For accountants & bookkeepers

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  1. Currently when users take photos of receipts on the app they do not have the ability to add a note. This would be great so that the admin person coding the receipt can receive some additional detail regarding the purchase.

    51 votes

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    4 comments  ·  Hubdoc  ·  Flag idea as inappropriate…  ·  Admin →

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    Thank you for your input, everyone. Our team are currently looking into this idea. However, there's no dates planned on when the ability to add a note feature using mobile app will be released. Rest assured that we're keeping our eyes on this thread, so please continue to add your feedback and vote. For now, we'll move the status of this idea as 'Under review'.

    For the time being, you can use tags as suggested by Vicki, or send your document through email and use the format #note to add your note. If you have other options, feel free to share it 🙂.

  2. Currently, in the UK you can export an iXBRL file from Xero Tax but if you try to import that file into other tax software it is not compatible and creates an error message in the other software.
    This is an issue at my firm as the Tax department insists on using Alphatax for all CT Returns and this has meant that we cannot use Xero Tax to prepare statutory year-end accounts as we have to prepare the iXBRL tagging file in other software that is compatible with Alphatax.

    2 votes

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    0 comments  ·  Xero Tax  ·  Flag idea as inappropriate…  ·  Admin →

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    Thanks for your thoughts and feedback on the compatibility of the iXBRL export from Xero Tax. Our tax team are aware of this issue and are exploring possible development as part of a broader piece of work to split the workflows for accounts and corporation tax - The goal of this piece would be to add flexibility so our partners can continue to enjoy the efficiencies of Xero Tax in conjunction with their existing Corporation Tax software by calculating the tax separately. 


    We’re currently working with partners who use Alphatax, for example, to develop this.


    I'll shift the idea to Under Review and round back when there's more on this to share.

  3. To keep the history of the activities about what staff members did to client’s Xero org.

    Purpose: To get the activity log for audit purposes.

    4 votes

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    under review  ·  1 comment  ·  Xero HQ  ·  Flag idea as inappropriate…  ·  Admin →

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