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For accountants & bookkeepers

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475 results found

  1. 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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  2. 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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  3. Search job number by part numbers without 0's and J in front. eg. Search 2378 instead of J002378 in the search box in the Job Manager screen.

    1 vote

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  4. add a default GST rate for a specific task

    1 vote

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  5. 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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  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. 1 vote

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  8. 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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  9. Currently, when jobs are imported using a .csv file, the job number sequence is not updated and this has to be manually update it once the jobs have been imported.

    As jobs will need to be imported in manageable batches, there is room for errors to occur if the job number sequence does not automatically update.

    Can this be something that is looked into this coming year?

    You will need to manually update it once you've imported all your jobs.

    1 vote

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  10. Have the ability to allow Partner users to see whether business users have successfully connected their Xero file to the ATO for lodgement of activity statements directly from Xero?

    1 vote

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  11. When sending an email to a client and cc @practicemanagerfiles.com it would be good if you could send to multiple job numbers.

    1 vote

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  12. In XPM, have the ability to add timesheet narrations to a Billing narration from the “clock” window.

    1 vote

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  13. In XPM, if we want to look at what tax payment notices we’ve sent to a client, we can’t see this by looking at the individual client’s dashboard. We need to go to the tax menu then search the client. It would be good if we could see it on the individual client’s dashboard as a section in the Tax Returns tab.

    1 vote

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  14. Ability to report on all fields in XPM. Example, Fee from Refund. Odd to have fields available that no way can be used in any reports or export of data.

    1 vote

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  15. Please indicate on the attached page which staff are currently working. This would help with seasonal practices to turn on and off staff without having to open each record.

    1 vote

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  16. Ability to move active jobs within a client so that when the automatic retrieval from ATO (+New Return, +New AS, +New CURNN) goes to the top job on the list. At the moment it automatically goes to the last job created. This wont necessarily be the job you want the automatic retrieval to go against. Should be able to sort the active jobs so that this can happen. We currently have to go into the automatic BAS created, delete it, open the correct job and create a new BAS from there.

    1 vote

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  17. It would be great to have the ability to change the issue date for draft invoices created in Practice Manager. The only way to do this is to delete the invoice and re-create it which can be very time consuming. The Due date can stay as the company's default, and update according to the new issue date.

    1 vote

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  18. Currently when XPM gets the Summary of Earnings information from IRD and imports this into the XPM tax return, this imports all the names of where they have earned income from in CAPITAL LETTERS. This isn't very friendly to the eye and we will often go in and rename each of these imported lines so they look nicer.
    Or if these aren't edited, but other data is added e.g. business income, then the format won't match.
    All caps is very ugly!

    It would be great if XPM would import automatically with first letter in capital letter and the rest in…

    1 vote

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  19. XPM Standard reports - we need more filters added here for example ability to select partner/manager instead of running the full list. even being able to filter by job category would help on all standard reports.

    1 vote

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  20. Xero advisors in the US are climbing an uphill battle since Xero is not well known, I would love it if I could get on the advisor directory with less points. I cant get Xero clients without the directory but I cant get the directory without Xero clients. Its a catch 22

    1 vote

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