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For accountants & bookkeepers

For accountants & bookkeepers

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458 results found

  1. I'd like a dashboard showing all clients listed under our organization with all banking details as well as in the moment bank feed status (ie: is the bank feed active, does it needs to be refreshed, has it dropped). This would enable those that have many clients under their organization to work smarter to fix bank feeds as soon as they're down without delays.

    91 votes

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  2. 2 votes

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  3. If you send an email from the XPM Job it automatically adds the details as per the "name" field of the job as the subject in the email.

    Please add the name of the client after the insertion of the "job name" field of the job in the subject.
    If I do have a client with multiple entities, it can be confusing for the client as he does not know for which entity the mail is - he only sees the job number and the job description. If you look in history of your mails you can then also search…

    1 vote

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  4. Please add an option in collaboration to show active only or ALL jobs.

    We sometimes receive mails after the job was completed(or billed) but then we must open the job to allocate any mails received.

    1 vote

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  5. Make the Job 'State' an editable field when running report.
    It would be helpful to have the ability to update the Job 'State' from a report.

    5 votes

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  6. Would be great to be able to customise reports generated through XPM so when generated it pulls through with the company logo, font preference and formatting instead of the generic format OR exporting to CSV and having to edit this every single time.

    2 votes

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  7. It would be beneficial if notifications were displayed on the job dashboard in XPM, specifically for each individual job.

    1 vote

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  8. It would be great if there was some automatic notification to the client/job manager that a draft invoice has been raised and is awaiting approval.

    Probably just one email per day so they are not being spammed!

    3 votes

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  9. Timesheet view and function similar to outlook calendar. Where it shows your timesheet entries like meetings on your calendar.

    1. It would be quick and easy to identify gaps you are missing
    2. Being able to drag them to extend or reduce entries
    3. Being able to copy and paste an entry. Make for faster input.
    43 votes

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  10. We have staff that need to see who the biller client is for a group however we do not want them being able to see staff timesheets.

    We would like the Access Financial data tab broken up to enable staff to see the billing client.

    4 votes

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  11. XPM Timesheets/Timeclock - The ability for the saved time to be ordered from the most recent time to the first time entries of the day so you can quickly see when you last entered time, as a start point. This saves a whole lot of scrolling if you have a lot of entries for the day.

    2 votes

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  12. I would like to build a client report that shows the XPM client name but then also shows their Connected Xero organsiation (as this is often different to the XPM name).

    32 votes

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  13. It would really make my life easier if you could please allow the [Month] [Year] option to label on the task for recurring jobs. This would allow us to see in blue Xero the label of the task namely month and year when invoicing our clients. This would be really helpful when identify numerous jobs and tasks for the same client as the job name does not appear on the invoice in blue Xero. Also, with using the [Month] feature, it would roll over in the next recurring job on its own.

    2 votes

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  14. XPM - calendar view rescheduling

    Being able to move jobs in the calendar view to reschedule, without having to go through the "edit job" process.

    1 vote

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  15. The 3.1 version of the API only gives UUIDs instead of numeric IDs. I would like to see all URLs on the website accept either UUID or numeric ID. This already seems to be partially supported, but I would like to see full parity with numeric IDs and UUIDs.
     
    E.g. When viewing a client, the url is:
    https://practicemanager.xero.com/Client/{NUMERIC_ID}/Detail
    but the website will handle a uuid here too
    https://practicemanager.xero.com/Client/{UUID}/Detail

    Similarly for a job
    https://app.practicemanager.xero.com/job/jobview.aspx?id={NUMERIC_ID}
    https://app.practicemanager.xero.com/job/jobview.aspx?uuid={UUID}

    But unfortunately viewing a group is only possible with numeric ID
    https://practicemanager.xero.com/Group/{NUMERIC_ID}/Members
    but not as
    https://practicemanager.xero.com/Group/{UUID}/Members

    Given that using the XPM API v3.1, you ONLY…

    3 votes

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  16. Recurring job screen in XPM is too narrow. Can't see all of the job name or full dates. Would be good to fill the screen to allow more information to be visible rather than having to click in to each job.

    4 votes

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  17. The ability to have client codes and export codes be the same to make it easier when bulk updating manager and partners

    3 votes

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  18. AU Tax - report field for Payer Name from Payment Summaries

    11 votes

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  19. 1 vote

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  20. In MYOB, we had individuals as well as partnerships and trusts (which names included surnames of the associated individuals) set up in surname order, which would allow the clients to be sorted, filtered and exported to various lists or worksheets in that order and make it easy to compare/pick up other fields that should be the same for the group/family members (like addresses, emails for tax notices etc). In Xero, however, the names are sorted by the Name* (for entities) or Display Name* (for individuals) - the fields which we only want to be used as display names on the…

    3 votes

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