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  1. In Xero Tax, you can enter "Any other payments or credits on account" to show what a client has already paid towards their tax bill. But you can't enter a negative figure (i.e. a refund already received for a return that is being amended) and there is nowhere to add in any outstanding tax from a previous return etc so that the payments report factors this in.

    It would be good to be able to have some additional boxes to show these please.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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    Thanks for sharing your idea for being able to enter a negative figure for other payments. This is something our product team are currently exploring and we'll keep you updated on any progress for this, here.

  2. Have standard merge field for Partner, Account Manager, Job Manager for letter templates, email templates etc

    7 votes

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  3. Add default options for bill due dates within the supplier rules:
    - end of current month (based on invoice date)
    - end of next month (based on invoice date)

    8 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  4. Hubdoc User roles - it would be incredibly helpful if upload only users were able to view (not edit or add) tags from a common list. We have 17 staff who have company visa's I'm wanting to use Hubdoc for them to be able to upload their visa receipts & invoices instead of having them manually sent to me the following month for coding and entering.

    I've set up the tags with the descriptions of the GL codes, however I've found that they are unable to view or use these tags without setting them up themselves. Having a communal list…

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  5. It will be great if Xero has its own separated spreadsheet to keep the record or, ideally, import into the CTR's franking account.

    Currently we have to use third party software to keep track of the franking account, and I have seen some of the tools can import from ATO Portal too via csv / pdf.

    7 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  6. Can we have a setting to enable the status section of the Xero destination tab to enable the user to select the status for all documents to be either - draft, awaiting approval or awaiting payment. this save time in having to select this each time a document is uploaded.

    7 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  7. Currently the prepayments page on workpapers is a permanent workpaper which brings forward all of the prior year entries every year. This means that historic prepayments carry through. Currently they can't be deleted which leads to a cluttered workpaper. It would be great if line items that are no longer needed could be deleted. As per the file attached - it would be ideal if the nil rows could all be deleted.

    6 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  8. Be able to link multiple Xero files to one XPM client.

    40 votes

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  9. Given Xero's push for 'beautiful accounting' I find it very frustrating that the template report codes can't be re-ordered within their groups in the template reports and always revert to alphabetical at the client level, meaning every single client needs their custom reports formatting unnecessarily. Editing reports at every single client level for what I consider to be pretty basic formatting is really disappointing.

    The practice level report template should allow for report codes to be reordered within their groups. I don't want rent, rates and utility costs to be at the bottom of the establishment costs section because they…

    1 vote

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  10. It would be great if we could have the option of a display name as legal name for all entity types and not just individuals to help differentiate different entities with the same name. For example, we have a few trusts that share the same name but are completely separate entities belonging to different client groups and it can make it hard to tell those apart at a glance.

    32 votes

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  11. Need a placeholder for title (Mr/Ms etc) for cover letters. It should be an easy implementation, as tax returns should already have that as a label. We need it for the address section of the cover letter.

    19 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  12. It would be great to be able to set a cost to automatically repeat within XPM. For example a subscription cost to be applied against an annual job on a monthly basis.

    9 votes

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  13. On the Employee Contact Details report it would be great to have a column to show the termination date and reason for termination. Being able to sort by termination date range eg last quarter would be beneficial to assist with preparing the long service leave reports. The termination date and reason needs to be included in the report. Having a summary of the information from Xero would be beneficial for all.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  14. When creating custom queries, only the system default workpapers are available to add the query to. So when you are processing the workpapers, you need to manually move each query to its relevant workpaper, if you want it on a custom workpaper. Please add custom workpapers to the custom query creation list.

    Alternatively - if queries were rolled forward from one year to the next, custom queries would only need to be moved in the first year.

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  15. Often the first question in a section is a yes/no - it would be good to hide the additional questions that result from the first answer, rather than needing to cover all bases with additional requests for the yes or no question. The shorter the initial list, the more likely the client will answer promptly and correctly.

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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  16. Ability to attach a document to a specific query on the accountant end.
    Would save us from having to go to the workpaper in order to open the document that the query references. Instead could open directly from the query tab.

    8 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  17. If we have the functionality of creating multiple tasks then it will be a good idea to have functionality of ticking off multiple tasks also. As this will save in energy and time.

    4 votes

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  18. It would be ideal to have the ability to remove yourself from a practice in XPM. For example, if you are consulting to a firm and they aren't maintaining their staff list and removing access promptly when the contract is complete, you would be able to have more control over the security of a file and keeping your list of practices clean by being able to remove yourself from their practice.

    7 votes

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  19. This would save having to manually assign after clients/contacts have been uploaded.

    2 votes

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  20. The productivity dashboard does not have the functionality to automatically account for staff start dates. It calculates capacity for the whole year which does not work for staff commencing mid year. There's no functionality to set a historic capacity level. The workaround is to manually adjust the reporting date for the productivity dashboard to account for each staff's start date or use the Time Productivity Report as an alternative. I'd love to see this feature improvement / functionality in the future.

    1 vote

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    Thanks for sharing your idea, Julie. Can see why you'd like this setting for staff that start mid year.

    We'll start to get an idea of the interest from the community through the idea, here.

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