Manage Users

Add and edit User Accounts, assign User rights, reset passwords, and configure My View defaults.

Manage Staffing Assignments

 Find and replace staffing assignments in bulk at the Client/Entity or Task level.

Change Password

Change the password of the currently logged on user.

Bulk Manage User Groups and User Rights

Bulk Manage User Groups and User Rights.

Manage Clients/Entities

Add and edit Client/Entity information and change settings in bulk, including primary Task type, Client/Entity type, location, and Group membership.

Manage Groups

Organize Clients/Entities into Groups to enhance searches.

Create New Tasks

Create new Tasks in bulk.

Rollover Tasks

Use this utility to manually roll forward existing tasks in bulk.

Manage Recurring Tasks

Automate Task creation through a flexible scheduler interface and define the assigned responsible person.

Add/Delete Task Deliverables

Bulk add/delete Deliverables to Tasks which are in No Info In Status.

Bulk Operations Status

View current status of background bulk operations such as Task creation, rollover, and recurrence.

Delete Tasks & Purge Data

Delete Tasks in No Info In, NLC, No Longer Task/To Be Deleted, or Recurring Statuses. Delete Task data for Tasks in Completed Status, including Assembly, Shipping, Issues/Points, and eFile information.

Restore Deleted Tasks

Until XCM Solutions periodically removes them permanently, restore selected Tasks which have been deleted.

Delete & Restore Deliverables

Restore or permanently delete Deliverables which have been removed from all Tasks.

Manage Settings and Defaults

Configure integration and select defaults for shipping method, fiscal year end, and Task category.

Manage Custom Grid Settings

Manage Custom Grid Settings for My View and Search page.

Manage Workflow Statuses

Administer and customize workflow Statuses and whether notification emails are generated when a Status is assigned.

Manage Task Types

Edit default and/or add custom Task Types for each of the firm’s Task categories.

Create Deliverables

Create and customize system-wide Deliverables including due dates and extension dates.

Manage/Customize SignOffs

Customize the SignOff page for each Task Type and define warning prompts for uncompleted SignOffs.

Manage/Customize CheckLists

Customize the CheckList page for each Task Type.

Prepare For Import

Export to Microsoft Excel firm locations, active Task Types, Users, and Groups to enable later import of Users and Clients/Entities into XCM.

Manage Workflow Mapping

Manage Status for each Task Type.

Manage eFile Mail

Manage eFile consent reminder email.

Link XCM Clients/Entities To External Clients/Entities

Search for and link XCM clients/entities to existing external clients/entities.

Import Or Exclude External Clients/Entities

Import external clients/entities into XCM or mark them as excluded.

Import Actual Hours Into XCM

Import actual hours into XCM.

Schedule Automatic Synchronization

Update XCM clients/entities with changes to external client/entity information.

Location/Office Mappings

Map external locations and offices to XCM locations for linking and import.

View Client/Entity Detail Mappings

Shows mappings between external client/entity database and XCM client information fields.

Manage External Client/Entity Types

Map external client/entity types to XCM client/entity types and set default Task Types.

Manage PM Service code Mapping

Map external practice management service code to XCM Task Types and role names.

Manage User Time Exception

Ability for individual users to reconcile their practice management time entry with XCM Task.

Manage PM Skill level Mapping

Map external practice management Skill level to XCM role names.

View Integration Status

Displays progress and status of bulk client/entity linking and client data synchronization.

Manage Portal  

Manage Portal