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For accountants & bookkeepers

For accountants & bookkeepers

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401 results found

  1. Would love to see features to the group profile. Even if they were custom tabs from the business settings (so it applies to all groups). Some ideas are:

    1. Group information - could be a list of the clients and their partner, manager, class, etc (would be great if each firm could select what client details they want to include from their business settings).

    2. Client Fees - could use this section to add services, fees and notes for each client, and then have this total per service, client and group. This way you can update on the go and see the…

    7 votes

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    Great to hear you're expanded thinking on the Groups here, Melanie. 

    It'd be good to get a sense of interest in each separately. 

    I've slightly changed the title of your idea here and welcome to add others for the other ideas you think of around this. 🙂

  2. Removal of 'completed' jobs from the job list when preparing an invoice in XPM.

    Sometimes we invoice a parent client with multiple entities jobs appearing and this can be very hard to navigate when looking for current jobs to invoice - even if the status is marked to be invoiced. It would be more efficient if completed jobs just didn't appear in the list.

    7 votes

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  3. It would be great to be able to set up Security Groups with permissions set for each group, which is then applied to each staff member by adding the Staff to that Security Group.

    This way, if a permission needs to be changed for a group of Staff, it can be done at the security group level rather than having to click into each Staff member and edit their individual permissions - which can create inconsistencies and easily miss settings when dealing with a large number of Staff.

    6 votes

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  4. 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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  5. 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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  6. Remove a currecy added in error and never used, which makes reports more complicated than need be (Source AND GBP in every Transaction report, implying we are multicurrency when we never have been)

    6 votes

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  7. An option to automatically have all invoices on 'fixed price' for pricing mode on Xero Practice Manager instead of 'Calculation Price'

    6 votes

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  8. Is it possible to have a "heads up" on what changes are being planned.
    For example, the procedure for client deletions has just been changed so that a client with IRD Number/Tax Return cannot be deleted, with no notification to us as users that the change was being contemplated, let alone actually happened.
    This then leaves us asking for the change to be undone.
    If been advised beforehand, could have suggested options which be suitable to all parties and mean that reprogramming is not required.

    6 votes

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  9. Hi
    We're enjoying the new Job Manager screen in XPM but would love it even more if there was a value column added to show the $$ amount of the time budget. For example, it's great to know there's still 30% available time but what amount is left and more importantly if the time budget is 115% what is the amount over budget.

    6 votes

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  10. KPI DASHBOARD - BUILD REPORT ON CUSTOM PERIOD

    WE WOULD LIKE TO BE ABLE TO BUILD THIS REPORT UNDER REPORT BUILDER OR EVEN WHEN YOU EXPORT IT THAT YOU ARE ALLOWED TO EXPORT IT FOR THE WHOLE YEAR AND NOT ONLY FOR THE 4 MONTHS & YTD THAT IT CURRENTLY ALLOWS YOU TO DO

    6 votes

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  11. Time Sheet Calendar.
    One of the best features of APS is the ability to enter time in a calendar view. You can specify the time units ie 6min, 10 min etc and it presents a week on view for you to add time aka MS Outlook Calendar.

    6 votes

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  12. Fixed Assets - Asset Serial Numbers Printing on Depr Schedule
    It would be helpful to have as a print option for the Depreciation Schedule the ability to print asset serial numbers. This is one of the few fields not current able to be selected.

    Application is transport Companies and Engineering Companies which have a high reliance on serial number identification.

    Thanks

    6 votes

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  13. We have the AS' downloaded from ATO automatically and this creates a new job for every AS. We then need to add an AS task to every job individually.

    Would be great to be able to add task/s to multiple jobs in one go - similar to how you can assign staff/manager to multiple jobs in one go.

    6 votes

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  14. Ability to report on New & Archived/Terminated Clients with dates they were added/archived. Helpful for Practice Reporting & assessing promotion results etc.

    6 votes

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  15. For Practise Accounts
    have one section for internal notes on the client that can be updated
    - Files can be attached but not updated
    - Notes in a Report Text Box are only specific to that report
    Need a permanent place that I can add notes, instructions, updates to my staff dealing with a client

    6 votes

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  16. I would like to place feedback around user settings, The user permissions are limiting and weird ones seem to go together. Currently all staff can see everyone's timesheets, we we're advised to remove the financial setting under financial privilege's to remove staff access to timesheets, in doing so staff could no longer see budgets on jobs, therefore we had to give all users back that permission, in effect allowing all staff access to everyone's timesheets it just doesn't make sense.

    It would be really handy if we could assign a user group to a staff member instead of having to…

    6 votes

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  17. Have a multi tick box option for custom fields to be able to select more than one option.
    i.e. we are a multi disciplinary accounting firm and offer multi different services such as advisory, tax, bookkeeping etc and won't to be able to identify what the client has engaged us for [frequently it's more than one service]

    6 votes

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  18. 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.

    6 votes

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  19. To make it easier to create jobs in XPM it would be useful to have a link to create a new job once you have unsuccessfully searched to see if there is a job already set up for the client. At present you have to log out of job search then create a new job, which involves finding the client name again.

    6 votes

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  20. Very small little idea - but oh so annyoing - please add the page number jumps to the top of the page as well. The continual scrolling down to go to the next page is very time consuming.

    5 votes

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