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For accountants & bookkeepers

For accountants & bookkeepers

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359 results found

  1. 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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  2. Uncoded Statement Lines Report
    To be able to click through to the bank transaction from the uncoded statement lines report.

    1 vote

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  3. Productivity Reports

    I am using report builder to create a productivity report for my staff. What i would like to show on the report is:

    Capcity reducing time + billable time + non-billable time = total time for week

    I would then like a productivity percentage calculated as billable time / (billable + non-billable).

    I would also like this report to have a YTD actual column and YTD budget column so that on one report I can see how productivity as been for the most recent week but also YTD on the on the report.

    This will then tell me…

    1 vote

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  4. It would be great if the FuseDocs API included the ability to pull through custom field data, so that we can use this to drive custom compilations in FuseDocs (i.e. Engagement Letter).

    1 vote

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  5. 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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  6. There could be many possible things to be able to track in there, but I would like to be able to:

    Limit the 'states' shown to things I am directly involved with like 'For review' and 'For Invoicing'.

    My secretary would want to see states that apply to her like 'to sign'.

    Only show 'Priority level' High and Urgent (with the flick of a keystroke)

    Possibly allow some of the functionality in the 'jobs' tab or the report builder to be 'saved' in the dashboard screen like mini tables that update real time?

    2 votes

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  7. Job statuses. Is there a way that when a job moves from one status to the next, it automatically timestamps these movements. It's time consuming having to add a note of these changes.

    1 vote

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  8. When creating Tracking report if you could choose to Account Groups to be able to compare Sales & Expenses for tracking item

    1 vote

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  9. It would be good if XPM automatically archived tax returns once assessed or maybe at a certain date, for example all 2022 tax returns archived when we are doing the 2023 year

    2 votes

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  10. It would be great to see the budgets easily when we open the Jobs tab in XPM. This will help us have a quick glance at the budget for each job rather than opening each job in a new browser tab or generate a report.

    13 votes

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  11. It would be great if they system would not allow disbursements/ costs to be added to closed jobs.
    This can cause a lot of admin work when Xero fees are bulk imported to our clients accounts job but is then closed once the accounts have been completed. We have too ensure the job number is updated on the import each time we close a job as the system will allow bulk uploads. It would be great if an error code showed and did not allow this to occur.

    7 votes

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  12. In the job list screen, it would be great if you could either customise the "priority" so that jobs appear in the order that you need to complete them or if you could simply move them to the order that you would like to complete them in.

    2 votes

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  13. The contact details in XPM should be the same contact details in Xero Blue for invoicing purposes. Currently, when we invoice from XPM, we have to also go into Xero Blue and update the email address which is double handling.
    This should be a single client record.

    2 votes

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  14. To have a function that essentially works as a sticky note on the details page of the clients file. Although there is the notes function, it it easily lost within the multiple tabs, however if something was right there on the home screen for all to see it isn't as easily missed/ignored. It could be something simple like a staff member has been trying to get in touch with the client, or bringing attention to an address change, noting the preferred method for documents to be signed etc.

    2 votes

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  15. Client Search History: being able to see the clients in XPM that you have searched for recently/previous 24hrs. When needing to go back to a client you recently searched and updated etc and need to go back into same client or cannot remember client name etc. Would have thought this would be 'standard feature' as in other progams we use

    3 votes

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  16. 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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  17. XPM Staff permission - Practice Administration Permissions: You shouldnot have to give a staff member access to the full business setting menu to be able let them access the PLS/ELS reports. There should be a PLS/ELS Management only permission.

    I want a staff member to be able to access the PLS/ELS reports without being able to access other staff member information or having access to all my practice setting.

    3 votes

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

    1 vote

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  19. In Xero payroll, when pay runs are posted before the pay date there needs to be a delay in the employees accessing payslips

    1 vote

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  20. Can a search function in XPM be added to search for amounts that have been paid by clients from the Business Invoices program?

    1 vote

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