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For accountants & bookkeepers

For accountants & bookkeepers

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458 results found

  1. I want to be able to update start and end dates on jobs easily in the all jobs screen. Would help a heap with annual accounts planning

    3 votes

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  2. The search was recently changed so you could search by client, but now if I search for 'GST' it will bring up all jobs with GST even in the description (i.e. a bunch of annual accounts and other jobs). Can the search be limited to Job Name rather than the detailed description in the job?

    2 votes

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  3. Have the ability to search the client list by TFN or ABN

    22 votes

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  4. Hi
    We're enjoying the new Job Manager screen in XPM but would love it even more if there was a value column added to show the $$ amount of the time budget. For example, it's great to know there's still 30% available time but what amount is left and more importantly if the time budget is 115% what is the amount over budget.

    6 votes

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  5. It would be handy to be able to select (and deselect) in bulk when adding fields to a custom report. Currently, you can only select one item at a time from a dropdown list. It becomes very confusing when adding multiple fields, particularly when you have to keep scrolling down to find the field that you need. Also, it is difficult to determine which fields have been added etc.
    it would be useful to have checkbox function to select and deselect the required fields.

    2 votes

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  6. At present it is not possible to provide a quote to a group. Eg Joe Bloggs has a company, trust, partnership and smsf and his wife and kids. We want to provide a quote for the group however XPM only allows the quote to be done for the one client.

    1 vote

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  7. This would be so beneficial as it would allow us to use inventory fixed fee pricing like in Xero but still analyse staff time cost against the fixed fee price

    1 vote

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  8. We do not use milestones - is it possible to stop this showing in jobs so there is less info on the jobs

    1 vote

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  9. It would save so much time if we could prefill year into the job name when we create a new job, and client name into the description so that when the description prefills into the invoice it specifies the entity.

    1 vote

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  10. Where $nil value invoices are pushed to our "Xero Export Failed" list, it would be great to be able to select all $nil balance invoices in the "Xero Export Failed" list, and "Write Off Balance" in bulk. Currently we need to go into each invoice, one at a time, and select "Write Off Balance"

    1 vote

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  11. In XPM Report Builder, for "Monthly Summary" report types, there needs to be an option added for 12 months of data to report.

    This would allow a full financial year's worth of data to be summarised monthly where required.

    7 votes

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  12. Recurring jobs allow for staff allocation. When you need to amend these reallocations they have to be done one by one. We would like to be able to make these bulk as they can be in live Jobs.

    38 votes

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  13. Can we please have the budget listed on the invoicing page under a job when you produce a final invoice.

    Currently there is job, name and description listed on this page but not budget.

    2 votes

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  14. Currently we have to create GST/Tax returns one at a time for our entire list. It would be great if we can create gst returns on the gst jobs in one go so we don't miss any on the outstanding report.

    2 votes

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  15. Ability to choose to have the latest timesheet entry appearing at the top of the list in the timesheet view instead of at the bottom.

    12 votes

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  16. Thanks to the team for releasing the ability to link one contact to multiple clients! While appreciated, it falls a tad short since only the "Position" is set per client. If possible, it would be great if the Salutation, Addressee, Phone, Mobile, Email Address, and Custom Fields, could also be set on a per client basis. This would allow for flexibility where the one contact has different contact details per client.

    One example is a bookkeeper that works for 5 clients of ours. For two of those clients, they use hey@awesomebookkeeping.com. For the other three, they use accounts@client1.com,…

    3 votes

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  17. There is currently no functionality to either re-name or disable the standard business structure types provided in XPM. For example "Not for Profit" is technically an entity classification - a NFP classification could apply to a Private Company, a Public Company or an Incorporated Association to name a few examples. We have used custom fields to profile these types of classifications separately. Currently, we have to manually review business structure profiles & update these where types outside our guidelines have been applied. It would save a great deal of hassle if unwanted types could be re-configured or disabled at practice…

    2 votes

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  18. Have the ability to add extra info to the top level view of a client, or members of a client group, within XPM such as ABN or TFN without having to open the client record to find the details - particularly helpful for large client groups with many entities and individual members

    1 vote

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  19. Change Capacity under Settings/Practice to allow for Saturday and Sunday so that on the Dashboard for Time Summary the time entered on Saturday and Sunday shows and is reflected in the Productivity circle on the Dashboard

    13 votes

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  20. We have an Income Tax Client Report (ITCRPT Report) which links to the ATO and shows us who still needs to be lodged and their due date. We would like to add jobs to it so we can see the progress of their associated tax return job. Xero Support have advised currently, it is not possible to include any extra details to the ITCRPT Report.

    2 votes

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