Having accumulative inventories quantity balance in Inventory report and the particular product and services screen

Allow for rules to be placed on what to do when data is missing or unable to be grabbed. Ideally for these to be linked by which supplier the order is from or even setting global rules

Specific Ideas:
-Setting a default Global Due by date when missing
-Setting a specific stock line(s) to apply stock to by supplier
-Setting not to overwrite cost price with default cost price in system.

The ability to allocate the balance sheet codes. For example. The PAYE, When you pay it from the bank you should be able to allocate against the PAYE paid, same with VAT, Net Wages etc.

In Retail KPI's are important so on a month by month report we would include the
GP % on Liquor sales
GP% on Food Sales
Wage %
At present it comes out just as a number '61'
It would help if this could be formatted as 61% (italics & bold)

Ability to search documents using multiple tags. Hubdoc allows you to add multiple tags to a document, but only allows you to search documents by one tag at a time.

In XPM, it won't allow us to apply shareholder to less than 1 share - this would be a helpful feature.

It would be useful if a notification was sent when any document was uploaded. Currently, there are supplier level notifications but when there is something that has been uploaded (jpg, memo, etc) and the system is unable to identify it to a supplier it dumps it to the failed tab which at present does not create any notification.

To be able to group all related entities together into one sub-folder.

Purpose: Ease of use and navigation when working with Workpapers

Ability to reduce the steps of amending BAS by removing the form type and auto generate on completion of the statement.

Purpose: To save users time when they’re amending their BAS.

Be able to mark client as non-GST - either on just this workpaper or have it apply to a whole set of workpapers

To be able to run report which will show the Gross Taxable Income for taxpayers across the practice.
That is, similarly to how can print report for all clients in the practice which shows the current filing status and date tax return was filed, be able to print a report for all clients in the practice which shows their Gross Taxable Income for the year.
This functionality will be helpful especially for eg checking if a Client is entitled to the Cost of Living Payment.

Add the Ability to lodge NLA for TPAR using Practice Manager, allowing clients to sign the NLA and submit to the ATO. The ATO now allows the submission online for multiple years in one Submission, we would like to use PM to submit all ATO forms and advices. https://www.ato.gov.au/business/reports-and-returns/taxable-payments-annual-report/lodge-your-tpar/tpar-non-lodgment-advice/?=redirected_TPARnilreport

Users can check which suppliers are on autosync quickly.

Purpose: To save time from having to click multiple pages.

Allow upload of Excel (.xls .xlsx) document.
Many suppliers supply their invoice in an excel format, Before they can be uploaded into Hubdoc they need to be converted to PDf.

It would very helpful to show the "Amount due" and WIP balances on both of the CLIENT and GROUP listing screens.
At the moment these screens shows the telephone number and address which does not help at all. At the very least give us the ability to customize
these columns so that we can "choose" what to see

It would be great to have the ability setup recurring invoices directly in XPM for annual agreements rather than "pushing" recurring invoices similar to setting up recurring jobs in XPM.

Currently when copying a job then the costs and milestones are automatically copied as well. It would be great to be given the option to copy these or not. Most of the time we do not want to copy these specifically the costs

It would be great to be able to move job costs to another job in a similar way that you can move time sheets. More often than not costs are captured on an incorrect job and it is a "pain" to delete this and then to re-capture on the correct job.

It is fantastic that VAT/EMP returns can be submitted directly to E-filing/SARS from Xero without logging in on E-filing. Many clients doesn't do their payments to suppliers via Xero, and payments to SARS, are initiated/activated on E-filing for approval on the internet bank of the client. Therefor the person activating the payment must still login on E-filing. Proposal: Allowing activating of payment for VAT/EMP on Xero for authorization by the client on his/hers internet bank.

Invoice (Draft) Report does not have the field for Job Name. What's the point having having Job Number without a Name. Please add Job Name to this report.
Please also add a field just for Invoice Drafts.