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For accountants & bookkeepers

For accountants & bookkeepers

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  1. It would really make my life easier if you could please allow the [Month] [Year] option to label on the task for recurring jobs. This would allow us to see in blue Xero the label of the task namely month and year when invoicing our clients. This would be really helpful when identify numerous jobs and tasks for the same client as the job name does not appear on the invoice in blue Xero. Also, with using the [Month] feature, it would roll over in the next recurring job on its own.

    1 vote

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  2. Help business owners and team leaders easily identify where staff have submitted time for a week that is less than their capacity. That could be something on the dashboard or a report. XPM currently allows a staff member timesheet to be submitted without any warning that it is below the capacity amount. I shouldn't need to manually review and compare to the different capacity hours for full time and part time staff.

    2 votes

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  3. XPM job financial summary is available from the job screen and financial tab, under "print financial summary". As currently prepared the financial summary does not report actual invoices and total amount invoiced, in addition the report does not include the profitability measures for rate per hour and recovery percentage. This would be useful to have these calculated and presented at the top of the report.

    4 votes

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  4. On the timesheet entry page, allow users to type keywords in the "Job" section and show search results.
    At present you have to click the dropdown, which lists all open jobs, and then find the job you are working on.

    3 votes

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  5. It would be great if we could use Collaboration Manager to assign emails directly to the Client, rather than a Job or a Quote. These emails would then be automatically stored under the Notes tab in the Clients screen.

    1 vote

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  6. Contacts in XPM are used when integrating into other systems and each system reads thedetails slightly differently. As the 'Position' field and the 'Set as primary' field are unique to the client that the contact is being used for it would be great if the 'Salutation' and 'Address' could also be unique to the client.

    This would stop the necessity of having the same contact multiple times in XPM just to enable slightly different versions of the salutation of address for different integrations, therefore having a cleaner useable system of contact in XPM.

    Sample : John may be a partner…

    1 vote

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  7. Could there be an extra column where you can tick multiple jobs so that the job status can be updated. Not only one job at a time.

    33 votes

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  8. AUDIT CHECK FOR DIVIDENDS RWT AND IMPUTATION CREDITS IS TOO SENSITIVE - IT IS PICKING UP VERY SMALL ROUNDING AND ALERTING.
    Xero needs to allow for the "rounding" to be accepted - maybe expand the parameters. Unless we go into the return and round it up or down (which is a terrible waste of time) then the alert stays there, and we then get the scenario of anybody looking at the return wondering if there is an error and then they go and check - once again - a terrible waste of time.

    3 votes

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  9. Bulk entering of Annual Leave for Yearly Closure. Currently I do this per employee and we have 40 employees.

    1 vote

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  10. My firm works with additional bookkeepers, and we do not want to have their business or personal emails displayed in our clients files.

    Ideally, they would be behind the scenes and would just show our practice as connected.

    Next best would be showing first name or first and last name, but no email address.

    We can assign them an email address from our firm for a more professional appearance, but often their certifications follow their own business/personal email addresses.

    2 votes

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  11. The job budget is a key piece of information for all staff to have visibility. However the Budget field on a job is only visible if staff have Access Financial Data permissions. Giving Access Financial Data permissions allows staff to view and edit client billing details, edit practice subscription and export subscription. Surely, such wide ranging powers is not appropriate for ALL staff.

    Surely this permission should fall under the "Manage Jobs" permission matrix not under Finances permission matrix.

    1 vote

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  12. I'd really love to see an option in My Xero where the default sorting can be set to the file most recently opened by me (as opposed to alphabetical, or the file last viewed date). That way all of the current clients I'm working on will be near the top of the list rather than having to scroll down and find them, or search each time!

    2 votes

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  13. XPM Billing - Ability to bill more than the WIP without WIP write-on.

    If XPM allows carrying credits forward for future use against more work in the future, similar to other traditional practice management software, that would be great. For example, Once we completed the job, we sent out the work with our invoice. If we can carry credits of an hour or two for clients to review the work, discuss and send back the signed copy, lodged & sent assessment etc. This additional time can be offset against the credits that we billed more than the WIP so we…

    3 votes

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  14. Merge contacts (not clients) in XPM? I seem to have lots of duplicates but I don't want to just delete the ones with no jobs/invoices attached to them incase they are linked elsewhere. Is there a way to merge them? All the searches I have done only talk abut merging clients.

    57 votes

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  15. Client Insights - column showing if the latest GST return is outstanding for filing

    1 vote

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  16. The ability to have client codes and export codes be the same to make it easier when bulk updating manager and partners

    2 votes

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  17. 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.

    2 votes

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  18. XPM Timesheets/Timeclock - The ability for the saved time to be ordered from the most recent time to the first time entries of the day so you can quickly see when you last entered time, as a start point. This saves a whole lot of scrolling if you have a lot of entries for the day.

    1 vote

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  19. We currently integrate with a range of practice management software, and have a recurring request from customers using XPM to have us add notes to client records when certain actions are taken.

    Currently, adding or updating notes is not possible via the API, however documents can be managed via the API. Client notes are useful as they allow important communications with a client to be logged against that client for future reference.

    1 vote

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  20. It would be good when printing the WIP ledger for unbilled clients to have the option to print each client separately. i dont want to have to individually tick my clients just to get there report on a single page.

    1 vote

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