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For accountants & bookkeepers

For accountants & bookkeepers

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408 results found

  1. Would like the ability to schedule the automation of reports and be emailed to staff. For example, schedule each Monday morning to have a WIP Aged Ledger report processed and emailed to staff.

    1 vote

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  2. Enable the ability to generate a report that includes users for each client organisation that includes users who are not staff members so that you can quickly see if the correct and relevant people are accessing the Xero file and know if you need to remove users who shouldn't be there.

    1 vote

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  3. It would be great to have tasks within jobs (XPM) link to Xero Blue's item codes so that when importing bulk invoices, they can be allocated to a specific task/item code. This will allow for easy reporting both in XPM/Xero Blue.

    Otherwise, it would be great to have an option to allocate a task to invoices in Xero Blue that links back to the relevant task in XPM, similarly to the way the Reference field works for jobs.

    1 vote

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  4. Document Management System should integrate with One Drive (for Office 365 Users)
    Paying extra subscription for additional DMS will not be required for most of this was integrated.

    1 vote

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  5. Is it possible to have access to be able ''add'' in a custom column to the Job Manager screen as it is not currently possible to add an extra column to the job manager, as the columns are not customizable. Thanks.

    1 vote

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  6. Having the ability to create a separate set of work papers for the practice that is confidential and not visible to all users.
    At the moment staff can see the practices private and confidential financial information.

    1 vote

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  7. XPM Custom Report - Allow field selection & criteria to access client, tax & invoice data. We need to run a report that will check if a tax return was created within a date range and then check if any invoices were created during that same time. Currently we have created a custom report of clients who we have started a tax return for and then we manually have to check if they were invoiced.

    1 vote

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  8. Expose the staff billable rate on the XPM API?

    The billable rate for staff timesheets/tasks aren't available for jobs until they are invoiced, and there's no way for integrations with XPM to understand the in-progress cost of a job without getting the staff billable rate... or if there's an override on the job.

    1 vote

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  9. Would like to be able to add a new custom column in Job Manager so we can filter by Year or Job Name.

    1 vote

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  10. When using the report builder in XPM and going into the samples tab - there is a lot of reports and it can be quite overwhelming. Tags for types of reports / ways to search / filter the list would be a great addition for being able to work out the sample report that would be most beneficial to build out for my needs.

    1 vote

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  11. When completing a tax return in XPM, have the audit check feature check the IRD number for hyphens so it's in the correct format. If the number is entered with spaces instead of a hyphens, the audit check lets it pass, and throws an error when submitting.

    1 vote

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  12. One product idea for people working under multiple practices, would it be possible to have all the Xero tax functions included? Eg, Income tax, BAS, company return etc.

    Similar to adding multiple clients under the practice, this would really help for people working under multiple practices.

    1 vote

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  13. Would like to have the ability to not only filter by staff assigned to a job but the staff who have added the WIP to the job. ie. Show me all WIP added by staff member John Smith where it only shows the jobs that have WIP that has either come from their timesheets or they have added the costs to the job.

    1 vote

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  14. 1 vote

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  15. add a default GST rate for a specific task

    1 vote

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  16. 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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  17. 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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  18. 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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  19. XPM - Mark Jobs and Recurring Jobs as Private so that only the owner/assigned staff see them

    1 vote

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

    1 vote

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