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For accountants & bookkeepers

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458 results found

  1. Xero to automatically log the time you spend in each client and summarise monthly/ average 12 monthly.

    No stop/start. 10 minute auto logout.

    Advantages: no additional work for the user
    Disadvantages: not an exact science.

    8 votes

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  2. Able to create recurring tasks from an existing task.

    Purpose: It’s easier to just create a recurring job from an existing job, rather than creating a new job.

    41 votes

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  3. I often have a draft bill for recurring expenses that I need to edit. When I update the amounts, it updates the total on the bottom, but it doesn't update the amount in the upper right corner (why not?), so I have to edit that as well. This creates another keystroke and mouse move that is annoying. What is the purpose of that total remaining the same after I have made the other changes? It should update automatically.

    5 votes

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  4. Would like the ability to run a report with any fields that are available for the client - not be limited because a certain field is tagged as a job or tax field. Example is having a report with client, job and tax fields all listed

    5 votes

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  5. Keyboard shortcuts in Xero Practice Manager

    Currently only have a shortcut for search (forward slash) in XPM, would like more shortcuts (like there are in Blue Xero) - eg:
    Dashboard / Clients / Jobs / Tax / Business / Reports tabs.

    3 votes

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  6. TAX - Payment letters awaiting approval report in XPM to include [Payment] Payment Since Approved [START] field

    1 vote

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    Hi Debbie, the 'waiting approval' report only contains unapproved letters. And the field you've references would only contain payments 'since approval' so even if included, would always be 0.00.

    Could you share a little detail of any underlying pain point you're looking for this idea to help you solve? It'd help in sharing back with the team and considering how this could be tackled. Thanks!

  7. To allow users to type the date in XPM.

    Purpose: Because it is easier to type the date instead of the date picker.

    26 votes

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  8. XPM Graphs - please add a dashboard for managers to see the graphs similar to the one presented to each user for all the people they manage

    4 votes

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  9. Improving XPM Workflow Capabilites with Seperate & Specific Job States & Automation Triggers

    Seperate set of state for different job templates/workflows. XPM currently only has one set of job states. there should be the ability to have multiple for different jobs. These states should also be able to be transferred into a kanban board view and when the job state is changed either by drag & drop or dropdown certain automated actions should be triggered such as automated emails or deploying client or internal forms to be completed etc. At the moment the XPM's workflow capabiliteis are extremely limited.

    3 votes

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  10. In Xero Practice Manager's dashboard be able to enter leave by selecting a start and end date. So we do not have to enter each day one at a time, especially when you have long service leave to enter! This is extremely time consuming and irksome.

    5 votes

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  11. Many of the to-do items under tasks aren't useful or applicable to us. We would love the ability to add meaningful to-do items to our tasks as a default, not on a job by job basis.

    3 votes

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  12. The ability to filter whether a client has coded their file to a certain date. Filter through XPM list of jobs (eg BAS) by clients who’s file is ready to prepare.

    4 votes

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  13. To make it easier to create jobs in XPM it would be useful to have a link to create a new job once you have unsuccessfully searched to see if there is a job already set up for the client. At present you have to log out of job search then create a new job, which involves finding the client name again.

    6 votes

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  14. Suggestion to have the ability to enter 'Ad Hoc' time in the same place you enter time for jobs - i.e. in the Timesheets screen, rather than going through the 'Global Search' screen.

    You would select a client first, then select Ad Hoc Time or a job (if an active one exists).

    Also, when selecting a client, it would also be handy to be able to start typing a few letters from anywhere within the client name, rather than having to type the first letter or scroll down using the picklist.

    5 votes

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  15. Xero should be able to offer billing in other currencies as currently they are unable to bill Xero Practice Manager in SGD.

    I was advised by Xero support, that this is because they are part of their Global billing in Practice Manager, so it will automatically be billed in USD.

    However, their Xero Accounting invoices are billed in Singapore Dollars, so not too sure why similar principles don't apply?

    2 votes

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  16. It would very helpful to show the "Amount due" and WIP balances on both of the CLIENT and GROUP listing screens.
    At the moment these screens shows the telephone number and address which does not help at all. At the very least give us the ability to customize
    these columns so that we can "choose" what to see

    3 votes

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  17. Be able to tag clients

    Purpose; so we can bulk tag non current clients for archiving and create jobs for the next days individual tax returns.

    5 votes

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  18. Partners can see/change to all staff's dashboards from within their own dashboard.

    Purpose: to monitor poor performing staff in a timely manner

    3 votes

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