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For accountants & bookkeepers

For accountants & bookkeepers

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401 results found

  1. In Xero Practice Manager's dashboard be able to enter leave by selecting a start and end date. So we do not have to enter each day one at a time, especially when you have long service leave to enter! This is extremely time consuming and irksome.

    5 votes

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  2. Can we pretty please have a new drop down box in the general client information area where we can enter a client's preferred pronouns?

    2 votes

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  3. Many of the to-do items under tasks aren't useful or applicable to us. We would love the ability to add meaningful to-do items to our tasks as a default, not on a job by job basis.

    3 votes

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  4. Using notifications are a great way to communicate on a job and keeping the history of the same. One frustration I have is when a new note is created I get a notification to tell me a new note has been added but I do not know what the subject of the new notification is from my on screen notification. This can be a problem as some notifications take only a few moments of my time whilst others require me to set aside a substantial amount of time, but I cant tell which it is from the on screen notification.…

    1 vote

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  5. The ability to filter whether a client has coded their file to a certain date. Filter through XPM list of jobs (eg BAS) by clients who’s file is ready to prepare.

    4 votes

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  6. Regarding the newly added "Other Name" for individuals and sole traders the following:
    Please add this field as a column on the screen that lists all the clients.
    The reason why we are urgently asking for this is that we only use Initials + Last Names in the display name (as this works better on reports and invoices) and we have multiple individuals with the same last name (even with the same initials). If the "other name" is shown on this screen, it would make it so much easier to select the correct client to work with.
    Please see the…

    1 vote

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  7. When running a report from My Reports it opens first on the Report Designer page allowing you to check/change the parameters, rather than having to revert to the Report Builder and Custom Reports to do so.

    1 vote

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  8. Timesheet. Be great if you could see a visual (graph) of your daily timesheet rather than just the time 24 hr posted list. Then you could get a visual of how long and for what hours you spent on each job, eg 8am to 9am job A, 9am to 11am job B, how long you didnt work eg lunch and it would be heaps easier to see if you had made any errors in submission of time. Even though there is the time summary graph which shows hours worked, it doesn't help troubleshoot if you think your time not correct…

    1 vote

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  9. To make it easier to create jobs in XPM it would be useful to have a link to create a new job once you have unsuccessfully searched to see if there is a job already set up for the client. At present you have to log out of job search then create a new job, which involves finding the client name again.

    6 votes

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  10. Suggestion to have the ability to enter 'Ad Hoc' time in the same place you enter time for jobs - i.e. in the Timesheets screen, rather than going through the 'Global Search' screen.

    You would select a client first, then select Ad Hoc Time or a job (if an active one exists).

    Also, when selecting a client, it would also be handy to be able to start typing a few letters from anywhere within the client name, rather than having to type the first letter or scroll down using the picklist.

    5 votes

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  11. Xero should be able to offer billing in other currencies as currently they are unable to bill Xero Practice Manager in SGD.

    I was advised by Xero support, that this is because they are part of their Global billing in Practice Manager, so it will automatically be billed in USD.

    However, their Xero Accounting invoices are billed in Singapore Dollars, so not too sure why similar principles don't apply?

    2 votes

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  12. To allow users to type the date in XPM.

    Purpose: Because it is easier to type the date instead of the date picker.

    22 votes

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  13. NZ Tax
    Currently, in XPM it's only possible to customise a cover page of a tax return. However, it's not possible to customise the actual return including the last page.
    We'd like to be able to customise the last page to enable an anchor phrase to be entered to assist preparing templates for DocuSign automated signing platform.

    1 vote

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  14. XPM Graphs - please add a dashboard for managers to see the graphs similar to the one presented to each user for all the people they manage

    3 votes

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  15. It would very helpful to show the "Amount due" and WIP balances on both of the CLIENT and GROUP listing screens.
    At the moment these screens shows the telephone number and address which does not help at all. At the very least give us the ability to customize
    these columns so that we can "choose" what to see

    3 votes

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  16. Currently staff members are notified via email if they are added to a new Job Task. Can the notification be be sent when an employee is added to an existing Job Task?

    2 votes

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  17. Provide the ability to rename the Partner and Manager field. EG change them to Manager and Accountant

    2 votes

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  18. When the report is extracted through Report Builder, the value for Title field is always under Uppercase even though it's Proper case when we first select the option on the client section.

    This is causing unnecessary extra work for us to fix it manually every time we run the report.

    The report should show the same value as how it's entered.

    1 vote

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  19. Xero to automatically log the time you spend in each client and summarise monthly/ average 12 monthly.

    No stop/start. 10 minute auto logout.

    Advantages: no additional work for the user
    Disadvantages: not an exact science.

    4 votes

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  20. Be able to tag clients

    Purpose; so we can bulk tag non current clients for archiving and create jobs for the next days individual tax returns.

    5 votes

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