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For accountants & bookkeepers

For accountants & bookkeepers

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417 results found

  1. Ability to transfer tax return link to other jobs. we have created a tax return in the wrong job or want to transfer the return to another job. Would be great if the hot link can be disconnected and reconnected to a different job.

    58 votes

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    Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.

  2. You have 4 other online cloud document management systems listed via XPM. We use SharePoint and would request this to be added as a further option to link our programs for efficiency and easy of use.

    We would then like tasks to be setup in jobs, that we can "link" documents in Sharepoint, to tasks/jobs in XPM.

    22 votes

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  3. My Timesheet Information View
    Highlight/Bold the Client name for each entry.
    Make a hyperlink for.
    When reviewing timesheets is easier to think in terms of the client than the job name.

    2 votes

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  4. We need the ability to add multiple email addresses for a client. Not extra Contacts, but the main email address for a client. Currently you can only enter one email address, this is the address that tax payment letters (for example) are automatically sent to. However, some clients want these to go to more than one address. We have to keep a separate spread sheet and our Tax administrator needs to manually send tax payment letters to those clients.
    Something similar to Xero Blue, where you can add an extra email address for invoices and statements to be sent to,…

    372 votes

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    Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.

    This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.

  5. Can you create a way that when we send out a Tax Return to be signed in Practice manager, Xero sends a notification to the admin team at the same time so they can create an invoice.

    2 votes

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  6. XPM include archived clients in XERO search / list endpoints. Similarly, to how contacts in the accounting API are handled by passing the includeArchived=true query. This will allow clients from XPM with a status of ARCHIVED to be included in the response.

    17 votes

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  7. Run a report that will show all notes added by a client.

    E.g
    - Client A reviews their xero, and realises the cost centre is incorrect and adds a note (not the description)
    - Manager is reviewing the bookkeeping and wants the bookkeeper to reallocate items and attaches notes to the reports.

    These notes cant currently be ran on a single report.

    1 vote

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  8. 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.

    4 votes

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  9. Previously, there was a list online which showed all the data fields and which reports contained which fields, which made it really easy to build customised reports that held all the fields I needed, or allowed me to confirm that I needed to combine two separate reports. That list has disappeared.
    Can you please release an updated list of data fields for the report builder for XPM so that it's easy to identify which fields belong in which report?

    1 vote

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  10. As a dedicated Xero partner, I've been leveraging the capabilities of the XPM Suite in conjunction with Seamlss to manage and streamline my operations. While the current integration offers a range of functionalities, I've observed that the existing API limitations are hindering our efficiency.

    One of the most pressing concerns is the manual transfer of sensitive client data, especially Bank Details. My administrative team often finds themselves in the tedious and risky position of copying and pasting this critical information due to the API constraints. This not only consumes valuable time but also poses potential security risks.

    The Xero Practice…

    17 votes

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  11. It would be great it we could have a Task automatically added to the auto-generated job when we have the 'Create Activity Statements on a newly generated job' option checked.

    19 votes

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  12. Productivity Reports

    I am using report builder to create a productivity report for my staff. What i would like to show on the report is:

    Capcity reducing time + billable time + non-billable time = total time for week

    I would then like a productivity percentage calculated as billable time / (billable + non-billable).

    I would also like this report to have a YTD actual column and YTD budget column so that on one report I can see how productivity as been for the most recent week but also YTD on the on the report.

    This will then tell me…

    4 votes

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  13. It would be helpful to merge clients in XPM where two accounts have been created (different names) and tax returns filed under each one. For example a client entered under their maiden name and married name who have filed tax returns. In our case a duplicate was accidently created when doing the return and we have no way to now shift the tax return to the correct and active client account in XPM.

    25 votes

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  14. There could be many possible things to be able to track in there, but I would like to be able to:

    Limit the 'states' shown to things I am directly involved with like 'For review' and 'For Invoicing'.

    My secretary would want to see states that apply to her like 'to sign'.

    Only show 'Priority level' High and Urgent (with the flick of a keystroke)

    Possibly allow some of the functionality in the 'jobs' tab or the report builder to be 'saved' in the dashboard screen like mini tables that update real time?

    4 votes

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  15. When going through tax payment letters it can be useful to make a note i.e spoken with client re tax or checked IRD. However, once the tax payment is approved it cannot be edited or deleted and also will not remain in the notes box but rather provisional tax history.

    1 vote

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  16. it is not possible to add the Vat field to a custom report in Xero

    Would be useful for this to be resolved

    1 vote

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  17. It would be efficient to have recurring time entries to be saved as a favorite in XPM instead of having to complete all three segments about Client, Job & Task. Especially for daily recurring Internal Time entries such as Non-Billable Time for Meetings, Personal Breaks or Filing Emails etc.

    21 votes

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  18. Please can you design an app for XPM to record time on the go. It was such a wonderful feature when integrated with workflow max and would help so much when visiting clients on the go.

    17 votes

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  19. We work in small teams and it would be great if we could get a "Staff" drop down added for the client set up. So we could know the partner on the account, the lead accountant/manager and the staff member that works on the file so we know who to approach for various issues :)

    40 votes

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  20. People who enter invoices and bills but can't access banks should be able to have permission to see AR and AP reports even if they are not permitted to see other reports

    10 votes

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