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For accountants & bookkeepers

For accountants & bookkeepers

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1107 results found

  1. Hi can you please add in a function to the adviser reports that allows the users to enter in dynamic ranges, such as current date but can also be extended to other fields. As I do not want to be pulling in a new template each time this error occurs, I would like to just amend the pages by inserting the new date reference.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  2. Ledger system for Company Financials

    I have just changed from Reckon Elite Practice Management to Xero Practice Management.
    EPM allowed me to enter data from GL summaries from clients various accounting software, prepare year end journals and generate Financial Reports etc.

    I've found the Financial Report templates in HQ but can only use for clients with Xero subscriptions.

    I would like to know what others are using for the above purposes if their client is not using Xero as their accounting software.

    1 vote

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     ·  0 comments  ·  Admin →
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  3. XPM Graphs - please add a dashboard for managers to see the graphs similar to the one presented to each user for all the people they manage

    3 votes

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  4. Where the notices are the same screen. It would be helpful if it held your sorting order. When you click on a date to accept the assessment, when you return to the list it is back in date order. I'd like to keep it in client name order.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  5. It would very helpful to show the "Amount due" and WIP balances on both of the CLIENT and GROUP listing screens.
    At the moment these screens shows the telephone number and address which does not help at all. At the very least give us the ability to customize
    these columns so that we can "choose" what to see

    3 votes

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  6. Have a master overview of Xero accounts from different offices.
    The offices administrators staff level can only see their own Xero clients unless added to the master overall practice.

    2 votes

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  7. Users can scan their invoices via mobile app when they don’t have an internet connection.

    Purpose: To make sure that the invoices/documents didn’t get lost in the Hubdoc app when the internet connection is intermittent.

    20 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  8. Currently staff members are notified via email if they are added to a new Job Task. Can the notification be be sent when an employee is added to an existing Job Task?

    2 votes

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  9. Provide the ability to rename the Partner and Manager field. EG change them to Manager and Accountant

    2 votes

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  10. Improving XPM Workflow Capabilites with Seperate & Specific Job States & Automation Triggers

    Seperate set of state for different job templates/workflows. XPM currently only has one set of job states. there should be the ability to have multiple for different jobs. These states should also be able to be transferred into a kanban board view and when the job state is changed either by drag & drop or dropdown certain automated actions should be triggered such as automated emails or deploying client or internal forms to be completed etc. At the moment the XPM's workflow capabiliteis are extremely limited.

    2 votes

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  11. Be able to tag and bulk prepare/lodge client update reports at the end of the year to remove clients from our tax agent list.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  12. The ability to copy and paste TFN's the same way you can with email addresses, so that you can paste into the TAP.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  13. In a shareholders' resolution template e.g., to appoint new directors you currently cannot get rid of the line that says "For the month ended 30 September 2022" or "For the year ended 31 March 2022". I actually want to eliminate that entire line as the date is at the bottom with the signatures or at least have the ability to only have one day at the top of the report.

    1 vote

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  14. When the report is extracted through Report Builder, the value for Title field is always under Uppercase even though it's Proper case when we first select the option on the client section.

    This is causing unnecessary extra work for us to fix it manually every time we run the report.

    The report should show the same value as how it's entered.

    1 vote

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  15. When using the conversion toolbox import template to upload invoices and bills into Xero, it does not give me the option to map the Reference to the correct field. Instead, I have to go into each one afterwards and edit it to include the reference.

    There is a column in the import sheet for a Reference so I'm not sure why it won't map it to the correct field. It would be great if this could be fixed to cut down all the manual work we would have to do after uploading the invoices.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  16. I would like if when setting up clients. Under the "Business" tab, instead of industry being so limited, for it to replicate Companies House & use the SIC codes.

    4 votes

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  17. Allow for rules to be placed on what to do when data is missing or unable to be grabbed. Ideally for these to be linked by which supplier the order is from or even setting global rules

    Specific Ideas:
    -Setting a default Global Due by date when missing
    -Setting a specific stock line(s) to apply stock to by supplier
    -Setting not to overwrite cost price with default cost price in system.

    4 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  18. Xero to automatically log the time you spend in each client and summarise monthly/ average 12 monthly.

    No stop/start. 10 minute auto logout.

    Advantages: no additional work for the user
    Disadvantages: not an exact science.

    4 votes

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  19. Be able to tag clients

    Purpose; so we can bulk tag non current clients for archiving and create jobs for the next days individual tax returns.

    5 votes

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  20. The ability to deal with purchase commission on a sales invoice
    If you sell goods at an auction they will send you a sales invoice for the transaction with the bottom line being the net value (Sale of goods less any commission and vat payable to them). It would be helpful if Hubdoc could deal with this all in one transaction.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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