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For accountants & bookkeepers

For accountants & bookkeepers

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1287 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…

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. Please increase the character limit in the Bank Account Name field to allow for longer business account names

    31 votes

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  3. When a tax payment date falls on a weekend and a payment is then made on the Monday it incorrectly applies the payment to the next provisional instalment date in the Provisional Tax tab in the clients Tax Statements area. Can this be fixed?

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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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.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  5. Workpapers for Individual Tax Returns - I'm new to workpapers and am still figuring it out. But they seem to be very ledger orientated. It would be good to have workpapers for Individual Tax Returns for entities that don't have a Xero datafile. For example - say salary and wage return. Linked to the tax return to show deductions and income ie - you have that union receipt, the basis you've calculated that work from home deduction, you have that buy/sell statement for the shares sold.

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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  6. The option to have a draft automatically created when a recurring job is generated. Such as for GST and AIM.
    It would be very helpful by saving time and assist us in making sure they are all filed.

    24 votes

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  7. This will allow us to see unbilled WIP for a job all in one spot, instead of having to go to a different screen or run a separate report.

    1 vote

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  8. It would be useful to have two dates for recurring jobs - one on which the recurring job is generated and a second date for when the work is to be started. We like to have all of our annual jobs generate on 1 April so we can easily see what work is outstanding for the year, received or not, but we obviously can't start everything in April. The planning aspects of XPM would be more useful if we could set the jobs to generate on 1 April then input a start date of when we are likely to start…

    13 votes

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  9. Change reply to email address:
    Any user can send tax letters, but the reply to email address can be set as one specific email (much like in blue xero)

    For example:
    staff1@accountingfirm.co.nz sends provisional tax reminders to clients, but when clients receive the tax reminder email, the reply to address is admin@accountingfirm.co.nz

    This same feature is already available in Blue Xero when sending invoices

    8 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  10. I am wanting to run a weekly report which lists any lodged returns that have been ticked as Final Returns in the return itself. This will then trigger a set of tasks to wind up the client (ie ASIC deregistrations etc).

    10 votes

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  11. Ability to add a default accountant's signature in the accountants' report. This would mean that the we do not have to sign each and every report before sending to client to approve and sign the balance sheet.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  12. When creating a new contact in Hubdoc for Xero, it would be great if there was an option to add the contact details (address, phone, email, tax ID, bank details, etc) right then. Hubdoc could read the information from the invoice and populate it on the spot rather than my having to remember who I added on the fly, go find the information again, and then manually type it all in myself.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. We have access to costs locked down so most staff cannot edit entered costs. However it would be useful if they could tick or untick the billable option that determines whether the cost appears on the invoice or is absorbed.

    1 vote

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  14. Please can we send Documents without anyone having to sign anything.

    3 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  15. I would like to see GST and PST in separate accounts not lumped into one account.

    6 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  16. 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…

    24 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  17. Please add a section in the accounts note for a breakdown of the share capital - number of shares allotted and number of called up share capital which has been paid / place to add notes about the share capital.

    Also there should be an option for amortisation rate anaylsis (same as the fixed assets depreciation anaylsis).

    Thank you!

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  18. I have 19 rental properties with 19 separate AT&T internet bills monthly. There needs to be a method within Hubdoc to automate publishing each receipt to a uniqueTracking Category each month. Right now it is all manual and very time consuming.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  19. Similar to Xero Receipt Scanner, but just for timesheets

    A functionality (app) that can scan a manual handwritten timesheet from a notebook and enter the time spent into XPM timesheet, for people who prefer manually writing timesheets in a notebook.

    1 vote

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  20. As there are a few Annual Accounts/ Financials reports that are being retired, it would help to be able see a list of our clients that we are using the reports that are to be retired. It is not feasible to physically check each client when you have hundreds of them.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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