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For accountants & bookkeepers

For accountants & bookkeepers

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359 results found

  1. Bulk Completion of Jobs
    Our team mark jobs as ready to invoice. It would be great if the billing team can click next to (select) mutliple jobs and click on a complete button without completing the jobs individually.

    6 votes

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  2. Job statuses. Is there a way that when a job moves from one status to the next, it automatically timestamps these movements. It's time consuming having to add a note of these changes.

    1 vote

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  3. When creating Tracking report if you could choose to Account Groups to be able to compare Sales & Expenses for tracking item

    1 vote

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  4. I would like to able to produce a list of staff and what their charge out rates are instead of going into each person individually.

    16 votes

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  5. Just a simple one!

    Next to the date of birth in Xero PM, could you do a little thingy so the age calculates and shows there?
    I've done my best Canva work in the attached to explain better!
    And chose my most favourite clients as an example :)

    129 votes

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    Hi community, thanks for all your inputs and support in this idea so far. 

    💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business. 


    If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here. 

  6. Requesting a feature that auto-populates client info in XPM via a secure link that we can send to the client, allowing admin team approval, enhancing privacy for sensitive data like TFNs, and reducing form completion errors

    2 votes

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  7. After the recent XPM change where a user can allocate staff to multiple jobs from the Jobs menu, the staff at the Task level are added but the checkbox is not ticked. This means that the staff member can see the job in their timesheet, but not the tasks associated with that job, so cannot book time.

    Support have advised they are aware this has changed and do not have a solution to get around this currently, other than manually going into each job and filling the tick box for each staff member for each task. As we create and…

    3 votes

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  8. It would be ideal if the "Write On Amount" fields in WIP Ledger reporting within XPM are made available in the API. We leverage multiple systems that need to tack together a formula to measure write offs using the available fields in the API, or cannot include Write On information, so is often inaccurate.

    5 votes

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  9. In the last week the ability to add multiple tasks to new employees has been taken away, you can still add all jobs but without the ability to add all tasks or some as well that feature is now useless.

    please can you tell me why this has been removed and bring it back asap. I have staff unable to complete time sheets at the moment.

    3 votes

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  10. I would love to see an improvement with Xero XPM NOTES.

    We seem to leave 2 types of notes.

    TYPE 1: is URGENT, we want people within the firm to see it and read it. It would be good if you could select this note to be a banner across the top of the clients screen. Similar to how if the client has a debt it shows at the top. (love that function)

    TYPE 2: is just an ordinary note that is sufficient with the current design.

    It would also be great if you could share notes across multiple clients…

    121 votes

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  11. When we set up a new lead and allocate it to an owner, the activities should auto allocate to the owner, instead it is setting to the responsibility of the admin person setting up the lead resulting in additional time taken to reallocate each of the the activities causing unnessary time consumption

    4 votes

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  12. As XPM integrates with FYI workflow, and you can toggle between viewing a workflow by jobs or by task, it would be a massive help if when importing annual compliance job templates with pre-defined tasks, you can define the task start and due date as part of the import and not have to individually go through and update these once the jobs have deployed.

    4 votes

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  13. Create Group from Client Profile Page - No need to go to Groups and create a group before or in the middle of setting up a new client.

    5 votes

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  14. When sending an email to a client and cc @practicemanagerfiles.com it would be good if you could send to multiple job numbers.

    1 vote

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  15. Allow importing csv files to update existing jobs in bulk

    8 votes

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  16. It would be helpful to merge clients in XPM where two accounts have been created (different names) and tax returns filed under each one. For example a client entered under their maiden name and married name who have filed tax returns. In our case a duplicate was accidently created when doing the return and we have no way to now shift the tax return to the correct and active client account in XPM.

    5 votes

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  17. Have logged this support query, which I also raised a number of years ago and cannot believe how this has not been fixed. Answer from support below:

    In XPM there is no first and last name field for contacts, rather it is just one box for the Name field. While in Xero there are two fields to put a contacts first and last name separately.

    So when a contact on a client syncs from XPM into Xero it is placed into the Last Name field as it recognises the name as one field. Currently, the only way to resolve this…

    6 votes

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  18. I'd love to have the ability to get XPM to email clients once their returns are lodged to confirmed it has been done. So many clients ask for confirmation and emailing each one takes time, a simple email from xero would be great.

    40 votes

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  19. When doing a CTR for a client that has an ARBN. There is no ARBN field to enter this detail for our client.
    Can you please create a ARBN field and for this to pull from the clients details onto the CTR - as per the attached screenshot of the CTR

    16 votes

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  20. Create ability to set the Postal Address the same as Physical Address without having to enter twice.

    3 votes

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