882 results found
NZ Tax - Ability to copy rental schedule to new tax return
Ability to copy a rental schedule to another tax return for a property shared 50/50 with the asset workpaper. Also ability to copy asset schedule to another rental schedule within the tax return.2 votes
XPM - Ability to see staff's dashboards
Partners can see/change to all staff's dashboards from within their own dashboard.
Purpose: to monitor poor performing staff in a timely manner3 votes
Hubdoc - Tick box to download documents by transaction date.
Ability to search or order and select documents based on the transactions date
Purpose: Efficiency in downloading documents in bulk.14 votessubmitted · 0 comments · Hubdoc · Admin →
Hubdoc - Memorise multiple line invoice
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.57 votessubmitted · 9 comments · Hubdoc · Admin →
Xero BAS - Finalise BAS in a Xero file connected to the ATO, without submitting to the ATO
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
UK Tax - Add 'Other' category for PPE
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
Singapore Tax - Ability to see gross value before tax subtotals for each tax category
gross value before tax subtotals for each tax category1 vote
Hubdoc: Supplier Configure Rules setting - Ability to search by account name & code
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.9 votessubmitted · 0 comments · Hubdoc · Admin →
Hubdoc - Conjunction with Xero Projects
Ability to publish documents from Hubdoc into Xero Projects directly.
Purpose: To make users’ easily publish the document and assign it to Xero Project.91 votessubmitted · 32 comments · Hubdoc · Admin →
AU Tax Estimate - Trust Tax Return
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.159 votes
Appreciate all the input and support for Trust Tax Return estimates. We know this is a hot topic for many and are pleased to share that we're in the process of developing this at present with an aim to have this with you all in the coming months.
For now we'll move the idea to working on it and will round back to keep you updated as the team edge on completing and making this available to everyone using Xero Tax in AU.
AU Tax - Ability to set up alerts / notifications for tax returns
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.17 votessubmitted · 3 comments · Xero Tax · Admin →
AU Tax - Tax Return details shown at summary level
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.19 votes
Hubdoc - Document Merge
Ability to merge documents in Hubdoc.
Purpose: To easily combine separated pages of a document into one.112 votes15 comments · Hubdoc · Admin →under review · AdminDana A (Admin, Xero) responded
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.
Xero Workpapers - Move Negative Comparatives to a Different Lead Schedule
Ability to move negative comparatives into a different lead schedule.
Purpose: To make the lead schedules consistent with the layout of the accounts.6 votessubmitted · 0 comments · Workpapers · Admin →
Hubdoc App - Ability to upload multi page documents
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.60 votessubmitted · 4 comments · Hubdoc · Admin →
Hubdoc - Save files to Onedrive
Ability to save a document in Hubdoc to Onedrive for cloud storage.
Purpose: To easily send the document to Onedrive.59 votessubmitted · 15 comments · Hubdoc · Admin →
Xero HQ: Ask - Preview attachments
Ability to preview attachment before downloading it.
Purpose: Good for clients who want to preview the document without having to download it.8 votessubmitted · 0 comments · Xero HQ · Admin →
Xero HQ - Ask history
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 query13 votessubmitted · AdminKelly Munro (Community Manager, Xero) responded
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.
Xero Workpapers - Integrate with Xero Files
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 individually13 votessubmitted · 0 comments · Workpapers · Admin →
Report Templates - Option to only show logo on cover/front page
Option to choose where the logo is shown
Purpose: Consistency with brand/business internal guidelines. Formalities and looking professional to clients/stakeholders19 votes4 comments · Xero HQ · Admin →submitted · AdminKelly Munro (Community Manager, Xero) responded
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