1393 results found
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Xero Tax - Column to show who owns the tax return
Would love to have the ability to add columns in the Tax Return tabs such as Partner or Manager so you can see who owns the return without having to open the return or go into the client.
2 votes -
Hubdoc - Purchase Order Field Extracted to Transaction Detail Window
I believe it would be of great help to extract the Purchase Order code from the invoice into hubdoc.
It is very important to create a simple path from the begging of creating a purchase order to finally paying for the product or service and having a way to connect it all together, I believe the purchase order number is a vital part of the process and can be referenced throughout the whole process.
Would be great to hear some feedback on this idea!
4 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.
67 votes -
Hubdoc App - Hide Archived documents in Mobile App
Hubdoc App. Can we have the ability to hide archived documents. Or create a separate tab similar to the web version. Another option is to make archived documents dim so clients are aware that the documents are processed and are in Xero.
3 votes -
Hubdoc - Add support for National Bank of Canada
Please add National Bank of Canada and HSBC to your list of banks that can be processed through Hubdoc.
1 vote -
Xero Tax - Canadian GIFI schedule for current tax year
Exporting Canadian GIFI schedule should be enabled for the current tax year. Sometimes we need to export the current period to run a tax projection in the tax software.
1 vote -
NZ Tax - Alter Date format below payment schedule
when there is interest to pay and a date to calculate to is selected the wording comes up as - Assuming the return is assessed on 30/June/2023. This format should be either 30/6/2023
or 30 June 20235 votes -
Reports - Duplicate draft reports
Option to duplicate draft reports, so that working from previous period can be retained.
2 votes -
Hubdoc - Allow Hubdoc to read a link in the email
Hubdoc - Allow Hubdoc to read a link in the email.
When invoices are received via email and the invoice is not attached, but there is a link to open the invoice and save as a PDF. Alot of clients on Xero send their invoices this way. Would be good if either in Xero or Hubdoc you could read the invoice.
60 votes -
XPM - Import summary of earnings name from IRD in lower case format
Currently when XPM gets the Summary of Earnings information from IRD and imports this into the XPM tax return, this imports all the names of where they have earned income from in CAPITAL LETTERS. This isn't very friendly to the eye and we will often go in and rename each of these imported lines so they look nicer.
Or if these aren't edited, but other data is added e.g. business income, then the format won't match.
All caps is very ugly!It would be great if XPM would import automatically with first letter in capital letter and the rest in…
1 vote -
AU Tax - Restrict staff access to specific returns
We would like Xero to allow an option for certain staff members to be restricted from viewing all tax returns by default - except for specific returns on an individual basis (i.e. the returns they are working on). Firms are now using offshore providers to assist with some tax preparation and it would be best if offshore users were provided with access to only those clients/returns they are working on, rather than the entire tax database. Is this something that might be achievable in the short term?
11 votes -
XPM - Assurance Dashboard and User Activity
Assurance dashboard and user activity in XPM.
I need to know data security of my clients on my database in XPM if details have been archived , moved or altered in ANY way I need to know who it was that was in the file.
4 votes -
Xero Practice Manager - Pre warning of product Updates
Is it possible to have a "heads up" on what changes are being planned.
For example, the procedure for client deletions has just been changed so that a client with IRD Number/Tax Return cannot be deleted, with no notification to us as users that the change was being contemplated, let alone actually happened.
This then leaves us asking for the change to be undone.
If been advised beforehand, could have suggested options which be suitable to all parties and mean that reprogramming is not required.6 votes -
Xero Tax(AU) - Print asset depreciation table for TRT
Please add the functionality in Xero Tax for the TRT to print out an asset depreciation table, like the CRT or ITR tax forms.
16 votes -
Report Templates | Fixed Asset Schedule - Tax & Accounting
Add 1 schedule to report packs for both tax and accounting depreciation methods
11 votes -
XPM User Permission - Ability to only remove timesheet view permission
I would like to place feedback around user settings, The user permissions are limiting and weird ones seem to go together. Currently all staff can see everyone's timesheets, we we're advised to remove the financial setting under financial privilege's to remove staff access to timesheets, in doing so staff could no longer see budgets on jobs, therefore we had to give all users back that permission, in effect allowing all staff access to everyone's timesheets it just doesn't make sense.
It would be really handy if we could assign a user group to a staff member instead of having to…
25 votes -
AU Tax - Add due date to tax on OOA sent to client
Import the due date of amounts payable as per the OOa to the dates tax payable field and add a placeholder in the OOa template for date amount due.
4 votes -
Xero Workpapers | Customise Workpaper Status
We would like to have the ability to either customise the Status fields in the Workpapers. Or alternatively have the client Group appear next to the Organisation Name on the main Workpapers page, so we can easily see the client groups.
3 votes -
Xero HQ | Document Packs Email Templates - Ability to edit
Can we please have the ability to input and edit templates for the covering email of an outgoing document pack.
56 votes -
Reports - Merge columns
The ability to merge columns in xero - specifically the General Ledger Summary report to merge the Account name and number.
2 votes
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