429 results found
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User adjustments
We want staff to be able to view customer statements but not have access to our firm's bank account.
Currently this is not possible when editing the user permissions.
We have always used a QuickBooks desktop where this has been possible.
If one of the partners is no in the office, the staff cannot access a customer balance, and we do not want to provide them access to view the firm's bank account.
We hope this is rectified soon.
2 votes -
Practice Manager - Create recurring costs / disbursements in a job
It would be great to be able to set a cost to automatically repeat within XPM. For example a subscription cost to be applied against an annual job on a monthly basis.
2 votes -
User Roles - Access to timesheets for managers in XPM
We need to improve permissions on XPM, I want to provide permission to my managers to their staff members timesheets. The only way I can do this is to give them access is by giving them Access Financial data which really is too high for what we require.
Only other way is to provide them with a report weekly...4 votes -
XPM - Staff user role templates
The ability to create permissions for XPM that are assigned to a user role that is templated and then can easily be bulk assigned to staff within the practice.
10 votes -
Automatically archive Tax returns
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
6 votes -
XPM - Add multiple email addresses for client
We need the ability to add multiple email addresses for a client. Not extra Contacts, but the main email address for a client. Currently you can only enter one email address, this is the address that tax payment letters (for example) are automatically sent to. However, some clients want these to go to more than one address. We have to keep a separate spread sheet and our Tax administrator needs to manually send tax payment letters to those clients.
Something similar to Xero Blue, where you can add an extra email address for invoices and statements to be sent to,…316 votes -
Bank Rules XERO Blue - Receive money rules - To be able to Choose Product Item for "Sales Item Report"
In the Bank Receive money rules I would like be able to choose product Item in a description section "Sales Item reports"
1 vote -
timesheets
Would be great if we could run a report detailing which staff have taken leave (annual, personal) during the period to confirm it agrees to leave entered in Xero Me.
1 vote -
user roles
We have staff that need to see who the biller client is for a group however we do not want them being able to see staff timesheets.
We would like the Access Financial data tab broken up to enable staff to see the billing client.
1 vote -
XPM - Ability to favourite recurring time entries
It would be efficient to have recurring time entries to be saved as a favorite in XPM instead of having to complete all three segments about Client, Job & Task. Especially for daily recurring Internal Time entries such as Non-Billable Time for Meetings, Personal Breaks or Filing Emails etc.
20 votes -
XPM - ABN field for Custom Templates
Would like to be able to use ABN in a custom template for Job Brief, Invoicing, Purchase Orders etc in XPM
2 votes -
Copy Standard Reports to Custom Reports & allow them to be edited/shared.
Replicate XPM's Standard Reports in the Custom Report area, so we could edit the existing formats and select staff to share the report with.
1 vote -
Report for direct debits
I would suggest that Xero should provide direct debits from all your accounts in one report.
1 voteHi Komal, just to make sur we understand the idea here properly. When you say you'd like a report of all direct debits, is this where you've made a direct debit payment for bills? Or where you have customers that may be on direct debit payments with your business?
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XPM - Further Staff Access Options for Managing Invoices in XPM
At the moment, within XPM staff permissions, there is either full access for managing invoices (view, edit, create and delete invoices), or nothing. Staff should have access to view previous invoices for tax return preparation, but not necessarily the permission to edit, create or delete invoices. Would like more access granularity for this feature.
2 votes -
hiding partners information from staff
copy the functionality of access Handisoft to be able to hide details of partners and their own entities from staff in XPM. They can see TFN for example. In Handisoft they can'r even see an address much less who in in the partners private group.
1 vote -
merge fields
Have standard merge field for Partner, Account Manager, Job Manager for letter templates, email templates etc
1 vote -
Ability to add a hyperlink inside Xero notes within the reports
When using other supporting documents—let's say bank statements—it would be great to add a hyperlink to the notes or text block section so you can just click and see the support document.
1 vote -
Manager field in cover letter templates
Please make it an option to have the sign off on the Tax Return Cover Letter as Manager rather than Tax Agent name. This helps the client know who to refer to if they have any queries.
1 vote -
Practice Manager | New Client - Option to add Staff
We work in small teams and it would be great if we could get a "Staff" drop down added for the client set up. So we could know the partner on the account, the lead accountant/manager and the staff member that works on the file so we know who to approach for various issues :)
38 votes -
Practice Manager | Jobs - Ability to update job Tax Return is associated
Ability to transfer tax return link to other jobs. we have created a tax return in the wrong job or want to transfer the return to another job. Would be great if the hot link can be disconnected and reconnected to a different job.
41 votesHi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
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