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For accountants & bookkeepers

For accountants & bookkeepers

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401 results found

  1. Have the ability to search the client list by TFN or ABN

    14 votes

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  2. Delete Multiple Jobs. When you want to cancel/delete a job, you have to do this one by one. This is okay but if you have like 30 BAS jobs from x client, it is a pain to delete one by one.

    14 votes

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  3. Xero Practice Manager - Tax

    I want to be able to run two reports to see which staff have tax access to which clients and to see to which clients a staff member has tax access. This is very important for security purposes and additionally to help us meet our obligations as tax agents.

    8 votes

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  4. The ability to file AIM returns on a cash basis is important for clients for cash flow purposes. Some clients deal with large invoices that don't get paid out within the same period they are issued. This can inflate their tax figure for the period and strain their cash flow until they get paid.

    1 vote

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  5. There is an issue with AIM reports going direct to filed tab and have to be individually moved to archived.

    There should be some bulk ability to move filed to archive

    2 votes

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  6. If you have your firm time billing set to round up then all of the reports - even actual time reports, report the rounded hours and not the actual minutes worked. This is really inaccurate and makes it really difficult for me to get a good gauge on employee billing and performance. Please look at amending any reports using a rounded time figure that should be actual time.

    In addition and also critical to this issue XPM timesheets for payroll but I am also pretty certain that if you are using XPM timesheets for your payroll it pulls/exports the rounded…

    2 votes

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  7. Client Relationships Report
    Currently, the custom report allows the user to add the Related Client's Name only. Would be good to be able to include a unique identifier as well for the related client, such as the Export Code for that related client.

    1 vote

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  8. Client Contacts - Option to Link to a Client Record + Data Synchronisation

    1 vote

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    Hey Peter, having read over your idea a few times, I'm not 100% sure I understand exactly what you're asking for. Would it be the same as either of these two ideas? 

    If not, would you mind providing a few more details so myself and other users can better understand and upvote it? It'll also mean I can make sure it gets in front of the right product people at Xero 😊


  9. Would be great if we could update fields in one go for multiple entities across a group (similar to how the address field allows you to). For example, the Partner, Manager, Class, etc is generally the same across the group (how we use it), so it would be good if we could update these sections for everyone in the group in one go (even if we need to access one of the entity profiles, and from there it asks if we want to update the other entities as well).

    23 votes

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  10. It would be great to be able to move timesheet entries between tasks/jobs from within a draft invoice.

    Currently if an employee has allocated time to incorrect job or task, it appears the only way to correct this is to delete the invoice, open the job, move the timesheet entry and then create a new draft invoice.

    Thank you

    3 votes

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  11. KPI DASHBOARD - BUILD REPORT ON CUSTOM PERIOD

    WE WOULD LIKE TO BE ABLE TO BUILD THIS REPORT UNDER REPORT BUILDER OR EVEN WHEN YOU EXPORT IT THAT YOU ARE ALLOWED TO EXPORT IT FOR THE WHOLE YEAR AND NOT ONLY FOR THE 4 MONTHS & YTD THAT IT CURRENTLY ALLOWS YOU TO DO

    6 votes

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  12. Ability to have invoices created in Xero to import into XPM with Description included

    1 vote

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  13. Bulk edit milestones
    I am trying to utilise the Important Dates page in the Job Manager and there is older jobs that are clogging up the page with overdue milestones that no longer apply. How to I remove all of these in a bulk process? There is over 3000 milestones that need to be removed. Currently support has told me there is no way of doing this apart from deleting each milestone on each job one by one.

    14 votes

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  14. Change Capacity under Settings/Practice to allow for Saturday and Sunday so that on the Dashboard for Time Summary the time entered on Saturday and Sunday shows and is reflected in the Productivity circle on the Dashboard

    8 votes

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  15. Some of the field labels in a report don't match the field in the profile, which can cause confusion, incorrect reports and more time spent on building reports than needed.

    For example, on a client profile, we have the 'Partner' and 'Manager', however, when trying to report on these fields, they are called 'Account Manager' and 'Job Manager'.

    It would make reporting easier if all labels/titles matched or at least referred to them, e.g. Account Manager (Partner).

    10 votes

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  16. Currently, there’s no functionality in Xero Practice Manager to edit job names in bulk. This would be an extremely useful function for us. For example, we have a large number of Client Services jobs which need updating and without a bulk update function we need to do this manually, job by job which takes far too long.

    11 votes

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  17. In XPM, there is a subtotal of all the amounts of each task in the fixed price column. It would be handy to show a subtotal of all amounts for each task in the calculated column. This would allow you to see, at a glance, the write up/down for the invoice.

    2 votes

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  18. Only one contact in XPM can be a 'Primary' contact so our correspondence pulls through only the salutation for that contact, however the entity may be a partnership, trust or company and need more than one person included. This means we need to manually add any other salutations, which is not ideal and leaves room for error. The option to add multiple 'Primary' contacts would solve this issue.

    2 votes

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  19. the function to search for clients needs to be easier (similar to the search function) when you are trying to run reports in XPM. It is tiring to go through 3,000 clients on a list to select the one I want to view as the function to run reports only allows me to type the first initial.
    It takes us almost 5-6mins to run a simple report

    5 votes

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  20. Ability to report on New & Archived/Terminated Clients with dates they were added/archived. Helpful for Practice Reporting & assessing promotion results etc.

    6 votes

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