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For accountants & bookkeepers

For accountants & bookkeepers

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424 results found

  1. Client History
    It would be great to have a running record of client history in XPM, showing the date and person who, including but not limited to:
    - created the client
    - edited client details
    - archived client
    In a large firm over multiple offices, it would be easier to know who to contact if there are questions about details are entered into XPM, and keep XPM as a CRM up to date.

    198 votes

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  2. It isn't possible to add a quantity column to a report, nor is it possible to pull through Qty data entered in Xero or create a cell the Qty can be manually typed into.

    You can add a note column but this would be to link to a section of the report pack, not a quantity loaded into Xero or a box we could manually type the quantity into. Further the notes section functionality is unable to be renamed and can only be linked to other reports in the report pack. It does not work to bring through Qty data.

    193 votes

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  3. I would like to be able to firstly differentiate my payroll journals from other journals and then produce an end of year report of the payroll journals.

    How you could facilitate this:
    -Tick box on the journal to identify it as payroll related.

    12 votes

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  4. Create a Registered Office field in the contact details so that for client companies, we can have a quick view of physical/business, postal and registered office details. Currently, we have had to create a custom field, which you have to scroll down to the bottom of the page to view.

    98 votes

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  5. XPM - Lock timesheets when a draft final invoice has been prepared.
    We are having issues with staff adding time to a job when there is a draft Final invoice that has been created. Then the invoice is approved and the added WIP does not get picked up and sits on the now completed job for us to stumble over months later. It makes sense to lock the timesheets when a Final invoice has been drafted.

    39 votes

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  6. We'd like the ability to import job budgets at the time of importing new jobs. The budget field seems to be a standard field for jobs, so I see there would be no reason we can't add the budget at the same time of the import.

    10 votes

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  7. Would love the ability to efficiently reassign clients in bulk within XPM, using tickboxes (like in the jobs list) to select the relevant clients and reassign to a new accountant. The import/export feature is clunky and often errors on import. A quick and easy way to complete this function would improve client experience when a new accountant joins the firm.

    69 votes

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  8. The ability to bulk upload/import Recurring Jobs via .csv file, in the same way you can Bulk Import Jobs that are not recurring.

    This allows for each row to have the copy/paste capacity for overlapping criteria and can be quickly created through a spreadsheet (which could stem from an Export of your client list to 'schedule' your job creation throughout the year).

    One import for an entire client base would be considerably more streamlined and efficient.

    53 votes

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  9. It would be great to be able to print or export the Productivity Dashboard like the other standard reports.

    6 votes

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  10. It would be great to see the budgets easily when we open the Jobs tab in XPM. This will help us have a quick glance at the budget for each job rather than opening each job in a new browser tab or generate a report.

    28 votes

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  11. When preparing an invoice, it would be great if you could replace the radio buttons with check boxes within tasks and also be able to bulk update the Billable status on timesheet entries within a task to Yes, No or Future.
    If you have a task with a lot of timesheet entries, and you only want to bill a few of them, it's very time consuming to have to select one by one to change the Billable status to Future.

    6 votes

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  12. To have a function that essentially works as a sticky note on the details page of the clients file. Although there is the notes function, it it easily lost within the multiple tabs, however if something was right there on the home screen for all to see it isn't as easily missed/ignored. It could be something simple like a staff member has been trying to get in touch with the client, or bringing attention to an address change, noting the preferred method for documents to be signed etc.

    30 votes

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  13. Can we please have a general Relationship Type option for relationships such as "family" or "associate"/ partners. This would be for general family relations like siblings, cousins, in-laws etc.

    89 votes

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  14. Currently, retrieval of PLS Reports (EFT reconciliation report for client trust payments) relies on a manual Retrieval. It would be ideal if this report could be set to automatic retrieval.

    5 votes

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  15. It would be great if we could have the option of a display name as legal name for all entity types and not just individuals to help differentiate different entities with the same name. For example, we have a few trusts that share the same name but are completely separate entities belonging to different client groups and it can make it hard to tell those apart at a glance.

    29 votes

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  16. It would be really helpful to receive notifications when a client pays their payrun.

    Especially for our large PAYG Withholding clients, where we send them an email of the tax withholding payable. As large PAYG Withholders only have a roughly a week to pay, an email notification would be a timer saver. As we wouldn't need to log in to check that the pay run has been paid.

    2 votes

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  17. Be able to link multiple Xero files to one XPM client.

    34 votes

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  18. It would be ideal to have the ability to remove yourself from a practice in XPM. For example, if you are consulting to a firm and they aren't maintaining their staff list and removing access promptly when the contract is complete, you would be able to have more control over the security of a file and keeping your list of practices clean by being able to remove yourself from their practice.

    6 votes

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  19. Could we please get the ability to add columns to the client page in XPM? The ability to search or find at-a-glance the export code would save a lot of time.

    7 votes

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  20. Have standard merge field for Partner, Account Manager, Job Manager for letter templates, email templates etc

    5 votes

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