track all their queries in one location.
1 vote -
AU Tax - Beneficiary Title to include King's Counsel option
The Beneficiary Details schedule of the return will need to be updated - In the title section there should be a 'King's Counsel' option instead of 'Queen's Counsel'.
1 vote -
Xero Tax - Column to show who owns the tax return
Would love to have the ability to add columns in the Tax Return tabs such as Partner or Manager so you can see who owns the return without having to open the return or go into the client.
1 vote
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