Skip to content

For accountants & bookkeepers

For accountants & bookkeepers

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

412 results found

  1. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. To allow users to type the date in XPM.

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

    23 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Partners can see/change to all staff's dashboards from within their own dashboard.

    Purpose: to monitor poor performing staff in a timely manner

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
1 2 17 18 19 21 Next →
  • Don't see your idea?