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1318 results found

  1. When Copying a Job currently the Job Category does not get copied. This should be changed to copy the previous Job Category.

    3 votes

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  2. When using Xero Workpapers, it imports the figures across from the Xero client file without decimals. Therefore, when I'm comparing these figures in Workpapers to client reports and bank statements these are often slightly out.

    Can you please update Workpapers so that there is an option to show decimal places?

    26 votes

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     ·  4 comments  ·  Workpapers  ·  Admin →
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  3. Allow Hubdoc to publish a receipt to an existing 'BILL' in Xero without creating and new transaction and duplicating the amount. Failure to do this forces the user to upload the receipt directly into Xero files instead or opt not to use the BILL feature in Xero and publish transitions in real time from Hubdoc instead. For those wishing to have all their receipts in a magical shoe box in the cloud (Hubdoc) it appears that this would be a way forward.

    99 votes

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     ·  4 comments  ·  Hubdoc  ·  Admin →
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  4. Id like to have a placeholder for the prior period when using the recurring jobs function.
    When you complete a bookkeeping job you are doing this on prior period data so the recurring job functionality to use 'period' is not useful as it creates the workflow job a week in advance.

    5 votes

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  5. Automatic Activity Statements - Partner/Manager Fields.
    Is there a way for the creation of Automatic Activity Statement Jobs to have the Partner and Manager for the entity pre-filled on generation?
    It is time consuming to go through each AAS Job and assign Partner/Manager so it appears in worklists.

    10 votes

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  6. Can there be a date period added to calculate the averages on this report?
    We do not find "The average in the account is calculated based on all transaction lines in the account for the life of the organisation" to be of use unfortunately.

    2 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  7. Can job custom fields please be added to recurring jobs? We have set up fields for required information, but becomes pointless if they can't be added to recurring jobs as well. Will also save staff a bunch of time if they can add the info when setting up the recurring job, rather than looking for the information at a later time.

    14 votes

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  8. Ability to put in manual tax estimate adjustments, such as prior liabilities on tax accounts so clients can see total owed. It can show estimate for return, then show the adjustments.
    Also ability to adjust for amended returns to show the actual amount refunded or owing after amendment calculations.

    14 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  9. It would be very helpful to be able to mark individual months in each account as reconciled so a separate list does not have to be done to ensure that each month's books are fully complete. Thank you!

    2 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  10. Revise Activity Statement / IAS via Xero when a client has lodged their own IAS/BAS. It would be beneficial for tracking purposes if Xero offered the facility to unlock a submitted BAS/IAS to review & amend and relodge with the ATO. Whilst these can be revised via ATO Portal there is no tracking or record of an amendment in Xero

    29 votes

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     ·  17 comments  ·  Admin →
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  11. Sometimes we have more than three people working on a job and currently Xero only allows for one preparer, manager and partner on a job. It would be good if we could have more flexibility in this area.

    69 votes

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    3 comments  ·  Workpapers  ·  Admin →
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  12. In XPM, if we want to look at what tax payment notices we’ve sent to a client, we can’t see this by looking at the individual client’s dashboard. We need to go to the tax menu then search the client. It would be good if we could see it on the individual client’s dashboard as a section in the Tax Returns tab.

    1 vote

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  13. 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.

    2 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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  14. Can we have the ability to make changes to the Priority list rather than just having the current 4 options.

    2 votes

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  15. Create custom fields that allow document uploading.

    2 votes

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  16. Please make the field "Automatically Retrieve from ATO" available to select in Report Builder to be able to create and run reports with this field in it.

    23 votes

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  17. If a company is dissolved Companies House reports back that there are no year end date outstanding. But there are circumstances when you need to prepare axcounts for a dissolved company - for instance if you need to get the company re-instated. But Xero prevents you from progressing. All you would need to do is enter a year end date manually and you would be able to continue.

    4 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  18. I am frustrated that this has be added as "an idea" because it is clearly basic functionality. The structured buildings allowance doesn't roll forward each year and as such for the next 33 years I will need to re add the lines from 2023 and manually calculate the bought forwards. Not cool and in fact I will be looking for alternative software.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  19. Workpapers - Preview Attachment Highlighting faded
    When previewing a workpaper rather than downloading if you have highlighted using pdf manager this doesnt show that bright. Need to fix as this is hard for a review to know what the team member has highlight.

    1 vote

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  20. It would be really good if when the accounts and corporation tax return have been sent out for digital signature to a client that there was a send receipt with a date and time stamp to show its been sent to the client with details of what email address it was sent to. When sending out lots of requests over various different clients it is easy to forget if you have sent the signature requests out.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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