For accountants & bookkeepers

146 results found

1. Practice Manager | Staff - Filtering/Sorting by Jobs specific to staff member

   Ability to sort/filter the list so only jobs relevant to the staff member show, within the adding staff to jobs screen.

   Purpose: To easily see staff’s role within Xero Practice Manager.

   5 votes

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   0 comments  ·  Xero Practice Manager  ·  delete…  ·  Admin →
   delivered  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, sorry we've taken a little to wind back here. As you may have found late last year we released a few enhancements to Job Manager so you can now filter your jobs by Staff, Manager, and Partner! 🙂

2. Hubdoc - ability to recognise duplicate documents

   Hubdoc doesn't recognise duplicate document uploads, this is an important feature that is common in all other document handling software I have used in the past. Please add this feature to enable us to utilise the auto publish feature with peace of mind that we won't end up with many duplicate supplier invoices in our accounts.

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   0 comments  ·  Hubdoc  ·  delete…  ·  Admin →
   delivered  ·  AdminDana A (Admin, Xero) responded

   We can now happily say this has since been released and you can start enjoying the benefits.

   You’ll notice that duplicate detection picks up on any documents that have been uploaded more than once. If a document has the same supplier, date and amount as a document already uploaded, Hubdoc will automatically highlight the duplicate and let you know that a dupe has been detected. You can then either move the dupe to the trash, or mark it as not a duplicate if it’s been uploaded again for good reason.

   Check out our blog post for more on this release and don’t forget that if you need an extra hand with your Hubdoc queries, our support crew are always available.

   We hope that this feature will save you time and reduce errors in your bookkeeping so you can spend less time double-checking documents and more time on tasks you’d rather be doing!

   We can now happily say this has since been released and you can start enjoying the benefits.

   You’ll notice that duplicate detection picks up on any documents that have been uploaded more than once. If a document has the same supplier, date and amount as a document already uploaded, Hubdoc will automatically highlight the duplicate and let you know that a dupe has been detected. You can then either move the dupe to the trash, or mark it as not a duplicate if it’s been uploaded again for good reason.

   Check out our blog post for more on this release and don’t forget that if you need an extra hand with your Hubdoc queries, our support crew are always available.

   We hope that this feature will save you time and reduce errors in your bookkeeping so you can spend less time double-checking documents and more time on tasks you’d rather… more

3. Xero Tax - Suspend Activity Statements

   The new Suspend Tax Returns feature for Xero Tax is great! However could this feature please be applied to activity statements as well?

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   0 comments  ·  Xero Tax  ·  delete…  ·  Admin →
   delivered  ·  AdminDana A (Admin, Xero) responded

   Hello everyone, we want to let you know that this feature is already active in XPM. 

4. Delivery Note

   Xero is great for our Business, the only thing missing is a DELIVERY NOTE!!!
   Can you please look into it, allowing us to create Delivery Notes once the job has been invoiced.

   Thank you,
   Kind regards

   1 vote

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   0 comments  ·  Xero Practice Manager  ·  delete…  ·  Admin →
   delivered  ·  AdminDana A (Admin, Xero) responded

   Thanks for taking the time to share this with us.
   
   We recently released the ability to create packing slips when printing with new invoicing. Check out our support article for more info!.
   
   Though this might not meet the exact criteria of every business, but it meets the core needs of customers that need a simple solution. If you're finding this doesn't work for you, check out our app store to see if there's any third parties that could help you out instead.
   
   As this feature already exists, I'll go ahead and mark this as delivered.

5. Hubdoc - Make Hubdoc run normally when having more than 1,000 contacts

   Ability to make Hubdoc can run normally when there are more than 1,000 contacts in Xero.

   Purpose: It will improve the workflow of the user when they’re using Hubdoc, and they don’t have to merge/delete the contact in Xero.

   18 votes

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   8 comments  ·  Hubdoc  ·  delete…  ·  Admin →
   delivered  ·  AdminDana A (Admin, Xero) responded

   Hello community, we're pleased to let you know that our Hubdoc team has implement a fix that was causing slowness for those users with large Xero Contact lists, especially for those of you who have more than 1,000 contacts. So you'll notice a big improvement in Hubdoc speed now.

   Thank you for your input here everyone! I'll move the status of this idea to 'delivered' so the votes can be returned to you all 🙂.

6. Document Packs - Delete and Resend functions

   The Document Packs needs a delete and resend function.

   The delete function is necessary when client cannot open a document sitting in their Xero portal. The client can't delete it. We can't delete it. If we could jump into Document Packs and delete and/or resend, just like we do in Xero Tax, it would save a lot of time and frustration for both accountant and client.

   The resend function is also necessary when a client doesn't receive the email asking them to sign a document. The work around whereby we have to phone the client and walk them through logging into their Xero portal is a time consuming and frustrating process for both accountant and client.

   The Document Packs needs a delete and resend function.

   The delete function is necessary when client cannot open a document sitting in their Xero portal. The client can't delete it. We can't delete it. If we could jump into Document Packs and delete and/or resend, just like we do in Xero Tax, it would save a lot of time and frustration for both accountant and client.

   The resend function is also necessary when a client doesn't receive the email asking them to sign a document. The work around whereby we have to phone the client and walk them through logging… more

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   0 comments  ·  Xero HQ  ·  delete…  ·  Admin →
   delivered  ·  AdminDana A (Admin, Xero) responded

   Hey everyone, we've been taking all your feedback on board, and focusing on ways to give you some of that time back to do better things.
   
   With the team's latest enhancement you can now send personalised reminders to clients that still need to sign any document that was sent through document packs in Xero HQ, which should help you resolve these sticky situation you've mentioned above 😊 - See detail on how to use this in Xero Central.