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For accountants & bookkeepers

For accountants & bookkeepers

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  1. 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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  2. When there is a Managed Fund distribution on the prefill, the distribution is automatically entered into the Managed fund distribution worksheet. If there is no figure, it pulls through a $0.00 which leads to a $0.00 at the primary producer label L. This then automatically triggers the income averaging to which you manually have to OPT out of. Please fix this issue.

    12 votes

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

    3 votes

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  5. We can search by client. We can search by group (if using group='name'), but we can't search or filter by billing clients. This would be handy to see this option in the WIP menu so all related jobs to that billing client are presented for drafting invoices. Currently the only means to achieve this is via the Business>Invoice menu but the job and WIP display is not as ideal or helpful.

    6 votes

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  6. It would be great if there was a link between the billable expenses in Xero and XPM that would allow for billable expenses assigned to a client to be created as a cost in XPM. We currently add these manually as a cost on the job.

    4 votes

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  7. In XPM the client access options under staff permissions includes View, Edit, Create and Delete. Please also add Archive as an option.

    3 votes

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  8. People who enter invoices and bills but can't access banks should be able to have permission to see AR and AP reports even if they are not permitted to see other reports

    3 votes

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  9. Could you please add the field “[Tax Return] Suspended Until” to the fields available when you write an “Income Tax Client – ITCRPT” report.

    This would allow a report of all clients we are ATO Agent for showing their tax return due date, status and suspended until date all on one report.

    4 votes

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  10. In XPM, have the ability to add timesheet narrations to a Billing narration from the “clock” window.

    1 vote

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  11. Enable reporting / export for the 'Fee from Refund' field under Tax under the Tax and Company section in clients.

    The other fields in the ax and Company section are available in the Client & Contact Report Builder, however this field is overlooked. I understand that there is a 3rd party request to have this field included in the Client API.

    3 votes

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  12. In Xero payroll, when pay runs are posted before the pay date there needs to be a delay in the employees accessing payslips

    1 vote

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  13. Would be great to have a notes section under "description" in recurring jobs in XPM as well as the ability to change font type,size & colour

    2 votes

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  14. A section in Tax on XPM it notifies you that an ITR doesn't have bank account details entered before filing.
    This will help solve the issue of filing tax returns with missing client bank accounts for refunds.

    1 vote

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  15. It would be good to filter deleted clients like we can for archived clients on XPM custom reports. At the moment they display on the Income Tax report that compares clients with the ATO list and there is no way to filter them out. It makes finding clients who have dropped off the ATO list difficult.

    5 votes

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  16. Xero don't currently have specific SMSF fields available to report on in the Report Builder.

    This would be great if made available in the future.

    4 votes

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  17. In XPM, if we want to look at what tax payment notices we’ve sent to a client, we can’t see this by looking at the individual client’s dashboard. We need to go to the tax menu then search the client. It would be good if we could see it on the individual client’s dashboard as a section in the Tax Returns tab.

    1 vote

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  18. Create custom fields that allow document uploading.

    2 votes

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  19. Currently is it not possible to generate an exception report showing new clients added during the previous month, quarter or year. This is an important piece of reporting for CRM purposes. Similarly, it would be nice to generate an exception report showing client changes with appropriate attribute filters.

    40 votes

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  20. An option to automatically have all invoices on 'fixed price' for pricing mode on Xero Practice Manager instead of 'Calculation Price'

    6 votes

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