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For accountants & bookkeepers

For accountants & bookkeepers

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439 results found

  1. Be able to view a job's state history - to see who has changed the job's state / marked the job complete and when.

    57 votes

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  2. 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.

    10 votes

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  3. 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.

    19 votes

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  4. Ability to add "Non Active" into return type when setting up clients in XPM for entities who are on our tax agency list but do not have to file a tax return.

    18 votes

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  5. Currently there is no option as was advised by your Support Team. This will help keep most Tax Returns & Activity Statements linked to the correct jobs irrespective of how & when they are created.

    59 votes

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  6. We would like to have the option to set up a template for emailing out our invoices from XPM. At the moment we are having to manually type the email.

    6 votes

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  7. Being about to print multiple Tax Returns by selecting the box in Returns and having a print options, it would be amazing if you could also select to redact Tax file numbers or choose to print them.
    At the moment I need to print 17 today, I have to go into each individual client and select the tax return, select to print etc. It would save a lot of time being able to print multiples

    10 votes

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  8. When will we have an option to update all client emails/phone numbers at the same time?
    It would be really helpful if the system would search for all 'same' emails or phone numbers and allow for these all to be updated/amended.

    31 votes

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  9. I often have a draft bill for recurring expenses that I need to edit. When I update the amounts, it updates the total on the bottom, but it doesn't update the amount in the upper right corner (why not?), so I have to edit that as well. This creates another keystroke and mouse move that is annoying. What is the purpose of that total remaining the same after I have made the other changes? It should update automatically.

    5 votes

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  10. Would like the ability to run a report with any fields that are available for the client - not be limited because a certain field is tagged as a job or tax field. Example is having a report with client, job and tax fields all listed

    5 votes

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  11. 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

    4 votes

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  12. Document packs that are cancelled, send a notification to clients. it would be good to be able to cancel the document pack and have the option of whether or not to notify the client.

    33 votes

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  13. It would be great to get a prompt or warning message that will appear when adding overlapping timesheet entries in XPM. Currently an 8hr day and end up more if time has been entered in twice....

    45 votes

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  14. We need the ability to add multiple email addresses for a client. Not extra Contacts, but the main email address for a client. Currently you can only enter one email address, this is the address that tax payment letters (for example) are automatically sent to. However, some clients want these to go to more than one address. We have to keep a separate spread sheet and our Tax administrator needs to manually send tax payment letters to those clients.
    Something similar to Xero Blue, where you can add an extra email address for invoices and statements to be sent to,…

    372 votes

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    Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.

    This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.

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

    16 votes

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  17. The option to have a draft automatically created when a recurring job is generated. Such as for GST and AIM.
    It would be very helpful by saving time and assist us in making sure they are all filed.

    26 votes

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  18. 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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  19. It would be great to have the ability setup recurring invoices directly in XPM for annual agreements rather than "pushing" recurring invoices similar to setting up recurring jobs in XPM.

    17 votes

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  20. 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

    18 votes

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