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For accountants & bookkeepers

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462 results found

  1. Currently XPM does not send automatic birthday messages to clients. It is a very manual process.
    It would be great if birthday messages are sent automatically out of XPM.

    7 votes

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  2. Add the ability to change the order in which jobs appear on an invoice when preparing an invoice with multiple jobs.

    11 votes

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  3. Ability to report on all fields in XPM. Example, Fee from Refund. Odd to have fields available that no way can be used in any reports or export of data.

    2 votes

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  4. Currently only able to raise progress job invoice in client. abilitiy to raise both progress and final invoice would be better than having to go to invoicing to raise final invoice.

    3 votes

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  5. A 'Date Added' field would be great, to show when a client was entered into an XPM account.

    It would also be good to add this as a client report criteria, so you can filter dates.

    21 votes

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  6. Ability to move active jobs within a client so that when the automatic retrieval from ATO (+New Return, +New AS, +New CURNN) goes to the top job on the list. At the moment it automatically goes to the last job created. This wont necessarily be the job you want the automatic retrieval to go against. Should be able to sort the active jobs so that this can happen. We currently have to go into the automatic BAS created, delete it, open the correct job and create a new BAS from there.

    2 votes

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  7. Report builder offers the ability to print PDF reports which is great but if needing to use these for external purposes, e.g. a timesheet detail report to supplement an invoice, the criteria/header portion currently has to be printed also. It would be great to have an option to show/hide the criteria/header when printing to PDF.

    4 votes

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  8. Practice Manager - Bulk update ITR due dates within tax return

    If we request the income tax client report through Xero, the due dates update in the client detail level, but not in the tax return if they have already been created.
    Being able to bulk update the due dates within the tax return, especially when deferrals are requested and successful with the ATO would be helpful as manually updating them all can be time consuming.

    10 votes

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

    11 votes

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  10. 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.

    8 votes

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  11. New XPM Contacts that link to multiple clients shows archived contacts when search. This is confusion to know which contact to select when the client has archived entities, if use incorrect one then not using 1 main contact. Currently having to select each one till find the main contact with current contact info.
    Need to block out archived contacts from showing or atleast show a symbol against them so know not to select it.

    3 votes

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  12. 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

    4 votes

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  13. 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.

    7 votes

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  14. 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 :)

    158 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. 

  15. The ability to view/ create Reoccurring jobs within the individual Client. at the moment its a very different setup to create Reoccurring jobs.
    Additionally the ability to convert a single job to a reoccurring job. Will make creating jobs much easier.

    13 votes

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  16. In XPM at the moment a Client is either "Active" or "Archived". The relationships function could be extremely powerful if we have the ability to add a "non client" in order to use them to define a relationship. For example, at the moment we can only add directors to a company where the directors are also clients. For us it means that our relationships are on average only 50% complete as on average only 50% of the related parties are also clients with us.

    We do not want to add these instances as full clients with us because it will…

    42 votes

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  17. In XPM there is currently no option for Unitholders in the Relationships section. Currently need to use either Shareholders or Beneficiaries so that information flows into Group Structure charts that receive data from XPM, neither being ideal particularly when sending that chart to banks.

    Request that a Unitholder option be added to the Rekationships.

    17 votes

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  18. It would be a great help if we could update status for a job as and when the timesheet is done.
    At the moment we go to each job and update the status at the end of the day. In my opinion this would save lot my time hovering around.
    I have attached a screenshot in pdf to better explain.

    64 votes

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  19. We would like the option to convert a Client to a Contact in XPM and visa versa. This would allow us to quickly update relationships.

    5 votes

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  20. Right now it's not possible to connect XPM to a google drive other than 'My Drive' for a Google Drive user. We hold all our client data on a separate Google workspace drive that is shared within the company and want to connect this client drive, so that tasks and clients on XPM can be linked to client folders or documents in the shared client google drive.

    Its not feasible to move those client folders from the shared drive to 'My Drive' in order to access these on Xero practice Manager, and instead we have to paste long link addresses…

    4 votes

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