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1409 results found

  1. It would be great to be able to set up Security Groups with permissions set for each group, which is then applied to each staff member by adding the Staff to that Security Group.

    This way, if a permission needs to be changed for a group of Staff, it can be done at the security group level rather than having to click into each Staff member and edit their individual permissions - which can create inconsistencies and easily miss settings when dealing with a large number of Staff.

    10 votes

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  2. Have a separation of Client Edit privileges to allow practice staff to edit Contacts, Groups, and Relationships without having full edit access (e.g. will not be able to edit client address, email address, Agent, etc)

    94 votes

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  3. It's not possible to reverse a Personal Tax return that has been marked as filed. It will be great to do it.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  4. SA: Feature request for a Demo Company for South Africa

    5 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  5. I would like to have hubdoc periodically log in to our supplier's account( Fedex, Amazon, Upwork, UPS etc) and fetch the invoices automatically.

    Dext Prepare already does that so I can see Xero loosing thousands of dollars by relying on third party software. I guess let's start with the most popular suppliers and take it from there. This can be an add on to Hubdoc for a bit extra and happy to pay as long as it is comparable in price to other software packages. That would greatly automated our accounts.

    9 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  6. line for previous assessment if return is amended so correct estimate will appear
    private use for depreciation in ledgers
    ability to export / import clients xero full ledger into our ledgers instead of manual journal

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  7. Debit card transactions are not needed to be reported on 1099s. When using bank feeds in checking accounts it does not distinguish debit card vs check. I suggest there be a option to identify debit card vs checks so the debit card activity is not automatically added the the 1099 reporting.

    7 votes

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  8. It would be great to have tasks within jobs (XPM) link to Xero Blue's item codes so that when importing bulk invoices, they can be allocated to a specific task/item code. This will allow for easy reporting both in XPM/Xero Blue.

    Otherwise, it would be great to have an option to allocate a task to invoices in Xero Blue that links back to the relevant task in XPM, similarly to the way the Reference field works for jobs.

    2 votes

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  9. The 'Activity Statement Substantiation Declaration' page should display the period the activity statement relates to.

    7 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  10. Would be great to run a report which shows the primary contact for each client. Currently no functionality to report by primary contact.

    73 votes

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  11. Allow importing csv files to update existing jobs in bulk

    24 votes

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  12. It would be hugely helpful if we could add rules under supplier settings in hubdoc much like the bank rules in Xero. E.G. Client has a home office and I want to split the electricity bill 33% to Power and 67% to Drawings. Number 1 - I won't have to try and remember what the percentage for each client is as they vary and number 2 - I would be able to use the automated function to Publish to Xero.

    12 votes

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    3 comments  ·  Hubdoc  ·  Admin →
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  13. For the purposes of monthly retainers - a way to offset an interim invoice (which in the invoicing module shows up as a negative cost) partially against time that's been raised in the system for WIP washup purposes.
    Currently you can drill in to tasks to mark timesheets as future billing but you can not do the same on costs.

    Eg. Time on task = $500. Interim invoice (negative cost) = $1,000 want to offset the $500 and carry forward the remaining $500.

    2 votes

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  14. Please add the option to remove the logo from the tax agent profile. Once you add it, there is no option to remove it

    3 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Thanks for raising as an idea here, Inna. While it's not possible to delete a tax agents logo atm you could upload a blank white picture as the logo where you'd like to remove the existing. 

    We don't have any direct plans around this atm, but we'll get a sense of the interest here and let you know if there's any progress.

  15. I have recently started switching clients to the New BAS Experience - Full BAS.
    I run the Activity Statement and export it so I can check the "Transactions by Tax Rate" and make changes.
    I have noticed that when I click back on the "Summary" tab, the report does not automatically update (it does under previous BAS experience) and there is also no "Update" or "Refresh" button.
    The only way to get the report to update is to hit the refresh on the web browser.
    This is another case of removing functionality.
    Please make the report auto update, like it…

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  16. Opportunity to provide explanations for significant changes in balances (specifically profit and loss items):

    • It would be useful if the PNL review section of Xero Workpapers had an area to incorporate commentary on significant variances or that a balance is not material and therefore no further work on the balance has been performed.
    • This would add value in that you won't have to upload separate documents for each profit and loss line item
    4 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  17. Lock dates to be automatically applied once accounts are accepted by companies house on xero tax.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  18. In the Transfers screen, Need a filter option on the Return State column to save having to move from page to page of results to find all the Assessed ones (even after having sorted by that column)

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  19. Invoice Clients from Xero Practice Manager for two Practices but only one has a Xero Subscription.

    1 vote

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  20. Recent new requirements from the ATO mean that businesses have to nominate new BAS and tax agents via ATO Online Services for Business, before the Agent can add them on their end (on ATO Client Services for Agents). This requires the tax payer to have set up MyGovID, gone into RAM and log into ATO Online Services for Business. The majority of clients have no idea how to do any of this. It would be good, if there was a way that they could nominate the Agent from Xero instead. Perhaps the linking of the Xero file to the ATO…

    6 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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