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1141 results found

  1. It doesn't make sense that these are part of the same privilege checkbox.
    Marking something as Approved is something that a senior person (manager/partner) is responsible for.
    Marking something as Out to Sign is something that an administration person is responsible for.
    Options are:
    Give the admin person the privilege and they can approve something they shouldn't be able to (risk to firm).
    Not give the admin the privilege and the manager has to log back into Xero Tax to mark it as out to sign after the admin person has packaged it up and sent it out (waste of…

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. Enable an advanced setting in Xero to have customised columns Change dependant on client (e.g., GST, Credit, Debit, Date, Reference). With the rollout of new reports its frustrating when generating reports on client's P&L to have to change for every single column.

    2 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Hi Mark, want to make sure we understand your idea here properly. When you say you'd like customised columns per client - Would this be like the ability to set standard columns that will be selected by default to appear on any reports you run in a clients organisation? Or something a little different you're asking here? 

  3. It would be great if when Archiving a client in XPM it also Archives it in your Blue Xero

    7 votes

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  4. Simplified view of outstanding receipts that need to be processed to the accounting software ie numbers reflected in the top tabs.
    Currently it is hard to get a quick view of what needs to be accomplished in hubdoc and what has already been done.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  5. A way to have the notifications for signed packs be sent to a specific email address.
    For example:
    x creates and sends the pack but y is notified when it is signed.

    10 votes

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    3 comments  ·  Xero HQ  ·  Admin →
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  6. Current: Signatory name and email address for Document Packs are manually typed in (once per pack).

    Issue: Manual input is repetitive, error prone, and requires switching tabs.

    Request: These details usually exist in Xero HQ already, so I'd like to be able to select my signatory from this list.

    Potential future features enabled by this:
    When a signatory is selected this way, other signatories could be pre-populated in the one-click right-bar based on whether they've been in the same group of signatories in a previous Document Pack.
    History of Document Packs attributed to each Xero HQ record.
    Document pack creation…

    9 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  7. Would like HSBC data to link to Xero or at minimum be supported for statement extraction.

    2 votes

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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)

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  9. The mandatory notes section on FRS 105 needs upgrading, so that the notes on things like movement in directors loans, and operating lease commitments, can be completed by merely filling in numbers into a template matrix. At the moment, no tabular layout is possible.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  10. To have the ability for the Cover Letter box ticked permanently when preparing tax return and activity statements

    9 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  11. Currently there is no option to remove nil job totals through Xero invoice integration settings.

    You can remove nil tasks/costs if opting for the alternate invoice presentation method (tasks/costs), but not for when you opt for the job totals basis. This would solve multi job invoices and the clean-up required where writing off amounts to nil across jobs.

    1 vote

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  12. Hi Support,

    When you view a group in XPM it shows you the recipients, the phone and address fields, it would be amazing if the mail email address was also displayed.

    Thanks

    6 votes

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    Thanks for sharing your idea here, Rosalie - Is there a particular reason you'd find it useful to view the email address here? 

    This would be good detail to share back with the team, and may help others to see how this could benefit them too 🙂

  13. it would be great if the tax offset from superannuation income stream could be automatically calculated like how the MYOB AE Tax does. Instead of manually enter the number in the box.

    12 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  14. Ability to report on New & Archived/Terminated Clients with dates they were added/archived. Helpful for Practice Reporting & assessing promotion results etc.

    5 votes

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  15. After receiving the year end document pack with Financial Statements and Tax returns signed from the client, I'd like to be able to immediately import this into the Financial Statements and tax returns area of Workpapers.

    15 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  16. XeroTax: Showing Client ID Code on Client page and being able to search by Client CODE, TFN, ABN, Mobile.

    We have many clients with the same name and we have to keep manually looking through their details to make sure they are the right client.

    20 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  17. Allow SMSF returns to include an option for import from BGL/Class and to generate a PAYG estimate worksheet

    1 vote

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  18. It would be excellent to be able to see if a client has viewed the Xero Sign email pack.

    10 votes

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  19. Currently Hubdoc only flags an invoice as a duplicate if the supplier, invoice date AND invoice amount exactly match. This means if any of these are adjusted or Hubdoc doesn't pick up the exact correct details, the invoice wouldn't be flagged as a duplicate and could be double booked or worse double paid.

    Hubdoc should flag an invoice as a duplicate if the invoice number is the same too. Yes there are rare scenarios where two suppliers issue an invoice such as '001', but it's much better for this to be flagged as a duplicate and reviewed, than actual duplicate…

    17 votes

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  20. Add the ability to change the order in which jobs appear on an invoice when preparing an invoice with multiple jobs.

    1 vote

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