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For accountants & bookkeepers

For accountants & bookkeepers

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458 results found

  1. Build in the ask functionality in XPM and link it to a query

    1 vote

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  2. Some sort of link for each partner so we can have clients sign up with us directly from our website. Alot of my clients sign up for all my services from a link on a website. This would be very beneficial in my opinion. See this one for example with zoho books.

    1 vote

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  3. How can I make the client and detail columns wider. It is very restrictive as I cant fully see the client code and description. I know this is a Xero development issue but it would help a lot. It is really convenient to bill from this screen. Also I arrange the clients alphabetically, and when going into a client and see what to bill, when i go back to the WIP list it defaults back to sorting by value.

    1 vote

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  4. It would be helpful to be able to insert a merge field such as 'Tax Year' into the description of a task. Handy when it comes to preparation of the invoice as not all returns are for the current year.

    4 votes

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  5. 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.

    2 votes

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  6. Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job.
    I would like to do a bulk creation of the Job and also then bulk creation of Tasks and Estimated Time, and to allocate to Staff on the Job. Or an easy entry area to update the Job Task Estimated time so you don't have to enter into each job individually to enter this data.

    12 votes

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  7. Good day,

    Would it be possible to allow us to import the staff assignment via the CSV import file rather than assigning staff afterwards. Same for the template, category and job state.

    Regarding the bulk staff assignment function, could we add filters and have the columns sort when you click on the column headings of this section please.

    These two short comings is creating a huge delay in annual job creation for routine jobs.

    No we cannot use re-curing jobs as XPM does not have the functionality yet to choose the date on which the re-curing job is created, you…

    18 votes

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  8. 90% of the time when I want to move a timesheet entry it is to a different job for the same client and probably 99% of the time it is to a job for a client in the same group.

    However the "To" list that pops up is for all clients and when you type the first few letters of the client name it appears on the bottom line of the screen so you still usually have to scroll down to find the correct job.

    Is it possible to make all the jobs in the "From" client's group appear first…

    1 vote

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

    246 votes

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  10. Xero Practice Manager Timesheet upload. We have staff that complete the same administrative tasks each day every week for up to 50 clients a day. Entering these times in XPM is extremely time consuming and the time spent rarely changes. It would be extremely useful to be able to import a timesheet template with set clients/tasks/times. Then they only have to make modifications to timesheets. This would reduce time entry burden by two or three hours per week.

    12 votes

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

    38 votes

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  12. In XPM jobs, have the option to view all timesheet narration and time spent in the financial tab. Currently, it only shows the task and time time/cost, but not the narrations. Previous Xero product WorkflowMax had the ability to show all timesheet narration of a job in the financial tab without clicking into the Billing Work Sheet. See attachment 1 for an example.

    1 vote

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  13. 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.

    15 votes

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  14. Ability to specify from a list of practice Xero organisations where to publish XPM invoices, as the practice bills from multiple legal entities.

    1 vote

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  15. It would be really handy to have a Tax Returns tab when viewing a client group. This would allow you to easily see at a glance the status of a groups tax returns, rather than clicking into each client individually.

    1 vote

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

    1 vote

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

    3 votes

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  18. 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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  19. 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.

    28 votes

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  20. 2 votes

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