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For accountants & bookkeepers

For accountants & bookkeepers

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408 results found

  1. 1 vote

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  2. add a default GST rate for a specific task

    1 vote

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  3. It'd be extremely helpful to have a field available for any type of client where a registered business name can be recorded, and if the business name is searched in the client list, the entity that the business name is recorded against shows up.

    For example, if Joe Bloggs Pty Ltd owns the business name Bloggs Flowers, we could search for Bloggs Flowers in XPM and Joe Bloggs Pty Ltd would show up.

    1 vote

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  4. Hi it would be good if we could import some costs into XPM which are marked as Not billable (eg xero costs) so when doing the invoicing we don't have to untick all the boxes.

    1 vote

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  5. It would be great to be able to create templates emails for sending stuff from XPM. Currently you can only include a standard signiture.

    1 vote

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  6. XPM - Mark Jobs and Recurring Jobs as Private so that only the owner/assigned staff see them

    1 vote

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  7. It would be great to be able to attach document and notes t Recurring jobs in XPM

    1 vote

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  8. The ability to view/ create Reoccurring jobs within the individual Client. at the moment its a very different setup to create Reoccurring jobs.
    Additionally the ability to convert a single job to a reoccurring job. Will make creating jobs much easier.

    13 votes

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  9. We leverage the Income Tax Client Report within XPM, and report on lodgements leveraging this data. It would be great if there was the ability to schedule the Tax Agent Request to the ATO for refreshed data - e.g. once per week, so that the reporting we have is automatically refreshed periodically and this doesn't rely on a person refreshing the data manually.

    1 vote

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  10. Would be good to be able to run a report with the Losses fields & IC's fields to be able to cross reference with the IRD agency reports since we have to manually add these

    1 vote

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  11. 1 vote

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  12. It would be a great help if we could update status for a job as and when the timesheet is done.
    At the moment we go to each job and update the status at the end of the day. In my opinion this would save lot my time hovering around.
    I have attached a screenshot in pdf to better explain.

    63 votes

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  13. Being able to complete timesheet using start and finish times as an option rather than just the option of filling out in hours/minutes spent on a job. This assists in tracking time throughout the day

    6 votes

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  14. Business Snapshot - I see that business snapshot contains figures that can help small or big businesses interpret their business flow. Is it possible if Xero can add a feature where there is a suggested inputs or tips to increase profitability or current ratio if the business has low results, identify risks as well through the generated reports in system?

    1 vote

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  15. Can a search function in XPM be added to search for amounts that have been paid by clients from the Business Invoices program?

    2 votes

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  16. Would love to be able to bulk assign a contact to multiple clients in XPM. We are in the process of cleaning up the duplicate contacts as the existing contacts can now be re-used across multiple clients. We found it very time-consuming to assign contact one by one.

    1 vote

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  17. I believe it would be very beneficial if there was an option to have an overall notes section for each column, and not just only a notes section for each specific return / activity statement. Rather this notes option would just be for the client as a whole, so the impotant notes could be stored here. It is easier to record previous discussions that may have been made about the client and their specific situations. This will make it much more accessible to see the whole history of the client with just one click.

    2 votes

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  18. Timesheet view and function similar to outlook calendar. Where it shows your timesheet entries like meetings on your calendar.

    1. It would be quick and easy to identify gaps you are missing
    2. Being able to drag them to extend or reduce entries
    3. Being able to copy and paste an entry. Make for faster input.
    6 votes

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  19. Xero Practice Manager Timesheet upload. We have staff that complete the same administrative tasks each day every week for up to 50 clients a day. Entering these times in XPM is extremely time consuming and the time spent rarely changes. It would be extremely useful to be able to import a timesheet template with set clients/tasks/times. Then they only have to make modifications to timesheets. This would reduce time entry burden by two or three hours per week.

    7 votes

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  20. Currently only able to raise progress job invoice in client. abilitiy to raise both progress and final invoice would be better than having to go to invoicing to raise final invoice.

    2 votes

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