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1408 results found

  1. Xero Sign Address book or similar

    Would be great if Xero sign had some form of memory or address book for people who had previously signed, rather than having to input the details each time.

    Whether is was linked to practice manager or just within Xero sign, it would save time having to look up client email addresses, and possible typos in names/emails!

    3 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  2. Dear Support, it would be very handy to have a report so that we can ascertain the status of a clients AS. I know that there is the visual on the status bar. But if you do not have the AS an automated process, for workflow purposes, it would be good to know that is a client is scheduled to has an AS completed, that in fact, this has been completed in the workflow. Additionally for tax returns, a report that reads the status of the return, either commence in progress, not started etc. The ato reports only gives a…

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  3. Please provide the ability to report on the "Director Identification Number" field. The field should be included in the 'Client & Contact' templates.

    4 votes

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  4. set up automated messages when invoices are submitted in Hubdoc.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  5. As we identify Partner for job...useful to allow of custom notification to Partner please.
    Thanks

    1 vote

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  6. When we link XPM to Xero, we have to set up a code for Income. This is set to a default code (200 Sales) however we also use codes to differentiate income between Company Accounts, Personal Tax Returns, VAT work etc. Would it be possible to add something that allows us to select the code per job? Or alternatively to allow adding of tracking categories?

    1 vote

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  7. Custom task rate - although the charge out rate can be amended for individual tasks for a member of staff, there is no "from" date that can be specified so it is applied to all un-invoiced WIP. It would therefore be very useful to be able to have the ability to put in a date from when the new rate should be applied.

    5 votes

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  8. I'd like the ability to restrict who can see documents in Xero sign within the practice - then we can use it for all documents that need signing, including Staff contracts and other sensitive information that we don't necessarily want the whole team to be able to view.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  9. When a business incorporates we cannot add the date of incorporation and therefore cannot print reports for the first year correctly without further work. For first year accounts can you look to make it so that we can have an extended first year

    7 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  10. There used to be a tab where we could check which of our clients hadn't filed their GST returns on time, this has been removed, can you please bring it back as we now have no way of checking if we or our clients have missed filing a return.

    12 votes

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  11. Ability to customise the mapping of the workpaper hotlinks!

    The hotlink feature in workpapers is pretty neat in that it will automatically link in the relevent reports however this could be even more powerful with some very minor teaks.

    Firstly the new style reports would be a good start for replacement but what would be even better then this is the ability to amend the hotlink reports for clients either on a by client or practise level... i.e. if we had the ability to link in customised reports instead of just having the transaction report linked in - I know…

    3 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  12. It would be great to be able to see the balance owing once the BAS is submitted....have a client in credit and had to log on to my OSFA portal to check the running balance to let them know whether they had to make a payment yet. Would be great to get this data into Xero tax somehow. Anything that avoids us having to use the ATO portal is a great move

    13 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  13. Xero Sign

    Often I send husband and wife docs to sign.

    If we put the wife to sign their return, the husband cannot see it in the pack.

    This might have been some privacy idea but think in terms of a real physical meeting, you have both pwople checking both, or if you post, both check both. It makes sense they both unde4stand each other.

    So ability to see everything in the pack would be good.

    Current workaround is I put the return in the pack a 2nd time with no spots to sign, so the other person can see…

    9 votes

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  14. Ability to become an affiliate if not a BAS agent or tax agent.

    I am a chartered accountant with a finance coaching and Virtual CFO company but I am not a BAS or tax agent. I use Xero, train clients on Xero and recommend Xero to all of my clients and would recommend there was an affiliate scheme without having to be a BAS or tax agent.

    2 votes

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    Hi Lucy, to make sure I understand your idea here. When you say an affiliate would that be an affiliate to make use of AU Tax as a product or more broadly the Partner Program that Xero has for Practice users ? 

  15. I have a client family group with 4 people which lives at the same address and now they moved house, so I need to update their address in the system. Instead of updating the address for each individual, I am sure there is a way to prompt the system to detects this old address in XPM, it will then prompt me to change for all of them. I have seen this function when I was using the Solution 6 system about 15 years ago, so I am sure it is do-able.

    1 vote

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    Hey Johnny, thanks for sharing your idea!


    Just checking, the steps below are not applicable here?


    From our Change the address for all clients in a group article:


    1. Select Clients, then select the Groups tab.
    2. Click the name of the group, then click on one of the clients in the group.
    3. Click Options, then select Edit.
    4. Under Contact Details, edit the address details, then click Save.
    5. Click Update Related Clients' addresses
    6. (Optional) Click All Related Clients to filter related clients by relationships or group members. The filter only shows if the client has at least one relationship set up and is also a member of at least one group.
    7. Select the checkbox for each address you want to change, then click Update.


    Let me know if I've got my wires crossed!

  16. Hubdoc allows you to download all documents in a folder, and Hubdoc also allows you to download to CSV some document metadata. It would be very useful if Hubdoc had the ability to download documents by folder or by Tag, and further, if Hubdoc had the ability to download the Tags associated with a document when downloading the metadata.

    8 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  17. I'm a part-time bookkeeper and would find a Calendar or Task List such as Outlook provides very useful for setting up 'Reminders' to carry out certain time critical tasks.

    1 vote

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  18. If a staff member leaves, you would usually delete them as a user. That causes issues, however, if they have set up recurring invoices. These will be left as draft and will not be sent. It would be useful if you could keepa staff member but remove the access so that they can't log in themselves anymore, almost making them inactive?
    It is not as simple as resetting their password because of the 2 step authentication.

    3 votes

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  19. For the NZ tax returns can you add the Appointers to the Import function a bit like the beneficiaries, this is required to be reported to the IRD each year going forward.

    4 votes

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  20. On the New reports - the ability to set a date criteria on each report without it affecting all the other dates. I know you can set up in custom reports but is a pain.... If i wanted to whiz a new report off for a client sat in a meeting, i don't wnat to have to start and edit the layouts. The dates worked brilliantly in the old style management report. I thought it would work the same in the new ones but really long winded. Please can you make it so we can amend the date criteria at…

    5 votes

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