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8 results found

1. Hubdoc - Publish receipt to existing Xero bill

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   Danny Guy supported this idea  ·  30 January, 2024

2. Hubdoc App - Ability to upload multi page documents

   155 votes

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   submitted  ·  27 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   Danny Guy supported this idea  ·  30 January, 2024

3. Hubdoc - Document Merge

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   21 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   under review  ·  AdminDana A (Admin, Xero) responded

   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.

   Danny Guy supported this idea  ·  30 January, 2024

4. Hubdoc - Extract all line item details including inventory items

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   submitted  ·  15 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   Danny Guy supported this idea  ·  30 January, 2024

5. Xero tax (UK) | Sole Trader Accounts - Ability to generate a report without a balance sheet

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   9 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   under review  ·  AdminHannah G (Admin, Xero) responded

   Hi everyone, thanks for your interest in this idea. Although we haven't enabled the option to exclude a balance sheet from sole trader accounts within Xero HQ we wanted to share this very exciting update with you. We recently released a direct import of the P&L from Xero onto the self-employment worksheet within Personal Tax, without the need to map the account codes and generate a set of sole trader accounts.

   Previously we only supported an import from Sole Trader Accounts to Personal Tax which for some of our partners involved an extra step, particularly for smaller clients who typically only receive Income & Expenditure accounts. We hope by adding this functionality that you will be able to maximise the more flexible reporting capabilities within Xero to produce accounts for sole traders. This new feature is not simply an import either, it also supports cash-basis, allows you to manage the account code mappings and click through from the personal tax return to see the breakdown of the transactions which have been included. This workflow still fits in perfectly with our in-built e-Sign solution, Document Packs, also as the report generated within Xero can simply be published and included with the tax return to go out together for signature.

   There will be further enhancements to our direct integration from Xero to Personal Tax too, so watch this space

   Hi everyone, thanks for your interest in this idea. Although we haven't enabled the option to exclude a balance sheet from sole trader accounts within Xero HQ we wanted to share this very exciting update with you. We recently released a direct import of the P&L from Xero onto the self-employment worksheet within Personal Tax, without the need to map the account codes and generate a set of sole trader accounts.

   Previously we only supported an import from Sole Trader Accounts to Personal Tax which for some of our partners involved an extra step, particularly for smaller clients who typically only receive Income & Expenditure accounts. We hope by adding this functionality that you will be able to maximise the more flexible reporting capabilities within Xero to produce accounts for sole traders. This new feature is not simply an import either, it also supports cash-basis, allows you to manage the… more

   Danny Guy supported this idea  ·  30 January, 2024

6. Xero Tax (UK) | Prevent the auto-reversal of negative balances so we can offset debtors and creditors where necessary

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   8 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   under review  ·  AdminHannah G (Admin, Xero) responded

   Appreciate your input here, everyone. Our team is aware of the challenges our partners are facing around the auto-reversal of negative balance. It’s on their roadmap to investigate and provide a better user experience.
   
   For the time being, I’ll move this idea into ‘Under review’ status. And when there's movement, we'll make sure to come back here and let you all know.

   Danny Guy supported this idea  ·  30 January, 2024

7. Xero Tax (UK) - Support for custom notes in Financial Statements

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   2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, reviewing this idea our team are exploring the possibility of adding the ability to add a number of Freeform Notes in some of the Financial statements for FRS102 1a as part of our plans to improve the Notes & Disclosures and offer greater flexibility. We'll round back to share once we have confirmation for you all. 🙂

   Danny Guy shared this idea  ·  07 October, 2022

8. Financial Accounts - Switch rules effect notes

   31 votes

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   5 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for your interest in how we could enhance notes in reports for you. Our product team is currently conducting research to identify areas for improvement in the Notes to Financial Statements in Report Templates.

   We'd greatly appreciate your input on where they can focus their efforts, and have created a brief survey to gather your feedback. Please share your thoughts. It takes about 5 mins to complete, and your contribution will be invaluable to the teams discovery. We also welcome you to share this with your colleagues who may like to contribute, too!

   Danny Guy supported this idea  ·  07 October, 2022