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For accountants & bookkeepers

For accountants & bookkeepers

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1456 results found

  1. 1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. To make users able to search account name & code within the supplier configure rules setting.

    Purpose: To make users easier to search account name and code when they’re dealing with larger charts of account lists.

    10 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  3. Ability to merge documents in Hubdoc.

    Purpose: To easily combine separated pages of a document into one.

    166 votes

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    20 comments  ·  Hubdoc  ·  Admin →
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    Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented. 


    That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow. 


    For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.

  4. To have a column in the return screen that shows the detail of the tax return (e.g. estimated tax payable / refundable and / or the Taxable Income amount).

    Purpose: To make the accountant easily review the tax summary returned.

    23 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  5. Ability to have alert when action is required for a tax return

    Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.

    18 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  6. Ability to move negative comparatives into a different lead schedule.

    Purpose: To make the lead schedules consistent with the layout of the accounts.

    6 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  7. Upload multiple page documents as one through Hubdoc mobile app.

    Purpose: Ease of use - Upload multiple pages using one device without having to send and upload through desktop.

    154 votes

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     ·  25 comments  ·  Hubdoc  ·  Admin →
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  8. Ability to save a document in Hubdoc to Onedrive for cloud storage.

    Purpose: To easily send the document to Onedrive.

    79 votes

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    20 comments  ·  Hubdoc  ·  Admin →
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    Hi community, thanks for sharing how we can improve Hubdoc for your business. While we'll continue to review and consider these sort of integrations overtime, we want to open that we don't have plans to integrate Hubdoc with Onedrive at this time. If there is any change or progress to share around this, we'll return to let you all know on this idea.

  9. Ability to preview attachment before downloading it.

    Purpose: Good for clients who want to preview the document without having to download it.

    11 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  10. To record details of queries sent from Xero Ask such as
    - created date
    - Who created
    - date sent
    - who sent it
    - recipients that received the query

    Purpose: This would be helpful when a client says they have not received a query

    19 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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    Appreciate wanting history for Xero Ask queries. 

    This was briefly looked into, however I do want to confirm that there are no plans for developing history for Xero Ask at this time.  


    We'll move the status of this idea back to submitted and continue to get a sense of the interest around this, here. 

  11. Ability to copy transactions directly across from a Xero org to Workpapers

    Purpose: Save time and manual steps involved in having to download and re-upload individually

    16 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  12. Option to choose where the logo is shown

    Purpose: Consistency with brand/business internal guidelines. Formalities and looking professional to clients/stakeholders

    31 votes

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    6 comments  ·  Xero HQ  ·  Admin →
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  13. Ability to roll forward balance sheet items and permanent documents when finishing a set of workpapers

    Purpose: to reduce time spent recreating them in future years

    94 votes

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    6 comments  ·  Workpapers  ·  Admin →
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    Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.

  14. To have the feature where there’s an alert in Xero HQ when a return lodge is rejected by ATO.

    Purpose: This will help Accountants can easily know which Xero org that the return was rejected by the ATO.

    23 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  15. Group Custom Fields - it would be very useful to be able to assign custom fields to groups rather than only contacts & individuals, then be able to report on these fields. This would help with areas such as marketing, estimated fee groups, and handover notes.

    We currently use the main billing entity but this would save a lot of time and improve efficiencies.

    0 votes

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  16. I not taking the payroll service. However, I submit the employee claim through expense claim. Under contact, hope it can flow to the employee, instead of suppliers?

    0 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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