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For accountants & bookkeepers

For accountants & bookkeepers

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415 results found

  1. Would like to be able to export data straight from the WIP screen

    1 vote

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  2. The ability to look up client by entering their client code. Currently we have to go to groups and find the client belonging to the group. Our admin system is based on client codes and it would make it easier having the client code look up option.

    22 votes

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  3. Client Search History: being able to see the clients in XPM that you have searched for recently/previous 24hrs. When needing to go back to a client you recently searched and updated etc and need to go back into same client or cannot remember client name etc. Would have thought this would be 'standard feature' as in other progams we use

    3 votes

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  4. We leverage the Income Tax Client Report within XPM, and report on lodgements leveraging this data. It would be great if there was the ability to schedule the Tax Agent Request to the ATO for refreshed data - e.g. once per week, so that the reporting we have is automatically refreshed periodically and this doesn't rely on a person refreshing the data manually.

    2 votes

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  5. Enable the ability to generate a report that includes users for each client organisation that includes users who are not staff members so that you can quickly see if the correct and relevant people are accessing the Xero file and know if you need to remove users who shouldn't be there.

    1 vote

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  6. It would be great to have tasks within jobs (XPM) link to Xero Blue's item codes so that when importing bulk invoices, they can be allocated to a specific task/item code. This will allow for easy reporting both in XPM/Xero Blue.

    Otherwise, it would be great to have an option to allocate a task to invoices in Xero Blue that links back to the relevant task in XPM, similarly to the way the Reference field works for jobs.

    1 vote

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  7. Document Management System should integrate with One Drive (for Office 365 Users)
    Paying extra subscription for additional DMS will not be required for most of this was integrated.

    1 vote

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  8. There needs to be way to bulk import client disbursements in XPM. For example, Xero subscription fees.

    5 votes

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  9. Is it possible to have access to be able ''add'' in a custom column to the Job Manager screen as it is not currently possible to add an extra column to the job manager, as the columns are not customizable. Thanks.

    1 vote

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  10. Be able to export ALL client and contact data out of XPM, including tax information.

    32 votes

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  11. Audit trail to see who has created / amended / deleted custom reports. We had a situation where a report was deleted and unable to identify who had inadvertently done this.

    4 votes

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  12. Debit card transactions are not needed to be reported on 1099s. When using bank feeds in checking accounts it does not distinguish debit card vs check. I suggest there be a option to identify debit card vs checks so the debit card activity is not automatically added the the 1099 reporting.

    4 votes

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  13. Date of death field to add in to client details would be helpful

    201 votes

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  14. 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.

    11 votes

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

    16 votes

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  16. It would be great to see the tax refund/payable next to the tax return in the client view, tax returns tab, saves opening up the tax form. Would also be good to see the assigned staff member in the jobs tab in client view, saves clicking into job.

    3 votes

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  17. Having the ability to create a separate set of work papers for the practice that is confidential and not visible to all users.
    At the moment staff can see the practices private and confidential financial information.

    1 vote

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  18. XPM include archived clients in XERO search / list endpoints. Similarly, to how contacts in the accounting API are handled by passing the includeArchived=true query. This will allow clients from XPM with a status of ARCHIVED to be included in the response.

    7 votes

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  19. Please can you design an app for XPM to record time on the go. It was such a wonderful feature when integrated with workflow max and would help so much when visiting clients on the go.

    8 votes

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  20. XPM Custom Report - Allow field selection & criteria to access client, tax & invoice data. We need to run a report that will check if a tax return was created within a date range and then check if any invoices were created during that same time. Currently we have created a custom report of clients who we have started a tax return for and then we manually have to check if they were invoiced.

    1 vote

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