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For accountants & bookkeepers

For accountants & bookkeepers

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1342 results found

  1. 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]

    7 votes

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  2. Timesheet entering in XPM
    Time Clock drop down for non chargeable time to not be limited to 10 tasks when there are more that 10 available.

    1 vote

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  3. Document Packs when resent do not update the "History" in Xero Tax. This means that the most recent reminder in Xero Tax can actually be much more older than that from the Xero Document Pack

    Would be good to see the history in Xero tax use the dates from the reminders sent in the document pack instead of having to leave Xero tax to find out.

    17 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  4. It would be great to be able to see the balance owing once the BAS is submitted....have a client in credit and had to log on to my OSFA portal to check the running balance to let them know whether they had to make a payment yet. Would be great to get this data into Xero tax somehow. Anything that avoids us having to use the ATO portal is a great move

    14 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  5. To make unaudited financial statements for Community Benefit Society Companies. Although Ltd, it has a unique company registration number, the accounts are submitted via the mutual register. The reporting format is slightly different. It includes, Management Committee Report, Independent Accountant Report and Notes to Financial Statements.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  6. It would be extremely helpful to be able to view and report on how much of the budget is left on a job.

    Reports in XPM focus on time rather than WIP and there are no standard reports that include job budgets. I want to be able to report on how much of the budget is left on a job without having to export to excel and run a formula.

    MYOB had a great Job Manager and you could view all jobs on one screen and see the budget and what budget left and if there was more WIP than…

    3 votes

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  7. I want to restore an archived client in Xero HQ and can change the list from Practice Clients to Archived but when I enter the client name in the search box it returns only practice clients.

    It appears the only way to find the client to restore it is to go the bottom of the archived clients list and click on "Show more clients" repeatedly until the client shows - quite a laborious process if the client is towards the end of the alphabet!

    4 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  8. Under the Doc window on the left, default setting should be REVIEW after you logon, as most Uses are not interested in items that have already been processed.

    13 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  9. Xero Practice Manager -

    There is a report in XPM, Client Revenue Report, this is great for end of year reporting by client. Unfortunately there is no opportunity to select a comparative. Can we please have the ability to run this report in the same manner as the Income by Contact report in Xero Blue. Thanks.

    1 vote

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  10. Ability to set a lock period in Hubdoc, to stop data being entered for a specific period.

    47 votes

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     ·  7 comments  ·  Hubdoc  ·  Admin →
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  11. Why do we need to have all of the 'Z do not use' sections appear when setting up a new pack that then need to be unticked? It would be better to have them unticked in the first place

    5 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  12. 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.

    11 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. Would you add Illinois Bank & Trust to the supported banks in Hubdoc? Address is 700 Locust St, Ste 600, Dubuque, IA 52001 USA

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  14. Add restriction on changing bank account details for client (in XPM and tax return).
    Given Optus and related fraud - > not all staff should have the ability to update bank account details on a client.
    There should be the ability to restrict this so procedures - eg phone calls to verify etc - can be put in place.

    4 votes

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  15. 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

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  16. Integration with google drive to have signed returns saved to Google Drive and not just Dropbox

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  17. 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

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  18. 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 immediately

    9 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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    Hi team, thanks for raising your ide with us here. While we appreciate the rationale for wanting the ability to view when a document has been reconciled within Xero, in Hubdoc we want to be open that this isn't something that we have plans for developing into the Hubdoc product any time in the foreseeable future.

  19. There used to be a tab where we could check which of our clients hadn't filed their GST returns on time, this has been removed, can you please bring it back as we now have no way of checking if we or our clients have missed filing a return.

    13 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  20. Contractors use Lowe's and Home Depot credit. Can these statements be uploaded and converted to csv file for Xero?

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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