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1285 results found

  1. Xero should be able to offer billing in other currencies as currently they are unable to bill Xero Practice Manager in SGD.

    I was advised by Xero support, that this is because they are part of their Global billing in Practice Manager, so it will automatically be billed in USD.

    However, their Xero Accounting invoices are billed in Singapore Dollars, so not too sure why similar principles don't apply?

    2 votes

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  2. In "Tax" tab, at the moment if youlook up a return in "draft" then go back you are automatically taken back to "All Returns" - if you were able to stay in the same heading that would save time rather having All Returns as default

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  3. NZ Tax
    Currently, in XPM it's only possible to customise a cover page of a tax return. However, it's not possible to customise the actual return including the last page.
    We'd like to be able to customise the last page to enable an anchor phrase to be entered to assist preparing templates for DocuSign automated signing platform.

    1 vote

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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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    0 comments  ·  Xero HQ  ·  Admin →
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  9. 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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  10. 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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  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. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. Currently the only way to view form fields for Xero Blue invoicing and email templates is in the editor, without an in-depth explanation as to what field actually does. More detail into which field does what would be appreciated, as some are a bit confusing just based off the name.

    1 vote

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    Hey Evangeline, you can find a full explanation of each advanced template field on our Xero Central article 😊


    Looks like that explanation isn't available inside Xero itself though, so thanks for popping this idea through! 

  20. It would be useful to have deductions in tax returns checked to categories established by ATO Benchmarks.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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