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For accountants & bookkeepers

For accountants & bookkeepers

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  1. Search job list by client, at the moment you have to scroll through the job list to find the job you are looking for, which when the job list is very large this is frustrating. It is easier to go to clients, search the client, then go to the jobs list. But this is not very time effective when you know what you are looking for or just want to check if there are jobs in there for a certain client.

    32 votes

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    Hi everyone, good starts to the new year and we appreciate all your feedback since my last update of the detail you'd like to search. 

    We've been listening to your needs, and atm we're developing the ability to search and filter jobs by a client. 

    I'll return to share more upon release 🙂

  2. Ability to have one contact record link to multiple client records like a true CRM system would.

    Example: bookkeeper for a client is stored as a contact and may act for many other clients. Currently relationships only exist between 'clients'.

    197 votes

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    Thank you everyone that's contributed and got involved in supporting this idea and helping our teams research.
    We're pleased to announce that we're moving the progress of this idea forward with our teams actively working on the the ability to share a contact across clients in Practice Manager. Further to this, we'll continue developments, so you can easily tidy up duplicate contacts.
    I'll be back later in the month to share as this starts rolling out and you can begin making use!

  3. MTD for ITSA
    Xero have been a bit quiet on the issue of MTD for ITSA. What is the suggested solution for ITSA? If the Xero plan is to charge the starter plan at £14/month (plus VAT) I think you will lose a lot of the market share. MTD for ITSA needs a simple £5/month solution for sole traders with ability to use expenses app for free. The costs of £14/month plus £2.50 for expenses is going to lose a lot of our clients to competitors like FreeAgent (which is free if you have an RBS/Natwest/Mettle account). Finding it hard…

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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    Thanks for your feedback, John - It'd be great to get you to join one of our demo webinars to see our MTD for ITSA product. They run every few weeks and you can sign up here.

    Alternatively, reach out to your account manager who can help set that up. If you like the look of the solution you can start testing it with clients now, by joining the beta programme.

    In terms of Xero plans, MTD for ITSA will be available on every plan. This means it'll be available on all business plans - Starter, Standard, Premium, but also all partner plans - Ledger, Cashbooks, Bureau, etc.

    Clients may also be interested in the new app Xero Go, a simple business tracking and data capture tool, which links to a Xero partner plan so you can see the data and manage ITSA filings.

    To discuss in more detail

  4. Ability to sort/filter the list so only jobs relevant to the staff member show, within the adding staff to jobs screen.

    Purpose: To easily see staff’s role within Xero Practice Manager.

    5 votes

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    Hi everyone👋, we've got some great news with changes to Job Manager coming your way soon!

    We're adding more filters that'll enable you to filter your Jobs by Staff member as you're asking here. You'll also be able to set other filters to help quickly zone in on the work you're looking for. and save the views most important to you. Here's a bit of a sneak peak 😉 


    Keep an eye out with the changes gradually being rolled-out over a 2 week period starting early December, and I'll be back to share when this is live for you all.

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