1460 results found
-
Hubdoc - Sort Hubdoc Docs by Payment Status
I would like to add to the Sort By options, to include Payment Status. When Bills are issued months in advance of the due payment date it's difficult to manually skim through and find them on the Hubdoc Docs list to check them off as paid. As some of our bills are paid via owner funds introduced, it becomes important to have a checklist of what's been processed and what hasn't.
1 vote -
Practice Manager - Ability to change the Priority list
Can we have the ability to make changes to the Priority list rather than just having the current 4 options.
1 vote -
Hubdoc - Option to hide/remove hyperlinks in bulk
Recently, Hubdoc links have been appearing as lengthy, distracting hyperlinks in our documents and reports. It can be frustrating to encounter these long links, and it's time-consuming to manually remove them one by one.
It would be great if This feature should be entirely optional, allowing users to activate or deactivate it according to their preferences.1 vote -
Permissions | Provide bank admin access to staff from HQ
All other access roles can be done from HQ, except for this one.
Frustrating when this access has not been given to the staff member (overlooked) and staff member needs to create ABA file and cant.4 votes -
Xero HQ: See list of organisations pending STP 2 transition
I would like an easy way I can get a list of my clients who are still on STP 1 so I can help them move to STP 2?
5 votes -
XPM workpapers - Additional field to Hide Resolved Queries
Enable feature allowing users to Hide resolved queries, so only outstanding queries are showing and user does not have to spend time locating outstanding queries to resolve.
1 vote -
Workpapers - Download supporting document from 'Documentation' icon
Allow for documents to be downloaded from 'Documentation' icon as well as previewing - The preview feature is not great
1 vote -
Document pack - History of IP and email sent to
Document packs having full Adobe functions, in particular the 'audit report' of IP and or email sent to
7 votes -
Practice Manager | Client - Copy a client (including all contacts)
To be able to duplicate a contact, therefore not having to retype in the address, phone number and all other details. You would just need to rename the client and change the IRD number etc before saving. This would be a huge time saver.
53 votesThanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂 -
AU Tax - Ability to include client phone number
When I use Xero tax it pre-populates the tax agent number overriding the previous entry in the previous year. We want this to be the client phone number due to we want the ATO to contact them.
Every tax return it is taking manual labour to change the phone number from the pre-populated phone number.
We'd like the option to pre-populate the client phone number like other client information.
We'd prefer to not have to delete any details to replace the phone number and this was resulting in tax return error.
29 votes -
Job Manager - Create a 'To do' list of recurring tasks
Create "to do" lists in tasks, and allowing them to become a template - this would make it so much easier when creating jobs - gives staff a tick off for each task if required.
Would be so much easier than currently doing it through a Job Level and having to create tasks with "To Do' lists individually.
4 votes -
AU Tax - Copy last years tax return format
The ability to copy and use the prior year's ITR template to enable early lodgments for substituted accounting period. e.g. trusts with 31 December balance dates which are due for lodgement on 30 April, but template isn't ready until 1 July.
2 votes -
Xero HQ | Document portal (without e-sign)
Ability to send a document to a client through Xero portal, without requiring a signature. I use the Document Packs to send tax returns and financials to clients. It would be good to be able to use this function to send packs to clients that don't need a signature.
For example: securely sending a notice of assessment to a client through xero, or sending copies of tax returns to clients that have already signed them in person.
48 votes -
Xero Tax (UK) | Ability to choose rounding accounts
It would be really useful to be able to apply rounding adjustment (similar to those on the SOCE) for items in the accounts, but done on the face of the accounts. For example a use of home allowance will be a journaled amount each year, usually the same year on year. On a large number of accounts that i have produced recently this is rounded up one year and then rounded down the next year. This makes the accounts look messy and no amount of journaling the figures on the trial balance (which wastes significant time) will get this to…
2 votes -
AU Tax - Exclude Client's Bank details and DOB when sending lodged return
Outside organisations are requesting copies of Tax returns and we don't want to show Client's bank account details and date of birth on the Lodged Tax Returns when sending via Xero electronically.
Clients of ours firm are concerned with identity theft. If this could be implemented it would be a great feature.
This affects Xero Tax and Xero Practice Manager.
19 votes -
XPM - Support for foreign rental schedules
Foreign Rental Schedules - set up the same as AU rentals where you can link spouses for the information to pull through so you don't have to re enter everything
5 votes -
Practice manager | Xero Sign - Report on date sent
Ability to be able to report on the date sent for Xerosign returns. The date sent is recorded but you can't report on it. This would make follow ups a lot easier to be able to see when each out to sign return was sent for e-signing.
4 votes -
Hubdoc - Bulk edit transactions
For manually uploaded receipts, the ability to edit the vendor and category in bulk would be be a big time saver.
54 votes -
XPM - Edit 'to-do' list items
If you currently want to edit a line on the to do list you have to create a new line and enter the data, than delete the previous item.
It would be great if we could have an edit function on the to do list so we did have to add the extra step of recreation2 votes -
AU Tax: Notification of formation of consolidated group (CGNFT) form
I have moved to Xero Tax from Reckon Elite, but just realised that Xero Tax does not have a Notification of formation of consolidated group schedule.
As a tax agent, it is crucial to have this schedule to update client's consolidation status, including updating joining/leaving subsidiaries.
It would be great if this can be added as quickly as possible.
6 votes
- Don't see your idea?