1332 results found
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AU Tax - Add Item D12 Personal Superannuation Contributions as a custom field when building tax reports
We'd like to create a custom tax report which identifies individual client who have claimed a deduction at Item D12 so we can double check we have the notice of intent to claim on file.
11 votes -
AU Tax - Set up prefill for Contact name in Tax Returns
Prefill contact name of partner or manager to the Tax return cover page.
Purpose: To help with changeover of managers of clients and when there is staff turnover or promotions of staff.
As currently goes it rolls over from the prior year return and a change in staff or manager require it to be changed manually. Having the contact name prefill from the client details page when the update of a new manager is allocated to the client. This can be set to be either the partner or manager through a check box stating which name to prefill.
Also even…
13 votes -
Hubdoc - Mark invoice or bills as paid when document mark as 'Paid' in Hubdoc
You can mark bills and invoices as PAID in Hubdoc; this should transfer over to Xero. Otherwise, what's the point?
5 votesHello everyone, I want to get a better understanding of this idea here. Would you think that this can be achieved by selecting the 'Mark as Paid' checkbox? Because if you’ve ticked the box, the document that you’ve published as draft, will change the into Awaiting payment status in Xero - See our article here for more information.
Looking forward to hearing back from you.
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Hubdoc - lock dates feature
Ability to set a lock period in Hubdoc, to stop data being entered for a specific period.
45 votes -
AU Tax: Activity Statement - Ability to clear failed statements
Failed Activity Statements appear to be unable to be cleared so continue to sit as an action item.
Need to have mechanism to clear as lodged rather than having continue to sit as an item needing action forever.
6 votes -
Practice Manager | Invoicing - Multi tick box option for custom fields
Have a multi tick box option for custom fields to be able to select more than one option.
i.e. we are a multi disciplinary accounting firm and offer multi different services such as advisory, tax, bookkeeping etc and won't to be able to identify what the client has engaged us for [frequently it's more than one service]6 votes -
Xero HQ - Bulk update client industries
Bulk update industry classifications in Xero HQ. Import the data through a csv file.
1 vote -
Xero Sign: Option to save completed returns to google drive
Integration with google drive to have signed returns saved to Google Drive and not just Dropbox
3 votes -
Xero Tax (UK) | Company Tax Return - option to change approval date
Please could we have the option to change the Corporation Tax Return approval date in the same way that the Accounts Approval date can be changed to reflect the actual date the client signed the accounts and tax return.
Or better still, we could just have one are to change the approval date and it would update both the accounts and corporation tax return
We have been embracing Xero Tax for all our company accounts and tax returns this year, to really identify what still needs to be addressed and provide that feedback before we abandon our existing software.
4 votes -
XPM: Ability to have alias email address for multiple practices
Xero Log on - Alias email address for use with multi practice access.
Currently working in two accountancy practices with access to Xero but can only have one access to Admin. This means restricted access to one practices clients and having to be added manually to each client.
I have a generic email address from my Log in so the clients are not aware I work for multiple firms. This has to be explained to the client as it shows in their user list. Also when emailing clients directly from Xero, an alias email has to be created for that…4 votes -
Hubdoc - Ability to see the documents that have been reconciled in Xero
I want to see in Hubdoc which receipts have been reconciled in Xero.
Currently there is no way to know which receipts are reconciled with charges from credit card and which are not, except that I re-publish and get an error of not being able to re-publish because the transactions have been reconciled. For credit card reconciliation, NOT all purchases from vendor will be charged immediately9 votes -
Hubdoc - Ability to upload and convert other file types to csv (e.g Lowe's and Home Depot)
Contractors use Lowe's and Home Depot credit. Can these statements be uploaded and converted to csv file for Xero?
1 vote -
Xero Tax(AU) | Reporting - Client Tax return month and status criteria
Dear Support, it would be very handy to have a report so that we can ascertain the status of a clients AS. I know that there is the visual on the status bar. But if you do not have the AS an automated process, for workflow purposes, it would be good to know that is a client is scheduled to has an AS completed, that in fact, this has been completed in the workflow. Additionally for tax returns, a report that reads the status of the return, either commence in progress, not started etc. The ato reports only gives a…
3 votes -
AU Tax: Capital works deductions CTR
Please create a worksheet specifically for capital works deductions in the company tax return, where assets can be added and the total deduction amount integrated to label 7I.
5 votes -
Xero Practice Manager - Include Director ID in reports
Please provide the ability to report on the "Director Identification Number" field. The field should be included in the 'Client & Contact' templates.
4 votes -
Hubdoc - Create auto messages when invoices are submitted
set up automated messages when invoices are submitted in Hubdoc.
1 voteHi Sonia, could you give an example of a notification or auto message that you'd find helpful when submitting invoices, and what users you may expect to receive the message?
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Notifications - When partner assigned to a Job
As we identify Partner for job...useful to allow of custom notification to Partner please.
Thanks1 vote -
Hubdoc - Upload notifications
It would be useful if a notification was sent when any document was uploaded. Currently, there are supplier level notifications but when there is something that has been uploaded (jpg, memo, etc) and the system is unable to identify it to a supplier it dumps it to the failed tab which at present does not create any notification.
10 votes -
Practice Manager | Invoicing - Ability to code based on job
When we link XPM to Xero, we have to set up a code for Income. This is set to a default code (200 Sales) however we also use codes to differentiate income between Company Accounts, Personal Tax Returns, VAT work etc. Would it be possible to add something that allows us to select the code per job? Or alternatively to allow adding of tracking categories?
1 vote -
Practice Manager | Timesheets - Ability to make a custom field mandatory
Given the changes in the WFH deductions area, we have been looking at simple ways our accountants can log on their timesheets when they are WFH so that a simple report can be generated at year end to assist with their personal tax returns.
We have added the custom field to the time entry where they can specify whether they are working off premises, at the office or from home.
We have no way of making this a mandatory field and it only comes up when accessing the timesheet entry point of Dashboard -> Enter Time -> Daily
We'd love…
1 vote
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