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For accountants & bookkeepers

For accountants & bookkeepers

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458 results found

  1. I'd love to have the ability to get XPM to email clients once their returns are lodged to confirmed it has been done. So many clients ask for confirmation and emailing each one takes time, a simple email from xero would be great.

    47 votes

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  2. Xero Practice Manager - Bulk unlock or lock of timesheets

    We have a large volume of staff (over 50) so being able to submit timesheets which come across from FYI after we have completed our pay runs in bulk would be ideal.

    In the same vein, being able to bulk update timesheet lines which may contain the same error would also be handy.

    6 votes

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  3. We wish we could use different sequence numbers for each branch and each department in one organisation.

    40 votes

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  4. 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

    20 votes

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  5. When we set up a new lead and allocate it to an owner, the activities should auto allocate to the owner, instead it is setting to the responsibility of the admin person setting up the lead resulting in additional time taken to reallocate each of the the activities causing unnessary time consumption

    4 votes

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  6. As XPM integrates with FYI workflow, and you can toggle between viewing a workflow by jobs or by task, it would be a massive help if when importing annual compliance job templates with pre-defined tasks, you can define the task start and due date as part of the import and not have to individually go through and update these once the jobs have deployed.

    4 votes

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  7. Currently there is no option as was advised by your Support Team. This will help keep most Tax Returns & Activity Statements linked to the correct jobs irrespective of how & when they are created.

    64 votes

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  8. This will allow us to see unbilled WIP for a job all in one spot, instead of having to go to a different screen or run a separate report.

    4 votes

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  9. 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.

    6 votes

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  10. 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.

    10 votes

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  11. The ability to be able to search for client code, email address, TFN and mobile number in the global search.
    you are able to search for a phone number but the search doesn't include the contact phone numbers

    19 votes

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    Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks 

  12. the function to search for clients needs to be easier (similar to the search function) when you are trying to run reports in XPM. It is tiring to go through 3,000 clients on a list to select the one I want to view as the function to run reports only allows me to type the first initial.
    It takes us almost 5-6mins to run a simple report

    21 votes

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  13. Would be great if we could sort by staff in the WIP Ledger reports. We can select staff it in the fields but not criteria. Would be good to provide reports to managers for their staff only.

    17 votes

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  14. 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.

    43 votes

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  15. The ability to add share class in relationships.
    Currently you can only add the number of shares.
    However, we have a lot of companies that have different share class types (A Class, B Class, ORD Class etc).
    SUGGEST: adding a field under number of shares where you can type the share class (see attached example).

    This is a critical feature for our firm that is missing from XPM.

    49 votes

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  16. Be able to allocate write off's on a job to specific staff members.

    5 votes

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  17. Please make the field "Automatically Retrieve from ATO" available to select in Report Builder to be able to create and run reports with this field in it.

    24 votes

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  18. 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!

    3 votes

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

    3 votes

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  20. Id like to have a placeholder for the prior period when using the recurring jobs function.
    When you complete a bookkeeping job you are doing this on prior period data so the recurring job functionality to use 'period' is not useful as it creates the workflow job a week in advance.

    5 votes

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