1408 results found
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NZ Tax - Preview tax return
It would be great to be able to preview returns on screen rather than having to export to PDF.
7 votesThanks for the confirmation, Heather. No changes planned around this right now but we'll get an understanding of the appetite for this here.
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Workpapers - Ability to lock review point
Lock review points.
Review points should not be able to be edited or deleted especially when done by partner. Manager should be able to respond but not edit or delete the original review point made by someone higher
😃6 votes -
Hubdoc - Reporting number of invoices processed in a month
Produce a report in Hubdoc that tells you how many invoices are processed in a month
1 vote -
Xero HQ - Add Client reference number column
Add 'Client reference number' to column customization
would be really handy to customize columns and see the Client reference number
11 votes -
AU Tax - Remove 0 in managed funds pre-fill from ATO
We have noticed an error, where, when managed fund distributions are prefilled from the ATO, a zero is put in the Item 24 - Other Income
This causes an error for each managed fund prefill that needs to be manually fixed by going in and deleting that entry in the schedule.
I just recently had a client with 15+ managed fund imports (owned jointly with his wife, so same issue on her side) which meant I had to waste quite a bit of time going into each schedule, only to delete the zero at the bottom.
If you could arrange…
52 votes -
trust accounting for law firms
Our law firm has a critical need for an understandable method for handling trust transactions.
3 votes -
Practice Manager | Recurring job - See more detail
Recurring job screen in XPM is too narrow. Can't see all of the job name or full dates. Would be good to fill the screen to allow more information to be visible rather than having to click in to each job.
4 votes -
To prepare and lodge activity statements before the end of the quarter when the connection to the ATO is live
We have the issue where the client has connected to the ATO but now can't prepare/lodge early unless they break the connection and go back to manual reports. Feels like the 'new' version is a backward step. Ideally, if the return is present on the ATO portal then it should be available to prepare early even if not yet due.
1 vote -
XPM - Matching client and export codes
The ability to have client codes and export codes be the same to make it easier when bulk updating manager and partners
3 votes -
XPM - Ability to stop payment letters from being generated for non clients
Hi,
Would be great if we had the ability to stop provisional tax letters being generated for non-clients if their IRD numbers are entered into XPM. This creates a lot more work during prov tax times as the list is long and needs to be reviewed so these letters are not accidently sent.
3 votes -
Enable online payments links in Draft invoices
We use Draft invoices as proformas, and need to have online payment links enabled. Why is it not possible to have this functionality?
1 vote -
Reporting - Option to include zero-balance accounts in the Trial Balance
The TB in Xero does not show lines that have a nil balance, however, you may need to drill down on a line that has a nil balance but may have have transactions (such as a control account). Could an option be added to the trial balance that would allow it to be displayed either with or without the nil balances?
31 votes -
Adding a start date in the company settings (editing balance sheet, start date)
An option should be added in Xero settings, company settings, to manually enter the start date (at the moment you can only enter the end year date)
There should be an option to extend the settlement period manually in the balance sheet to generate a report.
When a company changes status to limited in the middle of the month, the first settlement period is extended by that half of the month (e.g company start January 18, 2023, end January 31, 2024), the balance sheet should show the settlement on these dates (and not from February 1, 2023 to January 31,…
2 votes -
AU Tax - Report field for Payer Name from Payment Summaries
AU Tax - report field for Payer Name from Payment Summaries
11 votes -
Profit and Loss - add 'comparewith' as a default
When running multipage Profit and Loss Accounts you can manage date by default which makes sure that each page is covering the same period.
When running the same report on a month by month summary it would be helpful if we could also have a manage 'Compare with' butoon instead of having to go into each p & l separately and remember to update each page.
The number of times I have forgotten to update the page and save the report before closing I hesitate to count.1 vote -
Hubdoc - assign a currency to a suppliers
Some supplier invoices don't have a currency on them eg USD and Hubdoc enters the base currency of the organisation eg NZD - if you could assign a currency to a supplier, it would avoid having to manually change the currency on each invoice
2 votes -
Accounts Transaction Description
It would be extremely useful if the Account Transactions download included the description that is entered into the invoice posting. Currently the download description is simply the contact name plus the transaction type. Also please can the download also include Quantity. It isn't easy to produce a report that shows sales in a particular unit of measure which covers all transaction types. For example the Receivable Invoice Detail report does show quantities, but this does not include Receive Money transactions (where a sales invoice has not been posted)
1 vote -
1 vote
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XPM - Improve Sorting order of Client names in XPM
In MYOB, we had individuals as well as partnerships and trusts (which names included surnames of the associated individuals) set up in surname order, which would allow the clients to be sorted, filtered and exported to various lists or worksheets in that order and make it easy to compare/pick up other fields that should be the same for the group/family members (like addresses, emails for tax notices etc). In Xero, however, the names are sorted by the Name* (for entities) or Display Name* (for individuals) - the fields which we only want to be used as display names on the…
3 votes -
Autosync to Hubdoc
You should be able to use autosync to publish multiple document types in Hubdoc. Dext can do this.
6 votes
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