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For accountants & bookkeepers

For accountants & bookkeepers

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1287 results found

  1. Not an idea really but a bug which needs fixing.
    A lot of suppliers like FedEx for example send $0 bills which HubDoc is unable to publish to Xero as the Tax and Subtotal amounts is calculated wrongly despite the bill's Total Amount of $0.00 being correctly detected. As a result the invoice cannot be published to Xero.

    5 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  2. It'd be extremely helpful to have a field available for any type of client where a registered business name can be recorded, and if the business name is searched in the client list, the entity that the business name is recorded against shows up.

    For example, if Joe Bloggs Pty Ltd owns the business name Bloggs Flowers, we could search for Bloggs Flowers in XPM and Joe Bloggs Pty Ltd would show up.

    3 votes

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  3. The account transactions report when exported no longer has bold headings and is difficult to read - please change back ASAP!

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  4. We need the ability to add multiple email addresses for a client. Not extra Contacts, but the main email address for a client. Currently you can only enter one email address, this is the address that tax payment letters (for example) are automatically sent to. However, some clients want these to go to more than one address. We have to keep a separate spread sheet and our Tax administrator needs to manually send tax payment letters to those clients.
    Something similar to Xero Blue, where you can add an extra email address for invoices and statements to be sent to,…

    303 votes

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  5. Tax calculator - Handi has a button you can press for a tax calculator, just enter the income and it shows the Tax, Medicare & offsets (low income & former low & middle income). Awesome feature that allows you to show a client quickly why their refunds are low. Also allows a quick cross check.

    9 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  6. Now that pensionable earnings must be submitted to pension providers with the filing each month, please could these figures be added to the Pension Contribution report.

    2 votes

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  7. Home page or landing page -- can you put the "go to xero" button on the left of the client's name? The new page makes it so I have to scroll so far to the right to get to those buttons, that I no longer know which client is on which line of the table. It is harder to log in and go directly to my client's books now.

    5 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  8. It would be good if XPM automatically archived tax returns once assessed or maybe at a certain date, for example all 2022 tax returns archived when we are doing the 2023 year

    5 votes

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  9. Signed document pack via Xero Sign cannot be archived or removed from the system. Sometimes we have client sensitive information in the pack and wish to remove signed document pack so that other employees cannot view.

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  10. Overseas Borrower Student Loan repayments have different payment dates (30 September and 31 March), there is currently no functionality within Xero Tax (NZ) to manage these payments. I understand it is not possible for the system to calculate the repayment amounts as these are determined based on the loan balance, but if there could be an override amount like for Provisional Tax that would be useful, instead of having to track these borrowers manually.

    3 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  11. We need to improve permissions on XPM, I want to provide permission to my managers to their staff members timesheets. The only way I can do this is to give them access is by giving them Access Financial data which really is too high for what we require.
    Only other way is to provide them with a report weekly...

    3 votes

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  12. Ability to remove team members from cancelled subscriptions or a trial which has expired whether setup by our practice or the client.

    3 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  13. It would be good if Xero Tax calculated the estimated PAYG instalment payable in SMSF Tax Returns as we use this to inform our clients of what amounts they are up for in the new financial year, a very important piece of information for them to consider re timing and amount of cashflow outgoings. Xero Tax does it for individuals so not sure how difficult it would be to make it apply for all entities subject to the PAYG Instalment system.

    6 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  14. Would be useful for tracking purposes to have ability of exporting clients list together with table informing who is subscriber. At the moment even filter like that cannot be applied to display clients in Xero HQ.

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  15. Provide an option under the client group to bill wip that's under multiple clients in the group with one invoice.

    At the moment it appears this can only be done under Invoices in the Business menu. Under the client group itself, while an invoice can be created for multiple jobs for one client, you can't create a single invoice to bill wip that's under multiple clients in the group.

    2 votes

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  16. Would it be possible to post manual journals in different currencies?

    2 votes

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  17. I would like to do a bulk update of the supplier configurations in HubDoc to set the "Configure rules for Xero" to "off" so that we can begin our configurations from scratch. Doing it maunally for the number of suppliers we have is very time consuming so I would like to request assistance in making a bulk change.

    The automated help agrees it a good idea and suggested the following

    "To bulk update Hubdoc suppliers, you can follow these steps:
    1. On the Hubdoc dashboard, click the settings icon.
    2. In the Manage Accounts tab, select the Suppliers tab.
    3.…

    5 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  18. Currently the file sizes generated in uploading receipts is unnecessary large - I often see 3Mb for a coffee receipt! This is problematic when onward charging expenses to customers (and requires manually resizing before adding to an invpice which is time consuming) and must be costing you a fortune in data storage. Why isn't the file size limited to a sensible size or at least configurable by the user?

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  19. Now that you've forcible inserted every single client as a line item in Xero HQ via Single Client Record, we NEED the ability to filter search results to only show client lines with Xero files attached.

    Example: searching for 'Lee' used to result in 3 client Xero files - now it results in 598.

    This is literally unusable.

    EDIT: There is a filter for TYPE of subscription; I do not and could not care less whether a client has a Ledger, GST Cashbook, Starter, Premium, whatever other tier you care to make up.

    I just NEED a tickbox to toggle…

    3 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  20. It would be efficient to have recurring time entries to be saved as a favorite in XPM instead of having to complete all three segments about Client, Job & Task. Especially for daily recurring Internal Time entries such as Non-Billable Time for Meetings, Personal Breaks or Filing Emails etc.

    20 votes

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