386 results found
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XPM - Create a Quote for a group of clients
At present it is not possible to provide a quote to a group. Eg Joe Bloggs has a company, trust, partnership and smsf and his wife and kids. We want to provide a quote for the group however XPM only allows the quote to be done for the one client.
1 vote -
We use fixed fee pricing for most of our services but we want to track time and see if the job is profitable.
This would be so beneficial as it would allow us to use inventory fixed fee pricing like in Xero but still analyse staff time cost against the fixed fee price
1 vote -
We do not use milestones - is it possible to stop this showing in jobs so there is less info on the jobs
We do not use milestones - is it possible to stop this showing in jobs so there is less info on the jobs
1 vote -
XPM - Add the ability to insert {year} or {ClientName} so that it prefills into the job when we create a new job
It would save so much time if we could prefill year into the job name when we create a new job, and client name into the description so that when the description prefills into the invoice it specifies the entity.
1 vote -
Practice Manager - Bulk option to Write Off Balance for 'Xero Export Failed' zero-balance invoices
Where $nil value invoices are pushed to our "Xero Export Failed" list, it would be great to be able to select all $nil balance invoices in the "Xero Export Failed" list, and "Write Off Balance" in bulk. Currently we need to go into each invoice, one at a time, and select "Write Off Balance"
1 vote -
Practice Manager - TPAR Form
Add a TPAR tax form in Xero Practice Manager (XPM) so that we can generate signing pages like we can with a BAS or PSAR. When lodging via a client's Xero file or the ATO portal, we tick a box to say we have a declaration from the client, authorising us to lodge their TPAR, but there seems to be no report we can print to show them what we're going to lodge, nor signing pages that they can sign, so meeting this declaration requirement is proving difficult.
Also should be able to print a draft/published TPAR from a client's…31 votes -
XPM Invoices - Budget field on invoicing page
Can we please have the budget listed on the invoicing page under a job when you produce a final invoice.
Currently there is job, name and description listed on this page but not budget.
2 votes -
XPM - Add column for Email to Client list
Can we please customise client page on XPM to add EMAIL.. We currently see the Client NAME, PH NUMBER, and ADDRESS. Can we please add EMAIL to the page?
It would cut out alot time opening each page if we had some flexibility to simply add the email address column on the first page.3 votes -
NZ Tax - Bulk create GST/Tax returns for the period/year
Currently we have to create GST/Tax returns one at a time for our entire list. It would be great if we can create gst returns on the gst jobs in one go so we don't miss any on the outstanding report.
2 votes -
XPM - Branch / Department Feature
We wish we could use different sequence numbers for each branch and each department in one organisation.
11 votes -
Practice Manager: Job Costs - Ability to move to another job
It would be great to be able to move job costs to another job in a similar way that you can move time sheets. More often than not costs are captured on an incorrect job and it is a "pain" to delete this and then to re-capture on the correct job.
25 votes -
XPM - Option to rename and/or disable unwanted "Business Structure" types
There is currently no functionality to either re-name or disable the standard business structure types provided in XPM. For example "Not for Profit" is technically an entity classification - a NFP classification could apply to a Private Company, a Public Company or an Incorporated Association to name a few examples. We have used custom fields to profile these types of classifications separately. Currently, we have to manually review business structure profiles & update these where types outside our guidelines have been applied. It would save a great deal of hassle if unwanted types could be re-configured or disabled at practice…
2 votes -
Document Pack - Ability to cancel without client receiving notification
Document packs that are cancelled, send a notification to clients. it would be good to be able to cancel the document pack and have the option of whether or not to notify the client.
23 votes -
XPM - ability to alter view of client info
Have the ability to add extra info to the top level view of a client, or members of a client group, within XPM such as ABN or TFN without having to open the client record to find the details - particularly helpful for large client groups with many entities and individual members
1 vote -
XPM - Include category when copying job
When Copying a Job currently the Job Category does not get copied. This should be changed to copy the previous Job Category.
1 vote -
Practice Manager | Job Manager- Value column to show amount($) of the time budget remaining
Hi
We're enjoying the new Job Manager screen in XPM but would love it even more if there was a value column added to show the $$ amount of the time budget. For example, it's great to know there's still 30% available time but what amount is left and more importantly if the time budget is 115% what is the amount over budget.5 votes -
Income Tax Client Report - ITCRPT - Extra field request to show progressing status with ATO
We have an Income Tax Client Report (ITCRPT Report) which links to the ATO and shows us who still needs to be lodged and their due date. We would like to add jobs to it so we can see the progress of their associated tax return job. Xero Support have advised currently, it is not possible to include any extra details to the ITCRPT Report.
2 votes -
Practice Manager | Timesheet - View latest to oldest
Ability to choose to have the latest timesheet entry appearing at the top of the list in the timesheet view instead of at the bottom.
11 votes -
Practice Manager | Report Builder - 12 month option in Monthly Summary reports
In XPM Report Builder, for "Monthly Summary" report types, there needs to be an option added for 12 months of data to report.
This would allow a full financial year's worth of data to be summarised monthly where required.
7 votes -
XPM - Add [Client] Group field to Criteria section in Report Builder
In Report Builder when building many types of reports (including Client & Contact and WIP Ledger), we would like to be able to filter for just one Client Group.
However, the [Client]Group field is only available in the Fields section, but not the Criteria section of the report. This means we can run a report for all clients and sort by group, but we cannot run a report just for one group.
This reporting is essential when managing an accounting practice - we need to see WIP Ledger entries pertaining to a particular client group, for billing and KPI purposes.19 votes
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