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For accountants & bookkeepers

For accountants & bookkeepers

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410 results found

  1. In tracking summary we can compare revenue and cost if we are using the tracking category as a cost center for any EPC work. Right now there is no option in xero for this reporting.

    In the attached file we have details of cost of sales but no revenue details for the specific job. We can add a column or give a option in the layout edit to add the ledger or group in column to compare.

    It would be helpful to track the revenue and cost of a project with this feature.

    1 vote

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  2. 90% of the time when I want to move a timesheet entry it is to a different job for the same client and probably 99% of the time it is to a job for a client in the same group.

    However the "To" list that pops up is for all clients and when you type the first few letters of the client name it appears on the bottom line of the screen so you still usually have to scroll down to find the correct job.

    Is it possible to make all the jobs in the "From" client's group appear first…

    1 vote

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  3. We are in the process of checking all Client details in XPM to ensure they are all complete and up to date. One of the checks that we were doing was to ensure that we had the NZBN numbers of clients recorded. However this appears to be the only client field that you are unable to select when creating a custom report!
    Xero's response to my query was "you may like to add this in as a custom field and input in the NZBN in the custom field section for the clients which will then pull into the report" -…

    2 votes

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  4. Provide an option under the client group to bill wip that's under multiple clients in the group with one invoice.

    At the moment it appears this can only be done under Invoices in the Business menu. Under the client group itself, while an invoice can be created for multiple jobs for one client, you can't create a single invoice to bill wip that's under multiple clients in the group.

    1 vote

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  5. The Productivity Dashboard calculates productivity different to that of a built report. The % of productivity on the dashboard should be calculated as follows

    • Actual Productivity Divided by Actual Hours. Currently it divides Actual Productivity to Actual Capacity which is incorrect. The Actual Capacity is not actual hours and it needs to be
    1 vote

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  6. Under Business Menu/Timesheets - it lists all staff weekly summary. It would be great if we could have a filter in this screen to be able to choose teams etc

    1 vote

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  7. Provide the ability to schedule requesting on a daily basis the EFT Reconciliation reports in XPM, currently being a manual request locked behind Business settings permissions.
    Provide also the resulting reports in either a Custom Reports area or standard reports so admin staff without the Business Settings permissions can view the ATO EFT reconciliation reports, filtered by date and Tax Agent Number. Possibly add a permission to view these reports as a separate permission.

    1 vote

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  8. When you view a contact, and are on the activity view page, it would be great if the each line said what account the activity has been posted against. This way you could see all accounts impacted at once, and not have to click on each individual line item to see what account it is impacting.

    1 vote

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  9. In XPM jobs, have the option to view all timesheet narration and time spent in the financial tab. Currently, it only shows the task and time time/cost, but not the narrations. Previous Xero product WorkflowMax had the ability to show all timesheet narration of a job in the financial tab without clicking into the Billing Work Sheet. See attachment 1 for an example.

    1 vote

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  10. AUDIT CHECK FOR DIVIDENDS RWT AND IMPUTATION CREDITS IS TOO SENSITIVE - IT IS PICKING UP VERY SMALL ROUNDING AND ALERTING.
    Xero needs to allow for the "rounding" to be accepted - maybe expand the parameters. Unless we go into the return and round it up or down (which is a terrible waste of time) then the alert stays there, and we then get the scenario of anybody looking at the return wondering if there is an error and then they go and check - once again - a terrible waste of time.

    2 votes

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  11. Would like to be able to use ABN in a custom template for Job Brief, Invoicing, Purchase Orders etc in XPM

    1 vote

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  12. We wish to undertake analysis by looking for the data contained in the "TIME PRODUCTIVITY - % Billable v Non-Billable Time - Staff Summary" report on a monthly basis in a tabular format.
    Unfortunately even though this report is called a "Table Report", XPM does not allow for the year to date date range to be entered but then have the data populate in the report on a monthly basis. Such a feature would greatly enhance a practice's capability of keeping an eye on the operational data for service firms like accounting and legal practices

    1 vote

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  13. I would suggest that Xero should provide direct debits from all your accounts in one report.

    1 vote

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  14. Ability to specify from a list of practice Xero organisations where to publish XPM invoices, as the practice bills from multiple legal entities.

    1 vote

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  15. At the moment, within XPM staff permissions, there is either full access for managing invoices (view, edit, create and delete invoices), or nothing. Staff should have access to view previous invoices for tax return preparation, but not necessarily the permission to edit, create or delete invoices. Would like more access granularity for this feature.

    1 vote

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  16. 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.

    6 votes

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  17. It would be really handy to have a Tax Returns tab when viewing a client group. This would allow you to easily see at a glance the status of a groups tax returns, rather than clicking into each client individually.

    1 vote

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  18. Would like to be able to export data straight from the WIP screen

    1 vote

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  19. 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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  20. Clock back the time without re-entering all information

    Many times throughout the day I stopped the clock time in XPM and I start working on another job, then later I might go back and work on the initial work I was working on. It would be fantastic if we can clock back in the initial job without having to enter all the details such as the client, job and task again... it would also save time. The online App Clockify offers this option, you might check it out for reference.. hoping this idea is taking on board sometime

    2 votes

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