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For accountants & bookkeepers

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462 results found

  1. Currently when copying a job then the costs and milestones are automatically copied as well. It would be great to be given the option to copy these or not. Most of the time we do not want to copy these specifically the costs

    15 votes

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  2. We are wondering if you could add a script at the phone number field in XPM so that when we click on client's phone numbers, the website will trigger an application (such as Microsoft Teams) to make phone call. This will save us time having to copy and paste phone number onto the application.

    12 votes

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  3. Time Sheet Calendar.
    One of the best features of APS is the ability to enter time in a calendar view. You can specify the time units ie 6min, 10 min etc and it presents a week on view for you to add time aka MS Outlook Calendar.

    7 votes

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  4. Need to have the ability to add prospect relationships - currently if both spouses are added as prospects, you can't then link them as spouses in the relationships section. However, if one spouse is already a client then you can link the prospect as a relationship... this seems like an oversight in the platform. Need to be able to link prospects as spouses/family etc.

    1 vote

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  5. Edit Jobs Screen Filters: In the XPM jobs screen it is possible to created and save filters. However it is not currently possible to edit those filters, only clear them and start again. Please provide the functionality to edit existing filters. Thanks in advance, Petra.

    1 vote

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  6. Search functionality for custom fields, i.e. custom field: Trading Name can be searched via XPM search function.

    14 votes

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  7. Hello. Would it be possible to place a 'freeze' on the line that is below the below the Clients / Groups / Contacts? (like in the Freeze in Excel)

    2 votes

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  8. Can the Directors, Shareholders and Shares held, beneficiaries, Trustees etc in XPM be available to import into the Financial Statements template so it can stop you having to create custom fields with this information to report on?

    5 votes

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  9. It would be excellent to be able to see if a client has viewed the Xero Sign email pack.

    11 votes

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  10. For Practise Accounts
    have one section for internal notes on the client that can be updated
    - Files can be attached but not updated
    - Notes in a Report Text Box are only specific to that report
    Need a permanent place that I can add notes, instructions, updates to my staff dealing with a client

    6 votes

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  11. Would be great for team members to be able to enter timesheet credits for flexitime hours over their standard daily hours, without having to enable the Financial privileges option in Staff settings (as this then provides visibility to all timesheets, ability to lock/unlock timesheets, ability to enter time for other team members, along with various practice financial report features etc).

    2 votes

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  12. I have two situations where the billing in the financial part of the system was being charged by staff rate instead of by task rate. I am not sure why this occurred - possibly human error. So I created new jobs and tried to move the paid progress invoices to the new jobs but it isn't possible. Is there any way that we can move invoices in XPM from one job to another?

    5 votes

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  13. It would be great if when Archiving a client in XPM it also Archives it in your Blue Xero

    7 votes

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  14. Add the Ability to lodge NLA for TPAR using Practice Manager, allowing clients to sign the NLA and submit to the ATO. The ATO now allows the submission online for multiple years in one Submission, we would like to use PM to submit all ATO forms and advices. https://www.ato.gov.au/business/reports-and-returns/taxable-payments-annual-report/lodge-your-tpar/tpar-non-lodgment-advice/?=redirected_TPARnilreport

    17 votes

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  15. An easier way to schedule tasks. A lot of my clients create annual jobs with lots of tasks and want to be able to schedule tasks in the same way you can allocate staff. You hit a button and schedule all the tasks in a list with assignable start and due dates. I have more than 40 clients that I am doing implementation and training and XPM support for, and all of them has asked me for an easier way to do task scheduling.

    9 votes

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  16. Being able to pick specific due dates for recurring jobs, rather than having to select per day/week/month. BAS & IAS due dates will be different depending on how many days in the month there are.

    4 votes

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  17. when we have a report that we would want to specify the type of return e.g. ir3, ir4 there does not seem to be the IR4J specifically for when we file a IR4J on its own for members apart of a consolidated group and only require to file their own imputation return.

    It would be great if this could be included as this helps when reporting our internal filing stats.

    1 vote

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  18. When a new team member starts and you want to give them access to a large number of custom reports in XPM you need to add manually one by one for each report. Would love to be able to select a group of reports and add new team member in one go.

    4 votes

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  19. Do not understand why if a client files their own income tax return with Inland Revenue and an assessment is issued why this is not updated in XPM, issues arise that we have no knowledge of assessment so affects Provisional and Income tax notices

    1 vote

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  20. Would be great to be able to sort the timesheets by the column headings. They are blue but don't actually do anything when you click on them.

    1 vote

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