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For accountants & bookkeepers

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415 results found

  1. Need to have the ability to add prospect relationships - currently if both spouses are added as prospects, you can't then link them as spouses in the relationships section. However, if one spouse is already a client then you can link the prospect as a relationship... this seems like an oversight in the platform. Need to be able to link prospects as spouses/family etc.

    1 vote

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  2. Edit Jobs Screen Filters: In the XPM jobs screen it is possible to created and save filters. However it is not currently possible to edit those filters, only clear them and start again. Please provide the functionality to edit existing filters. Thanks in advance, Petra.

    1 vote

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  3. Import ICA balances and Losses into XPM tax return

    10 votes

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  4. Can the Directors, Shareholders and Shares held, beneficiaries, Trustees etc in XPM be available to import into the Financial Statements template so it can stop you having to create custom fields with this information to report on?

    5 votes

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  5. We are in the process of organizing our client list for Audit Shield and like many other accounting firms we need to assign our clients a Turnover category. Currently Xero informs me there is no report I can run that will list the clients and their turnover for me to easily identify which category to assign to the client for audit purposes.

    A report that shows the client, their income/turnover and the possibility to group and total buy the Client Group would be amazing and save so much unnecessary admin time.

    1 vote

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  6. 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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  7. Would be great for team members to be able to enter timesheet credits for flexitime hours over their standard daily hours, without having to enable the Financial privileges option in Staff settings (as this then provides visibility to all timesheets, ability to lock/unlock timesheets, ability to enter time for other team members, along with various practice financial report features etc).

    2 votes

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  8. I have two situations where the billing in the financial part of the system was being charged by staff rate instead of by task rate. I am not sure why this occurred - possibly human error. So I created new jobs and tried to move the paid progress invoices to the new jobs but it isn't possible. Is there any way that we can move invoices in XPM from one job to another?

    5 votes

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  9. It would be great if when Archiving a client in XPM it also Archives it in your Blue Xero

    7 votes

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  10. It would be great to be able to customise if the fields are mandatory or not for new client setups. This would allow us to ensure that the fields we need setup are being setup by the admin team.

    9 votes

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  11. Currently there is no option to remove nil job totals through Xero invoice integration settings.

    You can remove nil tasks/costs if opting for the alternate invoice presentation method (tasks/costs), but not for when you opt for the job totals basis. This would solve multi job invoices and the clean-up required where writing off amounts to nil across jobs.

    1 vote

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  12. 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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  13. It would be excellent to be able to see if a client has viewed the Xero Sign email pack.

    10 votes

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  14. We have clients on Annual Packages that cover a group of companies or individuals. While we are able to add tax forms for other entities within the billing group, the same option is not available for Activity Statements, meaning that we have to split the job or not attach the forms.
    It would be very helpful to open an annual job and see all tasks and forms associated with it.

    1 vote

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  15. 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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  16. Currently when copying a job then the costs and milestones are automatically copied as well. It would be great to be given the option to copy these or not. Most of the time we do not want to copy these specifically the costs

    12 votes

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  17. Add the Ability to lodge NLA for TPAR using Practice Manager, allowing clients to sign the NLA and submit to the ATO. The ATO now allows the submission online for multiple years in one Submission, we would like to use PM to submit all ATO forms and advices. https://www.ato.gov.au/business/reports-and-returns/taxable-payments-annual-report/lodge-your-tpar/tpar-non-lodgment-advice/?=redirected_TPARnilreport

    16 votes

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  18. 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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  19. when we have a report that we would want to specify the type of return e.g. ir3, ir4 there does not seem to be the IR4J specifically for when we file a IR4J on its own for members apart of a consolidated group and only require to file their own imputation return.

    It would be great if this could be included as this helps when reporting our internal filing stats.

    1 vote

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  20. Do not understand why if a client files their own income tax return with Inland Revenue and an assessment is issued why this is not updated in XPM, issues arise that we have no knowledge of assessment so affects Provisional and Income tax notices

    1 vote

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