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For accountants & bookkeepers

For accountants & bookkeepers

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  1. 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

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  2. 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

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  3. Previously, there was a list online which showed all the data fields and which reports contained which fields, which made it really easy to build customised reports that held all the fields I needed, or allowed me to confirm that I needed to combine two separate reports. That list has disappeared.
    Can you please release an updated list of data fields for the report builder for XPM so that it's easy to identify which fields belong in which report?

    1 vote

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  4. The ability to hide a Job State (eg Completed) from the quick edit selection and within editing a job, from select users would be great.
    Eliminating the possibility for a user to incorrectly move an open job to a state that should only be closed by the Admin Team.

    1 vote

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  5. It would be great if there was some automatic notification to the client/job manager that a draft invoice has been raised and is awaiting approval.

    Probably just one email per day so they are not being spammed!

    1 vote

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  6. Hi There,

    We are wanting to add a new column under the family group view in XPM to show the budget against the open jobs. Making it easier to see what budget has been allocated again each job to make it easier for billing.

    Thanks,
    Annalise

    1 vote

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  7. 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.

    8 votes

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  8. 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

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  9. 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,…

    345 votes

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  10. When going through tax payment letters it can be useful to make a note i.e spoken with client re tax or checked IRD. However, once the tax payment is approved it cannot be edited or deleted and also will not remain in the notes box but rather provisional tax history.

    1 vote

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  11. 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.

    49 votes

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    Hi 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.

  12. As a dedicated Xero partner, I've been leveraging the capabilities of the XPM Suite in conjunction with Seamlss to manage and streamline my operations. While the current integration offers a range of functionalities, I've observed that the existing API limitations are hindering our efficiency.

    One of the most pressing concerns is the manual transfer of sensitive client data, especially Bank Details. My administrative team often finds themselves in the tedious and risky position of copying and pasting this critical information due to the API constraints. This not only consumes valuable time but also poses potential security risks.

    The Xero Practice…

    15 votes

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  13. it is not possible to add the Vat field to a custom report in Xero

    Would be useful for this to be resolved

    1 vote

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  14. Job Manager - Additional quick job notes Column need to be added which can be seen directly through Job manager screen instead of going inside the Job and then in tab notes

    39 votes

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  15. Regarding XPM > BUSINESS > SETTINGS > IMPORT

    can you make the function similar to blue xero bank feed import? Namely,
    - in blue xero, it gives you a preview of what the import file will look like on the bank account before clicking import?

    • one time i mixed up the job name with the client name field. and instead of warning or coming up with the error, it just created new clients upon import. I had to delete so many incorrect clients created from that job import
    2 votes

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  16. You have 4 other online cloud document management systems listed via XPM. We use SharePoint and would request this to be added as a further option to link our programs for efficiency and easy of use.

    We would then like tasks to be setup in jobs, that we can "link" documents in Sharepoint, to tasks/jobs in XPM.

    17 votes

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  17. It would be incredibly helpful for us to be able to view the notes on a profile when you view it at group level.

    Currently we don’t use this feature because when a note applies to a whole group (which it often does), how do you know what entity or individual within the group to record the note against.

    Creating the view to see all notes for a group it won’t matter so much where the employee decided to leave that note.

    1 vote

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  18. Rename "other name" field to "middle name/s", need another field for casual name (say for example people that go by their middle name) and also put first name or casual name on contact details screen that is shown on front screen, currently showing other name for some reason...

    4 votes

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  19. A report for strictly manual journals that would show ID, Narration, accts, etc, or the ability to filter manual journals in the current journal report.

    3 votes

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  20. 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

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