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For accountants & bookkeepers

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391 results found

  1. Add restriction on changing bank account details for client (in XPM and tax return).
    Given Optus and related fraud - > not all staff should have the ability to update bank account details on a client.
    There should be the ability to restrict this so procedures - eg phone calls to verify etc - can be put in place.

    3 votes

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  2. Custom task rate - although the charge out rate can be amended for individual tasks for a member of staff, there is no "from" date that can be specified so it is applied to all un-invoiced WIP. It would therefore be very useful to be able to have the ability to put in a date from when the new rate should be applied.

    4 votes

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  3. I would like to know if it is possible to rename email templates that are used when sending returns or Activity Statements Out for Signature. eg: from 'Custom 1' to a more useful name

    4 votes

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  4. Xero Log on - Alias email address for use with multi practice access.
    Currently working in two accountancy practices with access to Xero but can only have one access to Admin. This means restricted access to one practices clients and having to be added manually to each client.
    I have a generic email address from my Log in so the clients are not aware I work for multiple firms. This has to be explained to the client as it shows in their user list. Also when emailing clients directly from Xero, an alias email has to be created for that…

    3 votes

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  5. Can the timesheet in XPM be synchronized to Xero Me?

    5 votes

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  6. I'd like to add a credit card payment method like in Xero Blue to our invoices in XPM as that is where we create and send invoices from.

    4 votes

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  7. The ability to have certain custom fields show up for specific client types.

    For example a "Rental Property" custom field only showing up on the "Individual" clients. Currently this would show up on all clients.

    Given that so many different reports can be created from the custom fields, it would be extremely helpful to have only the relevant fields displayed on the relevant client type/structure.

    1 vote

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  8. We are wondering if you could add a script at the phone number field in XPM so that when we click on client's phone numbers, the website will trigger an application (such as Microsoft Teams) to make phone call. This will save us time having to copy and paste phone number onto the application.

    5 votes

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  9. It would be great to be able to look at 2 different accounts/companies at the same time to compare and check timesheets in WorkflowMax. We have staff working over 2 accounts/companies and would love to be able to check they have done their designated hours between both.

    8 votes

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  10. Would love to see features to the group profile. Even if they were custom tabs from the business settings (so it applies to all groups). Some ideas are:

    1. Group information - could be a list of the clients and their partner, manager, class, etc (would be great if each firm could select what client details they want to include from their business settings).

    2. Client Fees - could use this section to add services, fees and notes for each client, and then have this total per service, client and group. This way you can update on the go and see the…

    7 votes

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    Great to hear you're expanded thinking on the Groups here, Melanie. 

    It'd be good to get a sense of interest in each separately. 

    I've slightly changed the title of your idea here and welcome to add others for the other ideas you think of around this. 🙂

  11. It would be great to have the ability setup recurring invoices directly in XPM for annual agreements rather than "pushing" recurring invoices similar to setting up recurring jobs in XPM.

    7 votes

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  12. Would like the ability to run a report with any fields that are available for the client - not be limited because a certain field is tagged as a job or tax field. Example is having a report with client, job and tax fields all listed

    5 votes

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  13. The ability to customise the data and the order in which data is shown on the Dashboard in XPM from either a user or practice level

    1 vote

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    Thanks for the detail in your response, Stacey and I'd highly recommend sharing the link to the idea here with others in your business that'd find this useful to help us get a better sense of the overall interest. 

    Being open while appreciate the ease this would create for individual users, building customisation at this level would be quite complex. Not something we have plans for at present but we'll get a sense of the interest here. 🙂


  14. In Xero Practice Manager - The Custom fields that can appear on the Client and Job are not common data. Eg. When you update a custom field on the Job the information does not flow through to the Client page where this is also displayed. This would be very helpful for a workflow to update in both places.

    1 vote

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  15. If a lead has been lost, can that automatically remove the 'prospects' in XPM, or do I have to go and archive them individually?

    1 vote

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  16. Ability to become an affiliate if not a BAS agent or tax agent.

    I am a chartered accountant with a finance coaching and Virtual CFO company but I am not a BAS or tax agent. I use Xero, train clients on Xero and recommend Xero to all of my clients and would recommend there was an affiliate scheme without having to be a BAS or tax agent.

    1 vote

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    Hi Lucy, to make sure I understand your idea here. When you say an affiliate would that be an affiliate to make use of AU Tax as a product or more broadly the Partner Program that Xero has for Practice users ? 

  17. Have the ability for each user to assign their location and name against invoices in XPM to automatically track across to Xero Blue.

    Currently has per job / task the function to track this but it only allows 1 selection for each.

    The staff have been creating invoices in XPM then have to go into Xero blue to assign the location and staff.

    1 vote

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  18. Please incorporate myxero into practice manager. at the moment there are MyXero, XeroHQ, XPM and XeroBlue all have different but similar settings, which makes thing very confusing.

    1 vote

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  19. Keyboard shortcuts in Xero Practice Manager

    Currently only have a shortcut for search (forward slash) in XPM, would like more shortcuts (like there are in Blue Xero) - eg:
    Dashboard / Clients / Jobs / Tax / Business / Reports tabs.

    3 votes

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  20. We would like to have the option to set up a template for emailing out our invoices from XPM. At the moment we are having to manually type the email.

    4 votes

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