1234 results found
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Practice Manager | Search - Ability to Create job
To make it easier to create jobs in XPM it would be useful to have a link to create a new job once you have unsuccessfully searched to see if there is a job already set up for the client. At present you have to log out of job search then create a new job, which involves finding the client name again.
6 votes -
Xero Sign - Record IP address and email address used to login
Xero sign/Adobe sign
Esigning and the portal is excellent and very useful.
I get worried unlike when you use Adobe DC directly, Xero Sign does not give trails of who signed back to you.
Whilst probably not too likely things were not signedd correctly, I think we need more robust authentication with the IP address and the email address that was used to login being recorded into a report.
The drill down to confirm the transaction is not very helpful and I cannot work out in the secured pdf where to easily see thse things.
Most other providers have better…
5 votes -
Xero Tax(AU) | Copy & Paste Tax File Numbers
The ability to copy and paste TFN's the same way you can with email addresses, so that you can paste into the TAP.
5 votes -
Recording Statistical data
Xero should be having a feature Statistical GL where one can enter statistical information or numbers which are vital for analyzing business trends.
For example, If I am maintaining books of a restaurant and I want to record daily covers (footfall or number of customers) which can help me analyze revenue per cover, spend etc.
There should an option to create some designated ledgers to input and maintain these statistical information which does not affect any financial statements but can be used for business performance analysis.3 votes -
Xero Tax (AU) - Colour code variances
Currently all ITR Notices of Assessment that come to Xero Tax with a variance are marked with an orange dollar sign ($).
It would help with variance investigation and client contact if the variances were colour coded so that positive variances (those that increase a refund or decrease a payable) are in a blue $, while negative variances (those that decrease a refund or increase a payable) are in the orange $. I would suggest green, but green is often used for 'this has been assessed and confirmed' so blue is a good compromise.
This will give a visual indication…
2 votes -
Practice Manager | Single Place to enter Time (Ad hoc or job)
Suggestion to have the ability to enter 'Ad Hoc' time in the same place you enter time for jobs - i.e. in the Timesheets screen, rather than going through the 'Global Search' screen.
You would select a client first, then select Ad Hoc Time or a job (if an active one exists).
Also, when selecting a client, it would also be handy to be able to start typing a few letters from anywhere within the client name, rather than having to type the first letter or scroll down using the picklist.
5 votes -
XPM - Ability to bill in SGD
Xero should be able to offer billing in other currencies as currently they are unable to bill Xero Practice Manager in SGD.
I was advised by Xero support, that this is because they are part of their Global billing in Practice Manager, so it will automatically be billed in USD.
However, their Xero Accounting invoices are billed in Singapore Dollars, so not too sure why similar principles don't apply?
2 votes -
XPM / Xero Tax - Ability to type the date instead of the date picker
To allow users to type the date in XPM.
Purpose: Because it is easier to type the date instead of the date picker.
22 votes -
AU Tax - Navigate to tab last on after viewing/editing a return
In "Tax" tab, at the moment if youlook up a return in "draft" then go back you are automatically taken back to "All Returns" - if you were able to stay in the same heading that would save time rather having All Returns as default
1 vote -
NZ Tax: Support for inserting Anchor Tags to tax return
NZ Tax
Currently, in XPM it's only possible to customise a cover page of a tax return. However, it's not possible to customise the actual return including the last page.
We'd like to be able to customise the last page to enable an anchor phrase to be entered to assist preparing templates for DocuSign automated signing platform.1 vote -
Advisor Reports - Allow users to enter dynamic date ranges
Hi can you please add in a function to the adviser reports that allows the users to enter in dynamic ranges, such as current date but can also be extended to other fields. As I do not want to be pulling in a new template each time this error occurs, I would like to just amend the pages by inserting the new date reference.
1 vote -
Practice Management | Financial reports for non Xero clients
Ledger system for Company Financials
I have just changed from Reckon Elite Practice Management to Xero Practice Management.
EPM allowed me to enter data from GL summaries from clients various accounting software, prepare year end journals and generate Financial Reports etc.I've found the Financial Report templates in HQ but can only use for clients with Xero subscriptions.
I would like to know what others are using for the above purposes if their client is not using Xero as their accounting software.
1 vote -
XPM - Add graphs to the dashboard for manager
XPM Graphs - please add a dashboard for managers to see the graphs similar to the one presented to each user for all the people they manage
3 votes -
Practice Manager | Client & Group listing - Show Amount due & WIP balance
It would very helpful to show the "Amount due" and WIP balances on both of the CLIENT and GROUP listing screens.
At the moment these screens shows the telephone number and address which does not help at all. At the very least give us the ability to customize
these columns so that we can "choose" what to see3 votes -
Xero HQ - Link Xero accounts for different offices
Have a master overview of Xero accounts from different offices.
The offices administrators staff level can only see their own Xero clients unless added to the master overall practice.2 votesHi Cerith - It's possible to 'group' clients in Xero HQ, and you can also manage your staff's access to practice clients.
Or, is it something a bit different you're after?
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Hubdoc mobile app - Ability to scan invoices without internet connection
Users can scan their invoices via mobile app when they don’t have an internet connection.
Purpose: To make sure that the invoices/documents didn’t get lost in the Hubdoc app when the internet connection is intermittent.
20 votes -
XPM - Send job notification when user added to an existing task
Currently staff members are notified via email if they are added to a new Job Task. Can the notification be be sent when an employee is added to an existing Job Task?
2 votes -
Practice Manager - Rename Partner and Manager client field
Provide the ability to rename the Partner and Manager field. EG change them to Manager and Accountant
2 votes -
AU Tax | Clients - Bulk prepare update reports
Be able to tag and bulk prepare/lodge client update reports at the end of the year to remove clients from our tax agent list.
4 votes -
Xero HQ: Remove date range from footer in Shareholders resolution template
In a shareholders' resolution template e.g., to appoint new directors you currently cannot get rid of the line that says "For the month ended 30 September 2022" or "For the year ended 31 March 2022". I actually want to eliminate that entire line as the date is at the bottom with the signatures or at least have the ability to only have one day at the top of the report.
1 vote
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