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For accountants & bookkeepers

For accountants & bookkeepers

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427 results found

  1. Can we please customise client page on XPM to add EMAIL.. We currently see the Client NAME, PH NUMBER, and ADDRESS. Can we please add EMAIL to the page?
    It would cut out alot time opening each page if we had some flexibility to simply add the email address column on the first page.

    7 votes

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  2. I would like to be able to have a selection of criteria for the standard Job WIP Balances Report that allows me to produce that report by certain fields in the report ie Name, State. Also by adding the following criteria would also save me a lot of time exporting and trying to sort by:
    1. Client Group; or
    2. Manager.

    3 votes

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  3. When Copying a Job currently the Job Category does not get copied. This should be changed to copy the previous Job Category.

    2 votes

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  4. Is there a way to flag a client, ie Warning/Ban or make them Inactive but keep their history in Xero?

    We have a system that have a number of clients with similar/identical names and we would like flag a client for particular reason, ie account terms etc or ban etc.

    3 votes

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  5. Can we please be able to view and individuals FIRST NAME and LAST NAME on the Client Details Screen. Currently you can only see what the First Name and Last Name for a client is by going in to Edit the page. It seems extremely weird that you can't view the First Name and Last Name of a client on the Main Details page when arguably that is the most important detials of an Individual!

    2 votes

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  6. Simple WIP report - 1 value per group (not broken down by job or individual client). Just a quick snap shot.

    Easy!

    2 votes

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  7. Ability to set the client branding theme in XPM to push across to Xero. This comes from the branding theme set at the client level not working as the firms default branding theme currently is applied to all invoices. By default it should use the branding theme against the clients contact record in Xero as we have set this up but not working as per bottom comment on this help article here: https://central.xero.com/s/article/Set-default-invoice-quote-templates

    Xero Support response is currently "When invoices sync across from XPM to Xero, they use the theme that is at the top of your list in your…

    9 votes

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  8. Hi Team, would be handy to keep an audit trail of when and by who changes to the Partner and Manager Responsibility fields in Xero Green, thanks

    5 votes

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  9. Be able to view a job's state history - to see who has changed the job's state / marked the job complete and when.

    34 votes

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  10. I would love to build out a customizable reporting dashboard for each client, that I could grant specific access to. It could include specific monthly reports, live reports (like a rolling 12 month p&l for example) or widgets with live reports (for AP and AR) like on the current Xero dashboard. Perhaps include some KPI calculations. As an accountant, I could prepare the dashboard for each client's needs, and then email them a link to the dashboard each month when the accounting is updated.
    With a simple dashboard like this I wouldn't be shopping for outside reporting tools like reach…

    2 votes

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  11. Currently we are only able delete Client Groups in XPM. That means there are 'inactive' groups when the clients move on making it harder to see how many Groups you are actually working with.

    It would be great to be able to Archive instead. This would keep the Group Count 'clean' and you can still report on Groups

    23 votes

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  12. It would be useful if the Tax Payments screen in Xero Practice Manager had an "all" tab, where you could see all tax payments due (for a certain date). This is useful if you don't know what stage a certain letter is at.

    2 votes

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  13. Request ability for individual users to view their own time recorded under Business Menu without having visibility of all other practice users. There are custom reports you can build to report on time recording but the problem is you can't easily see the total time recorded per day for each staff member for the previous or current week, to check for any gaps. It's not ideal for monitoring time recording, whereas the view under Timesheets in the Business menu is much easier to see at a glance if any days are blank or short in time. However, it is not…

    2 votes

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  14. When pulling invoices through from Xero to XPM (i.e. to report on fees v.s. costs/budget), it would be much more beneficial if XPM could locate its Job Reference Number within the line item description of an invoice, rather than just the invoice reference field.

    This would mean multiple XPM jobs could be referenced on the same invoice (e.g. 001 Payroll, 002 Accounts, 003 Bookkeeping), as well as mitigating for firms like ours where we also bill other non-relevant monthly services (e.g. HR, Legal services etc.) on the same monthly invoice to a client.

    Thanks!

    4 votes

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  15. It would be great to have the option for a recurring job to open upon the previous recurring job closing. The current options for when recurring jobs open are very limited.

    7 votes

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  16. New Job Manager Budget % - base on $ not time.
    Please give us the option to set the budget % based on the fee not time.

    As our jobs are created though the Ignition integration, our fee budget $ is prefilled. We don't set the time budget as this would be a very manual process.

    12 votes

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  17. It would be great to get a prompt or warning message that will appear when adding overlapping timesheet entries in XPM. Currently an 8hr day and end up more if time has been entered in twice....

    43 votes

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  18. Can we have the ability to make changes to the Priority list rather than just having the current 4 options.

    1 vote

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  19. It would be great to be able to move timesheet entries between tasks/jobs from within a draft invoice.

    Currently if an employee has allocated time to incorrect job or task, it appears the only way to correct this is to delete the invoice, open the job, move the timesheet entry and then create a new draft invoice.

    Thank you

    8 votes

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  20. To be able to duplicate a contact, therefore not having to retype in the address, phone number and all other details. You would just need to rename the client and change the IRD number etc before saving. This would be a huge time saver.

    53 votes

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    Thanks for starting the idea here, Renee. 

    Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?

    If the last, we have a similar idea over here that I can join you in with. 🙂

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