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For accountants & bookkeepers

For accountants & bookkeepers

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841 results found

  1. Problem: Xero connected to the ATO for activity statements. Client prepares monthly IAS (PAYGW only), Adviser prepares quarterly BAS (GST and one month's PAYGW). Adviser has to disconnect from ATO to finalise BAS in Xero and import into Xero Tax (to be able to send to the client for electronic signing and then making lodgement to the ATO).

    Solution: make it possible to finalise the AS in Blue Xero without disconnecting from the ATO, allowing Client to continue submitting IAS to ATO from within Xero and Adviser to import into Xero Tax to send for e-signing and lodgement.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. Ability to memorise the configuration of previous multiple line invoices.

    Purpose: To save time from having to enter the details of a similar invoice before the user publishes the document to Xero.

    52 votes

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     ·  9 comments  ·  Hubdoc  ·  Admin →
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  3. It would be great if there was an 'Other' category tagging option under PPE.

    We have PPE in our ledgers that doesn't sit under any of the options currently available.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  4. IR3B form in Xero Tax for filing tax returns is currently not available. Would be a good form to have.

    1 vote

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  5. 1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  6. To make users able to search account name & code within the supplier configure rules setting.

    Purpose: To make users easier to search account name and code when they’re dealing with larger charts of account lists.

    8 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  7. Ability to sort/filter the list so only jobs relevant to the staff member show, within the adding staff to jobs screen.

    Purpose: To easily see staff’s role within Xero Practice Manager.

    5 votes

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    Hi everyone👋, we've got some great news with changes to Job Manager coming your way soon!

    We're adding more filters that'll enable you to filter your Jobs by Staff member as you're asking here. You'll also be able to set other filters to help quickly zone in on the work you're looking for. and save the views most important to you. Here's a bit of a sneak peak 😉 


    Keep an eye out with the changes gradually being rolled-out over a 2 week period starting early December, and I'll be back to share when this is live for you all.

  8. Ability to publish documents from Hubdoc into Xero Projects directly.

    Purpose: To make users’ easily publish the document and assign it to Xero Project.

    71 votes

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     ·  29 comments  ·  Hubdoc  ·  Admin →
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  9. Ability to have a tax estimate included in a trust tax return where there is tax payable/refundable.

    Purpose: To easily estimate and calculate Estate Tax Returns for all deceased clients.

    128 votes

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     ·  16 comments  ·  Xero Tax  ·  Admin →
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  10. Ability to move negative comparatives into a different lead schedule.

    Purpose: To make the lead schedules consistent with the layout of the accounts.

    6 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  11. Ability to have alert when action is required for a tax return

    Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.

    16 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  12. To have a column in the return screen that shows the detail of the tax return (e.g. estimated tax payable / refundable and / or the Taxable Income amount).

    Purpose: To make the accountant easily review the tax summary returned.

    18 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  13. Ability to merge documents in Hubdoc.

    Purpose: To easily combine separated pages of a document into one.

    104 votes

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    13 comments  ·  Hubdoc  ·  Admin →
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    Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented. 


    That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow. 


    For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.

  14. Upload multiple page documents as one through Hubdoc mobile app.

    Purpose: Ease of use - Upload multiple pages using one device without having to send and upload through desktop.

    56 votes

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     ·  4 comments  ·  Hubdoc  ·  Admin →
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  15. Ability to save a document in Hubdoc to Onedrive for cloud storage.

    Purpose: To easily send the document to Onedrive.

    46 votes

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     ·  11 comments  ·  Hubdoc  ·  Admin →
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  16. Ability to preview attachment before downloading it.

    Purpose: Good for clients who want to preview the document without having to download it.

    8 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  17. To record details of queries sent from Xero Ask such as
    - created date
    - Who created
    - date sent
    - who sent it
    - recipients that received the query

    Purpose: This would be helpful when a client says they have not received a query

    12 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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    Appreciate wanting history for Xero Ask queries. 

    This was briefly looked into, however I do want to confirm that there are no plans for developing history for Xero Ask at this time.  


    We'll move the status of this idea back to submitted and continue to get a sense of the interest around this, here. 

  18. Ability to copy transactions directly across from a Xero org to Workpapers

    Purpose: Save time and manual steps involved in having to download and re-upload individually

    12 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  19. Option to choose where the logo is shown

    Purpose: Consistency with brand/business internal guidelines. Formalities and looking professional to clients/stakeholders

    17 votes

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    4 comments  ·  Xero HQ  ·  Admin →
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  20. Ability to roll forward balance sheet items and permanent documents when finishing a set of workpapers

    Purpose: to reduce time spent recreating them in future years

    50 votes

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    1 comment  ·  Workpapers  ·  Admin →
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    Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.

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