1408 results found
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Xero Tax - Print Tax Summary as a separate report
Trust Tax Return Reports - Summary Only and Summary and Worksheets - to be able to print the Trust Reporting Requirements pages (Annual Accounts information, Settlor & Beneficiary disclosures) as a separate report. The Summary Only and Summary and Worksheets Reports be as previously, that is the one page summary of income & tax (plus Worksheets when selected).
17 votes -
Hubdoc - Bulk update document as 'Mark as paid'
Can we select multiple receipts at the same time to add the same tag or the same status such as Mark as paid?
12 votesHello Trang, you can tag multiple documents at once by holding ctrl/cmd on your keyboard. Note that you'll need to create the tag first before you can do this - Read more on our article for more information.
Because Hubdoc can't bulk update the documents to be "Mark as paid" right now, I've changed the title of your idea, so we can see the interest from the community here :)
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XPM | Jobs - Ability to specify due date for recurring jobs
Being able to pick specific due dates for recurring jobs, rather than having to select per day/week/month. BAS & IAS due dates will be different depending on how many days in the month there are.
4 votes -
UK Payroll: Include salary sacrificed contributions in direct pension filings
In XERO as at today when you set up a salary sacrificed arrangement, the amount being sacrificed by the employee will be added onto the employer's contribution and appear under the employer's field for reporting purposes.
But when you need to submit the pension report to the pension provider portal you will need to separate employee and employer contribution. It will be much easier to download the report, at least from the pension filings option, that shows all the breakdown of all information as it needs to be so it can just be uploaded in the pension provider portal without…
3 votes -
AU Tax - Ability to have unlinked depreciation schedules
I would find it very useful to have an unlinked depreciation schedules in Xero Tax. Including amortisation schedules for borrowing costs and also assets that are used for business and employment purposes creates efficiency by including it in the return.
7 votes -
Xero Tax (AU) - Incorporating into trial of Xero
Does Xero have any plans to incorporate 'Xero Tax' in the trial version? I can see that there are a number of videos on Xero Tax on Xero Central. If it was incorporated in the trial version- it would provide students with hands-on experience as opposed to just watching videos or reading texts.
As Xero is now being used by many accounting firms, Tax professionals who are currently working in other platforms such as Sage Handisoft or MYOB don't know how Xero tax works. When they are trying to change companies- it would provide them an advantage if they are…
1 vote -
Xero Sign | Email notification of who has signed in the document pack
Xero Sign - It would be great if there was an indicator to let us know that one or more clients within the one document pack have signed the documents. (if it is sent to multiple people) We only get notified once everyone signed.
7 votesAppreciate feedback on our recent update - We've slightly updated the title of this idea to reflect a desire for email notification.
Just to note for anyone coming across the idea - within the document pack details you can view how many people have signed the document, including who signed. See our example of what this looks like 🙂
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Workpapers - add a calculator tool
Would be great if xero workpapers had a calculator function like blue xero
7 votes -
Including IR4J as a Return Type in report builder
when we have a report that we would want to specify the type of return e.g. ir3, ir4 there does not seem to be the IR4J specifically for when we file a IR4J on its own for members apart of a consolidated group and only require to file their own imputation return.
It would be great if this could be included as this helps when reporting our internal filing stats.
1 vote -
Practice Manager | Permissions - Add new staff member to all reports
When a new team member starts and you want to give them access to a large number of custom reports in XPM you need to add manually one by one for each report. Would love to be able to select a group of reports and add new team member in one go.
4 votes -
XPM | NZ Tax - Client filing notification
Do not understand why if a client files their own income tax return with Inland Revenue and an assessment is issued why this is not updated in XPM, issues arise that we have no knowledge of assessment so affects Provisional and Income tax notices
1 vote -
Hubdoc - Create New Contact option from Hubdoc
When adding invoices through HubDoc when there is a new contact that needs to be added, it would be great if the option to create a new contact (supplier or customer) was available in HubDoc, rather than having to start typing in the contact filed & then having to wait for HubDoc/Xero to catch up.
10 votes -
XPM - Sort timesheets by column headers
Would be great to be able to sort the timesheets by the column headings. They are blue but don't actually do anything when you click on them.
1 vote -
Hubdoc - Allow additional settings for folders
I like how Hubdoc separates the data extraction to "Transaction Details" such as Supplier, Amount and Date. from "Destination Details" Such as Account code and contact..
We use Tags on the app to create Folders in hubdoc that organise team Expenses & Budgets.
It would be good to be able to set additional Folder/Tag settings in hubdoc that could over ride the Global Supplier settings in hubdoc when a tag is added.
Allowing for the Suppler to remain the same but the contact, Tax rate, account and tracking categories to be applied from the Tag/Folder settings.2 votes -
Chart of Accounts - Include tax rate in US chart of accounts
The US version of Xero doesn't have a tax rate column in the "Chart of Accounts" tab. In other regions of the world (like Australia & England) their version of Xero has access to see that information.
It seems like a simple addition, as it has already been done, that could only help out those using Xero in the United States.
2 votes -
Xero Sign - Reviewer vs Signer
We have a numerous comments and feedback from clients and staff, that it would be great to have an option to include a reviewer of the documents even though their signature is not required. It would be nice to be able to share this information to group entities where the information is required by other individuals/entities within the group.
1 vote -
Xero Adviser Financials - Farming | have multiple P & L's for different farms/orchards in group
For large farms/orchards or multiple businesses in the group, needing a P & L each for each Farm and Orchard. Then a combined statement P & L bringing all the totals together with the group overhead expenses. Currently have to do separate custom reports in Xero then paste in, would be good to have it all formated in one spot not doing multiple reports and copying and pasting. Currently using another accounting software provider to do the financials and only using Xero to collect the date, would be good to have it all in one spot
1 vote -
AU Tax - ATO warning for Crypto Currency and CGT disposals when validating returns
we can now do a prefilling of a return very easily, however, we still need to go into the ATO website to download the full prefilling report (approximate 2 -3 minutes) to find any ATO warnings such a Crypto currency transactions or Capital Gain Disposals for shares....or even worse the client has a warning about excessive prior year deductions claimed. If this was to come across when Xero did the download ATO prefilling and come up on the Xero warning when you validate the returns ...this would save time and potential missing of these warnings
5 votes -
Hubdoc - Integrate with Google drive to upload invoices
It would be good if I could setup a google drive file/directory where we can drop invoices into it and they are automatically uploaded to Hubdoc. Other products do this but I would like to fully migrate
2 votes -
Xero HQ | Reporting - Bank feeds per client
A report showing which clients are using which bank feeds.
This would allow easy updates to client and internally when we become aware of a bank feed causing duplications or other errors.3 votes
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