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For accountants & bookkeepers

For accountants & bookkeepers

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462 results found

  1. 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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  2. 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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  3. Add the ability to reference a job via the url e.g. https://app.practicemanager.xero.com/job/jobview.aspx?id=J012480 where J012480 is the Job Code in XPM.
    Good for reporting and referencing from external sources

    3 votes

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  4. Job Manager - Additional quick job notes Column need to be added which can be seen directly through Job manager screen instead of going inside the Job and then in tab notes

    93 votes

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    Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here. 

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

    11 votes

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  6. Ability to bulk re-allocate invoices to different jobs and or clients.
    It would be great if you could easily re-allocate an invoice (or a cost / timesheet entry) to a different client or job. I have had cases where a clients name/entity type has changed and the recurring invoices have not been posted against the correct client in XPM (old client not new client, even though the invoice is issued under the new name in Xero). Or a client wants to be billed under different entities in a group but there is only one job so i would have to…

    4 votes

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  7. XPM Billing - Ability to bill more than the WIP without WIP write-on.

    If XPM allows carrying credits forward for future use against more work in the future, similar to other traditional practice management software, that would be great. For example, Once we completed the job, we sent out the work with our invoice. If we can carry credits of an hour or two for clients to review the work, discuss and send back the signed copy, lodged & sent assessment etc. This additional time can be offset against the credits that we billed more than the WIP so we…

    5 votes

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  8. 1 vote

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  9. 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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  10. We are finding staff are regularly being logged out of XPM when they move between the 'Clients' tab & the 'Jobs' tab. When this happens it asks staff to log back in, but we are finding it is taking them to random different areas of XPM instead of back to where they were. i.e Setting up a new organisation page, in the middle of a client file etc. This appears to be a basic functionality issue that needs to be fixed.

    20 votes

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  11. I have just learned that XPM does not connect to Outlook and thus Client data is not synced. I thought this would be the most important information to sync with outlook, Afterall clients are who accountants communicate with most.

    4 votes

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  12. Where clients are subscribers to their own Xero but add an adviser who is linked to a Xero partner practice, it would be useful if there was an option for them to choose to give the practice as a whole access so that if, eg, their contact leaves, the practice administrator can give access to their new contact as long as they are Partner Staff.

    7 votes

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  13. In Job Manager, please include the following dates to allow better management of workflow and practice objectives to better service clients:

    • Job Received Date (from client) - make this editable, but history of changes is recorded and viewable.
    • Job Start Date (when job was started on, or triggered, for recurring ones)
    • Job STATE Due Date (for the specific Job States)
    • Job FINAL Due Date (eg. based on deadlines or Practice's targets, eg. within 8-12 weeks of receiving the Job)
    • Last Actioned Date (this can sit within the Comments/Notes column within Job Manager view, just as so many others have requested***).
    2 votes

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    Hi Vernis, currently it's possible to view Start and Due date from Job Manager, however the others you've mentioned are not available. If we make any plans to add State, Last actioned date or Received date we'll update you here.

  14. Improve multi currency capability of XPM.

    Currently, XPM only caters for invoicing out in the base currency and so invoices are done out of Xero. When it compes to KPI reports out of XPM, the info is all wrong. Invoice amounts pull through in invoice currency and not base currency, where as time is calculated in the base currency, these are incorrectly picked up as over and unders. Since there is no way to see what currency the invoice is in, reports from XPM are quite useless and differ significantly to profit reported in Xero for entities that invoice in…

    1 vote

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  15. My firm works with additional bookkeepers, and we do not want to have their business or personal emails displayed in our clients files.

    Ideally, they would be behind the scenes and would just show our practice as connected.

    Next best would be showing first name or first and last name, but no email address.

    We can assign them an email address from our firm for a more professional appearance, but often their certifications follow their own business/personal email addresses.

    3 votes

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  16. I'd really love to see an option in My Xero where the default sorting can be set to the file most recently opened by me (as opposed to alphabetical, or the file last viewed date). That way all of the current clients I'm working on will be near the top of the list rather than having to scroll down and find them, or search each time!

    3 votes

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  17. XPM job financial summary is available from the job screen and financial tab, under "print financial summary". As currently prepared the financial summary does not report actual invoices and total amount invoiced, in addition the report does not include the profitability measures for rate per hour and recovery percentage. This would be useful to have these calculated and presented at the top of the report.

    5 votes

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  18. The 'export invoice to Xero' manual option should be available to staff that have approve invoice permissions. When we have a 'Xero export failed' message and staff correct the error, they need to be able to push this across manually to Xero blue without requesting it from an administrator.

    23 votes

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  19. Can we please customise client page on XPM to add a column for the Account Manager. We currently see the Client NAME, PH NUMBER, and ADDRESS. Can we please add Account Manager to the page?
    It would cut out a lot time when processing morning mail or directing phone calls from clients as this would mean we don't have to open the client file to see who they belong to.

    19 votes

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  20. Can we have the ability to search for a transaction , by amount , payee or description across all bank accounts. Rather than having to go into each bank account and sort dates etc and than search. Having the option to choose all bank accounts, rather than an individual bank account would be awesome.

    232 votes

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    Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search. 

    You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog. 

    We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here. 

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