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For accountants & bookkeepers

For accountants & bookkeepers

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408 results found

  1. The ability to create permissions for XPM that are assigned to a user role that is templated and then can easily be bulk assigned to staff within the practice.

    8 votes

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  2. Please can you design an app for XPM to record time on the go. It was such a wonderful feature when integrated with workflow max and would help so much when visiting clients on the go.

    8 votes

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  3. Automatic Activity Statements - Partner/Manager Fields.
    Is there a way for the creation of Automatic Activity Statement Jobs to have the Partner and Manager for the entity pre-filled on generation?
    It is time consuming to go through each AAS Job and assign Partner/Manager so it appears in worklists.

    8 votes

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  4. Xero Practice Manager - Tax

    I want to be able to run two reports to see which staff have tax access to which clients and to see to which clients a staff member has tax access. This is very important for security purposes and additionally to help us meet our obligations as tax agents.

    8 votes

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  5. P&L - Tracking categories (cost centres) in rows and analized per periods (in columns) . When I run this report on xero, it shows me in the same column (period and cost centre), the cost centre should be displayed in rows. Really annoying that this option does not work properly as its impossible to analyse anything.

    8 votes

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  6. Change Capacity under Settings/Practice to allow for Saturday and Sunday so that on the Dashboard for Time Summary the time entered on Saturday and Sunday shows and is reflected in the Productivity circle on the Dashboard

    8 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

    8 votes

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  8. 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.

    8 votes

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  9. It would be great to be able to look at 2 different accounts/companies at the same time to compare and check timesheets in WorkflowMax. We have staff working over 2 accounts/companies and would love to be able to check they have done their designated hours between both.

    8 votes

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  10. XPM include archived clients in XERO search / list endpoints. Similarly, to how contacts in the accounting API are handled by passing the includeArchived=true query. This will allow clients from XPM with a status of ARCHIVED to be included in the response.

    7 votes

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  11. 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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  12. Have logged this support query, which I also raised a number of years ago and cannot believe how this has not been fixed. Answer from support below:

    In XPM there is no first and last name field for contacts, rather it is just one box for the Name field. While in Xero there are two fields to put a contacts first and last name separately.

    So when a contact on a client syncs from XPM into Xero it is placed into the Last Name field as it recognises the name as one field. Currently, the only way to resolve this…

    7 votes

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  13. We can search by client. We can search by group (if using group='name'), but we can't search or filter by billing clients. This would be handy to see this option in the WIP menu so all related jobs to that billing client are presented for drafting invoices. Currently the only means to achieve this is via the Business>Invoice menu but the job and WIP display is not as ideal or helpful.

    7 votes

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  14. I'm looking for a report that shows me job workflow state changes. I'm sure XPM stores this data, but doesn't seem to report on it anywhere.

    Essentially, I'd like (for jobs that meet some search criteria, creation date or job name or whatever else):

    State changed date
    State changed from
    State changed to
    State changed by user

    This is effectively an audit trail on the progress of a job (or ideally, multiple jobs). The fact this can't currently be done (unless Xero Support has pointed me wrong, in which case please do correct me!) is mind blowing!

    7 votes

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  15. We have an abundance of deregistered clients/entities in our client list. We would like the option of archiving these clients, but if they are still linked through the group, then they still show up under the group profile - but maybe in a separate section, so the group profile could list current clients and archived clients.

    Ideally, we want to archive them because they aren't an existing client anymore, however, we would still like them to be visible/searchable with the client data, so we can see their historical entities and for other reasons.

    Note, this would also work well with…

    7 votes

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  16. In XPM there is currently no option for Unitholders in the Relationships section. Currently need to use either Shareholders or Beneficiaries so that information flows into Group Structure charts that receive data from XPM, neither being ideal particularly when sending that chart to banks.

    Request that a Unitholder option be added to the Rekationships.

    7 votes

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  17. In XPM Report Builder, for "Monthly Summary" report types, there needs to be an option added for 12 months of data to report.

    This would allow a full financial year's worth of data to be summarised monthly where required.

    7 votes

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  18. It would be great if when Archiving a client in XPM it also Archives it in your Blue Xero

    7 votes

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  19. Hi Support,

    When you view a group in XPM it shows you the recipients, the phone and address fields, it would be amazing if the mail email address was also displayed.

    Thanks

    7 votes

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    Thanks for sharing your idea here, Rosalie - Is there a particular reason you'd find it useful to view the email address here? 

    This would be good detail to share back with the team, and may help others to see how this could benefit them too 🙂

  20. 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.

    7 votes

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