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1348 results found

  1. Would be great to have an option for clients to bulk sign a document pack e.g. similar to Docusign where multiple pdf's are treated as one document.

    At the moment, if there was a document pack with 15 BAS's, the client would have to click into the individual document, click the signature boxes and click to confirm signature. They then have to click into the next document and repeat the same process another 14 times.

    Would be good to have a feature/option we can select when sending out the document, so the client can sign the documents in bulk.

    4 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  2. It would be great if we could have the ability to apply multiple relationships to a single entity at once, perhaps as a multiple checkboxes. So for example, when setting up a company, we might have one person who is the Director, Secretary, Public Officer and Shareholder but at the moment we need to add these in one at a time.

    30 votes

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  3. 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.

    25 votes

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  4. tax return reminders to sign bulk send out reminders once exceeded the 3 reminders.

    also notification if email address has a typo and doesn't deliver to the client

    4 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Hey community, thanks for you interest in this idea. 

    Wanted to let everyone know about a change to document packs in Xero HQ 😊

    Whilst not quite what this request is after, if you're a member of a UK, NZ or AU practice, you'll now be able to send out bulk reminders for document packs in Xero HQ.

    As this request is specifically for bulk reminders in AU Xero Tax, I won't be closing it out. We'll leave it open to continue to collect feedback and gauge community interest.

  5. We suggest to add the option to view TAX return versions when modifications are made to the return.
    We have found through our work that is an URGENT need to track changes made to returns for efficient audit and accountability.

    8 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  6. So annoying that my published reports remove decimals points every time. PLEASE MAKE THIS CHANGE. Published reports should be saved as is!!! Do not modify my published report XERO! We produce hundreds of these reports every month and have to keep adding the decimal back. This is driving our firm insane!!!

    28 votes

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    6 comments  ·  Xero HQ  ·  Admin →
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  7. We have the AS' downloaded from ATO automatically and this creates a new job for every AS. We then need to add an AS task to every job individually.

    Would be great to be able to add task/s to multiple jobs in one go - similar to how you can assign staff/manager to multiple jobs in one go.

    11 votes

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  8. Can we have hubdoc detect receipt edges like the Xero Expense app, so we don't have to see the client's coffee table, bed, duvet, laptop, lap, the list goes on

    30 votes

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

    30 votes

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  10. 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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  11. Have the GST from workpapers such as Entertainment and Home Office automatically populate the GST workpaper

    38 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  12. 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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  13. 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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  14. 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.

    30 votes

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

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  16. In Xero HQ as a partner we have Report Templates which we can use for our clients. Currently, it only allows us to export to PDF or Excel or Google Sheets.

    It would be useful. helpful and beneficial for practitioners to be able to export it to WORD format so that we can re-format the font type, font size and header and footer styles..

    Thanks

    6 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  17. Xero Practice Manager - Tax

    I want to be able to run two reports to see which staff have tax access to which clients and to see to which clients a staff member has tax access. This is very important for security purposes and additionally to help us meet our obligations as tax agents.

    9 votes

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  18. Making the tax exclusive options in Hubdoc showing in the Edit Document tab.

    Purpose: To avoid publishing the document with the wrong tax type.

    28 votes

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     ·  9 comments  ·  Hubdoc  ·  Admin →
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  19. 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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  20. This is to do with Custom Reports and should be little effort for a good result.

    I note that after discussions with Xero the [Tax Return AU] Not Started Returns field is only available in the Client Returns report. It would be great to have [Tax Return AU] Not Started Returns in the Tax Return report area so you could generate a report on which returns have been started, in addition to the current status of the ones that have been started (ie Draft, Complete, Lodged) at the moment we can only see if a tax return has been created…

    6 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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