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For accountants & bookkeepers

For accountants & bookkeepers

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462 results found

  1. Be able to link multiple Xero files to one XPM client.

    34 votes

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  2. Sorting Draft Invoices by Job Type

    Every quarter we invoice a large amount of standard disbursement costs these all come from a particular job type.
    It would be great if we could sort by job type so we could bulk approve these invoices. Currently it looks to sort by job number. This means when I 'select all' I have to manually go through and untick the draft invoices that have another job type. I have tried to set a filter to only show text with 'Quarterly' which shows in the job type but this produces no results.
    Does anyone have…

    3 votes

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  3. The recurring job search is sensitive to macrons etc so clients are not showing up when you search. This is unlike the client search which picks up the client whether there are macrons or not.

    2 votes

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  4. Have standard merge field for Partner, Account Manager, Job Manager for letter templates, email templates etc

    6 votes

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  5. Recurring jobs - add or change tasks & costs for each recurring job

    2 votes

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  6. We have an increasing number of clients with compromised TFNs that have had to get added security on their ATO lodgments. When we lodge for these clients, it isn't always obvious if it's gone through or not, and as it is our assistants lodging and not the client managers, we can't expect them to memorise every secured client off by heart. We need a way to flag the client (other than a client note or a note on the form as these aren't checked regularly as part of the lodgement process).

    This is becoming a bigger issue as scammers are…

    4 votes

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  7. Provide an option under the client group to bill wip that's under multiple clients in the group with one invoice.

    At the moment it appears this can only be done under Invoices in the Business menu. Under the client group itself, while an invoice can be created for multiple jobs for one client, you can't create a single invoice to bill wip that's under multiple clients in the group.

    9 votes

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  8. The job budget is a key piece of information for all staff to have visibility. However the Budget field on a job is only visible if staff have Access Financial Data permissions. Giving Access Financial Data permissions allows staff to view and edit client billing details, edit practice subscription and export subscription. Surely, such wide ranging powers is not appropriate for ALL staff.

    Surely this permission should fall under the "Manage Jobs" permission matrix not under Finances permission matrix.

    3 votes

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  9. It would be great if they system would not allow disbursements/ costs to be added to closed jobs.
    This can cause a lot of admin work when Xero fees are bulk imported to our clients accounts job but is then closed once the accounts have been completed. We have too ensure the job number is updated on the import each time we close a job as the system will allow bulk uploads. It would be great if an error code showed and did not allow this to occur.

    23 votes

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  10. There are client level fields for phone and fax numbers. We have not had a fax machine in the office for a number of years. and it would be more useful to have these fields nominated as landline and mobile numbers. Consideration would have to be given to how this meshes into FYIDocs and FuseSign as FuseSign has issues if the phone number field does not meet its defined parameters.

    64 votes

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  11. If we have the functionality of creating multiple tasks then it will be a good idea to have functionality of ticking off multiple tasks also. As this will save in energy and time.

    3 votes

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  12. Would be great to have a field option in the Report Builder that can show if a Tax Return was prepared as a 'Final Tax return'.

    4 votes

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  13. Keep the Xero Classic Look everyone preferred.

    The design of the Job Manager page is sadly reminiscent of an excel spreadsheet.

    One of the enjoyments of the Xero software compared to its competitors are the fresh, clean pages that make it inviting to use. The Job Manager board is missing the 'attractiveness' that has been part of Xero's signature branding.

    Specifically black text, flat checkboxes, grey cell borders and grey column headers makes it feel like an outdated 1990s program.

    With more Xero pages in Xero Blue also moving in this design direction, I am hearing similar comments from my…

    3 votes

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  14. Can you please add the GST filing frequency as a field to filter on when creating or building reports relating to GST.

    This is currently not an option to enter when adding a new client, would be great if you could though.

    2 votes

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  15. When we export draft financials from Xero we have to untick the option for decimals places to be removed in individual report which is time consuming.

    We would like the Xero team to provide an option that is available to exclude decimals when we export the reports as styled PDF, so that this option gets applied to all the reports while we are exporting only for the reports that are included under the financial reporting bundle.

    See attached the screenshot where we would like this option.

    We hope this is doable and Xero product team would come up with this.

    2 votes

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  16. Allow users to create Client Action Flags that show up on clients' main screen. This could be used for "Client is moving to another practice" or "No work until bill is paid" or whatever VITAL piece of information any staff member may need to know.

    1 vote

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  17. Be able to set priority on recurring tasks. It's ridiculous having recurring jobs which you then have to set the priority every time it pops up, it makes setting the recurring job almost ridiculous.

    1 vote

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  18. When invoicing a job for a client that has a Billing Client I would like to able to sometimes invoice the Job Client instead of the Billing Client. Currently if there is a Billing Client exists XPM forces you to invoice the Billing Client.

    3 votes

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  19. I'd like a dashboard showing all clients listed under our organization with all banking details as well as in the moment bank feed status (ie: is the bank feed active, does it needs to be refreshed, has it dropped). This would enable those that have many clients under their organization to work smarter to fix bank feeds as soon as they're down without delays.

    91 votes

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  20. 2 votes

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