1320 results found
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XPM | Files - Integrate shared google drives with XPM
Right now it's not possible to connect XPM to a google drive other than 'My Drive' for a Google Drive user. We hold all our client data on a separate Google workspace drive that is shared within the company and want to connect this client drive, so that tasks and clients on XPM can be linked to client folders or documents in the shared client google drive.
Its not feasible to move those client folders from the shared drive to 'My Drive' in order to access these on Xero practice Manager, and instead we have to paste long link addresses…
4 votes -
Xero Tax (UK) | Prepare Accounts for Dissolved Company
If a company is dissolved Companies House reports back that there are no year end date outstanding. But there are circumstances when you need to prepare axcounts for a dissolved company - for instance if you need to get the company re-instated. But Xero prevents you from progressing. All you would need to do is enter a year end date manually and you would be able to continue.
4 votes -
XPM - Report of Clients who DON'T have a certain Job Template
Reporting on XPM - I need to run a report from XPM that shows me ALL our clients who haven't had a job booked in yet showing the name "2023" so I can then chase them for checklists.
I can't see how to run a report that shows this. I really don't want to have to run multiple reports and compare things off - with over 1200 clients this takes an awful long time.
There has to be a simpler way.
4 votes -
NZ Tax - Alter Date format below payment schedule
when there is interest to pay and a date to calculate to is selected the wording comes up as - Assuming the return is assessed on 30/June/2023. This format should be either 30/6/2023
or 30 June 20234 votes -
XPM - Assurance Dashboard and User Activity
Assurance dashboard and user activity in XPM.
I need to know data security of my clients on my database in XPM if details have been archived , moved or altered in ANY way I need to know who it was that was in the file.
4 votes -
XPM - Option to rename and/or disable unwanted "Business Structure" types
There is currently no functionality to either re-name or disable the standard business structure types provided in XPM. For example "Not for Profit" is technically an entity classification - a NFP classification could apply to a Private Company, a Public Company or an Incorporated Association to name a few examples. We have used custom fields to profile these types of classifications separately. Currently, we have to manually review business structure profiles & update these where types outside our guidelines have been applied. It would save a great deal of hassle if unwanted types could be re-configured or disabled at practice…
4 votes -
Xero HQ - Use API for Document Packs
Would be great to have ability to GET document packs stored in Xero HQ so the files can be also hosted externally in other document systems (Suite Files, FYI, SharePoint, Google Drive etc).
4 votes -
Job Manager - Create a 'To do' list of recurring tasks
Create "to do" lists in tasks, and allowing them to become a template - this would make it so much easier when creating jobs - gives staff a tick off for each task if required.
Would be so much easier than currently doing it through a Job Level and having to create tasks with "To Do' lists individually.
4 votes -
Reports - Reinstate Combined Departmental report in new P&L
The old version of profit & loss will retire in 31 July. However, the departmental combination report is really helpful. As per attachment, it compares the performance of each department on one page. It is much easier to use and review the performance. Currently, no other report has the same function.
The new version of p&l also has the function to filter the p&l for each department. However, there is no combination report as the old version.
It would be really helpful to have a combined departmental report as the old version of p&l.
4 votes -
Practice Manager | Xero integration - Identify job number within invoices
When pulling invoices through from Xero to XPM (i.e. to report on fees v.s. costs/budget), it would be much more beneficial if XPM could locate its Job Reference Number within the line item description of an invoice, rather than just the invoice reference field.
This would mean multiple XPM jobs could be referenced on the same invoice (e.g. 001 Payroll, 002 Accounts, 003 Bookkeeping), as well as mitigating for firms like ours where we also bill other non-relevant monthly services (e.g. HR, Legal services etc.) on the same monthly invoice to a client.
Thanks!
4 votes -
Xero New Reports from 31/7/23 - fixes to the Trial Balance report compared to the Old Reports
The mandatory update to using the new Reports in Xero from 31st July 2023 means the old version of reports will cease. This includes the much used Trial Balance report as accountants like myself tend to start from there when reviewing quarterly and annual work.
I notice the following list of issues with the New Report for Trial Balance:
1 - You can bookmark the old TB report and use this bookmark across clients. Also bookmark can be changed to show a particular date too i.e. 31st March. Bookmarking the new report always takes you to same client you initially…
4 votes -
Practice Manager | Clients - Ability to set separate contact information from linked Contact
Thanks to the team for releasing the ability to link one contact to multiple clients! While appreciated, it falls a tad short since only the "Position" is set per client. If possible, it would be great if the Salutation, Addressee, Phone, Mobile, Email Address, and Custom Fields, could also be set on a per client basis. This would allow for flexibility where the one contact has different contact details per client.
One example is a bookkeeper that works for 5 clients of ours. For two of those clients, they use hey@awesomebookkeeping.com. For the other three, they use accounts@client1.com,…
4 votes -
Xero Tax (UK) | Delete client from Dashboard
To be able to delete a client from Xero tax. I have one I used as trial data and it is frustrating that it is still sitting in the list.
4 votes -
Xero HQ - Bulk remove users
We have lots of Xero systems that belong to one client, one of their admin employees left and we had to remove their e-mail address from each Xero system manually. It would be much easier if we had users' directory and be able to filter by e-mail address and remove people much easier from the associated companies.
4 votes -
Practice Manager | Jobs Manager - Ability to add or delete columns
Practice Manager - Edit Jobs Manager screen to add or delete columns that are relevant to a practice The ability to add notes would be very helpful.
4 votesHI Sally, jumping back on your idea here our team are working on providing more flexibility to the info you view from Job Manager.
Right now, we're developing columns for Staff, Manager and Partners. Around the same time we expect to deliver these additions, we'll also enable you to hide detail you'd prefer not to view. So, you can decide and only see the information relevant for you when viewing Jobs.
We'll return to share more when this is available🙂
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UK Tax - Xero Files Preview to be available on Cash Based VAT Returns.
Currently there is the ability to click on the file preview within an accrual based VAT return and this will pull up the attachment on that transaction. This doesn't work on the cash based return unless the attachment has been attached to the payment itself rather than the bill/sales invoice entry.
It would be helpful if the cash based return could pull the attachments from the same bill/invoice area as accrual based returns.
4 votes -
AU Tax - Upload supporting documentation to tax return item in ITR
Just wondering if there is anything in the pipeline at all where you could potentially upload support documents, receipts, invoices etc behind the tax return item item while in the ITR. Would be a very handy function for individual tax returns.
4 votes -
Practice manager | Xero Sign - Report on date sent
Ability to be able to report on the date sent for Xerosign returns. The date sent is recorded but you can't report on it. This would make follow ups a lot easier to be able to see when each out to sign return was sent for e-signing.
4 votes -
Xero Tax(UK) | Show if signature has been requested
Show in 'status' if signature has been requested
4 votes -
Xero Tax(UK) - save a default signature for accountants' report
Ability to add a default accountant's signature in the accountants' report. This would mean that the we do not have to sign each and every report before sending to client to approve and sign the balance sheet.
4 votes
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