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For accountants & bookkeepers

For accountants & bookkeepers

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1285 results found

  1. Ability to reduce the steps of amending BAS by removing the form type and auto generate on completion of the statement.

    Purpose: To save users time when they’re amending their BAS.

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. To be able to run report which will show the Gross Taxable Income for taxpayers across the practice.
    That is, similarly to how can print report for all clients in the practice which shows the current filing status and date tax return was filed, be able to print a report for all clients in the practice which shows their Gross Taxable Income for the year.
    This functionality will be helpful especially for eg checking if a Client is entitled to the Cost of Living Payment.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  3. 4 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  4. It would be great if there was an 'Other' category tagging option under PPE.

    We have PPE in our ledgers that doesn't sit under any of the options currently available.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  5. Users can check which suppliers are on autosync quickly.

    Purpose: To save time from having to click multiple pages.

    19 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  6. We currently can drag and drop details in the bank rec screen to populate fields. As the OCR in Hubdoc is not so polished yet, if we can have a similar drag and drop feature would be immense in using Hubdoc to process transactions as this would cut down on the data entry.

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  7. Ability to publish documents from Hubdoc into Xero Projects directly.

    Purpose: To make users’ easily publish the document and assign it to Xero Project.

    159 votes

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     ·  61 comments  ·  Hubdoc  ·  Admin →
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  8. Partners can see/change to all staff's dashboards from within their own dashboard.

    Purpose: to monitor poor performing staff in a timely manner

    3 votes

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  9. Ability to search or order and select documents based on the transactions date

    Purpose: Efficiency in downloading documents in bulk.

    14 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  10. Problem: Xero connected to the ATO for activity statements. Client prepares monthly IAS (PAYGW only), Adviser prepares quarterly BAS (GST and one month's PAYGW). Adviser has to disconnect from ATO to finalise BAS in Xero and import into Xero Tax (to be able to send to the client for electronic signing and then making lodgement to the ATO).

    Solution: make it possible to finalise the AS in Blue Xero without disconnecting from the ATO, allowing Client to continue submitting IAS to ATO from within Xero and Adviser to import into Xero Tax to send for e-signing and lodgement.

    2 votes

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    under review  ·  0 comments  ·  Xero Tax  ·  Admin →
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  11. 1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  12. To make users able to search account name & code within the supplier configure rules setting.

    Purpose: To make users easier to search account name and code when they’re dealing with larger charts of account lists.

    10 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. Ability to merge documents in Hubdoc.

    Purpose: To easily combine separated pages of a document into one.

    151 votes

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    17 comments  ·  Hubdoc  ·  Admin →
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    Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented. 


    That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow. 


    For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.

  14. To have a column in the return screen that shows the detail of the tax return (e.g. estimated tax payable / refundable and / or the Taxable Income amount).

    Purpose: To make the accountant easily review the tax summary returned.

    22 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  15. Ability to have alert when action is required for a tax return

    Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.

    17 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  16. Ability to move negative comparatives into a different lead schedule.

    Purpose: To make the lead schedules consistent with the layout of the accounts.

    6 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  17. Upload multiple page documents as one through Hubdoc mobile app.

    Purpose: Ease of use - Upload multiple pages using one device without having to send and upload through desktop.

    126 votes

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     ·  17 comments  ·  Hubdoc  ·  Admin →
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  18. Ability to save a document in Hubdoc to Onedrive for cloud storage.

    Purpose: To easily send the document to Onedrive.

    75 votes

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     ·  18 comments  ·  Hubdoc  ·  Admin →
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  19. Ability to preview attachment before downloading it.

    Purpose: Good for clients who want to preview the document without having to download it.

    11 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  20. To record details of queries sent from Xero Ask such as
    - created date
    - Who created
    - date sent
    - who sent it
    - recipients that received the query

    Purpose: This would be helpful when a client says they have not received a query

    19 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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    Appreciate wanting history for Xero Ask queries. 

    This was briefly looked into, however I do want to confirm that there are no plans for developing history for Xero Ask at this time.  


    We'll move the status of this idea back to submitted and continue to get a sense of the interest around this, here. 

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