395 results found
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XPM - Job Manager - Add Work In Progress column
This will allow us to see unbilled WIP for a job all in one spot, instead of having to go to a different screen or run a separate report.
1 vote -
Practice Manager | Report on Final Returns lodged
I am wanting to run a weekly report which lists any lodged returns that have been ticked as Final Returns in the return itself. This will then trigger a set of tasks to wind up the client (ie ASIC deregistrations etc).
10 votes -
Staff Privileges - Option to edit 'billable' tick on costs
We have access to costs locked down so most staff cannot edit entered costs. However it would be useful if they could tick or untick the billable option that determines whether the cost appears on the invoice or is absorbed.
1 vote -
XPM - Time Scanner & Tracking
Similar to Xero Receipt Scanner, but just for timesheets
A functionality (app) that can scan a manual handwritten timesheet from a notebook and enter the time spent into XPM timesheet, for people who prefer manually writing timesheets in a notebook.
1 vote -
Clients - Ability to assign multiple job numbers
we use job numbers to identify the works being carried out so I entered the Job number in Contacts against the Client name but this number comes out on the invoice against the client name on the address block. It would be good to be able to have multiple jobs nos for each client so we can identify the job no. on the Customer page
2 votes -
Practice Manager | Ability to send reminders for GST to clients
GST reminders
Like the Tax reminders for provisional and student loan but for GST and maybe even PAYE, so if you create and file the GST return though Practice Manger it feeds back info on what is outstanding and what has been paid with the option of sending reminders out to clients on payments due about a week out from the final date.4 votes -
Practice Manager | Recurring Jobs - 2 date fields (Issue date & work start date)
It would be useful to have two dates for recurring jobs - one on which the recurring job is generated and a second date for when the work is to be started. We like to have all of our annual jobs generate on 1 April so we can easily see what work is outstanding for the year, received or not, but we obviously can't start everything in April. The planning aspects of XPM would be more useful if we could set the jobs to generate on 1 April then input a start date of when we are likely to start…
12 votes -
XPM - Enter Ad-Hoc time against a historical date
Ability to enter historical Ad-Hoc time. If entering ad-hoc time for yesterday or older - you have to enter as todays date, then edit the entry to change the date.
Would be much easier to have the option to select the date in the initial posting - rather having to edit.
1 vote -
Tailor system data fields i.e. customise Year End date.
Ability to amend or remove some of the system data fields such as 'Year end date'. Not all clients need a year end date (for example if they have just signed up for some consulting work). We have successfully used 'custom fields' to tailor XPM to match our client database needs and it would be great to also have control over some of the custom fields to remove as we don't need all of them.
1 vote -
Job Manager - Manager name
I would like to see the Job Manager in the Home page of the jobs workflow. At the moment you can only Filter by Manager, however I want to see the status of all of my jobs with the manager in a column out to the side.
3 votesHi Katrina, as our team continue to develop Jobs in Practice Manager this is something they're working on atm.
We'll keep you updated on when this becomes available. 🙂
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1 vote
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Practice Manager | Clients - Ability to set separate contact information from linked Contact
Thanks to the team for releasing the ability to link one contact to multiple clients! While appreciated, it falls a tad short since only the "Position" is set per client. If possible, it would be great if the Salutation, Addressee, Phone, Mobile, Email Address, and Custom Fields, could also be set on a per client basis. This would allow for flexibility where the one contact has different contact details per client.
One example is a bookkeeper that works for 5 clients of ours. For two of those clients, they use hey@awesomebookkeeping.com. For the other three, they use accounts@client1.com,…
2 votes -
new title mx
XPM does not cater for titles for non-binary individuals. We have an individual who is non-binary. Their title is MX. This is currently not an option that is available in the Title drop down menu. Can this be added by Xero please?
3 votesThanks for sharing your idea here, Tanya. To check would this be for a client or staff's details? Just want to make sure we're sharing back with the right product team.
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Xero Practice Manager: Report on which staff can access client tax returns.
Xero Practice Manager - Tax
I want to be able to run two reports to see which staff have tax access to which clients and to see to which clients a staff member has tax access. This is very important for security purposes and additionally to help us meet our obligations as tax agents.
8 votes -
NZ Tax - Create AIM return on a cash basis
The ability to file AIM returns on a cash basis is important for clients for cash flow purposes. Some clients deal with large invoices that don't get paid out within the same period they are issued. This can inflate their tax figure for the period and strain their cash flow until they get paid.
1 vote -
Xero Tax - Bulk ability to move filed to archive
There is an issue with AIM reports going direct to filed tab and have to be individually moved to archived.
There should be some bulk ability to move filed to archive
2 votes -
Practice Manager | Actual time reports based on actual time (not rounded)
If you have your firm time billing set to round up then all of the reports - even actual time reports, report the rounded hours and not the actual minutes worked. This is really inaccurate and makes it really difficult for me to get a good gauge on employee billing and performance. Please look at amending any reports using a rounded time figure that should be actual time.
In addition and also critical to this issue XPM timesheets for payroll but I am also pretty certain that if you are using XPM timesheets for your payroll it pulls/exports the rounded…
2 votes -
XPM - Add unique client ID (such as the Export Code) to Client Relationships Report
Client Relationships Report
Currently, the custom report allows the user to add the Related Client's Name only. Would be good to be able to include a unique identifier as well for the related client, such as the Export Code for that related client.1 vote -
Xero Practice manager - contacts
Client Contacts - Option to Link to a Client Record + Data Synchronisation
1 voteHey Peter, having read over your idea a few times, I'm not 100% sure I understand exactly what you're asking for. Would it be the same as either of these two ideas?
- Practice Manager | Client - Copy a client (including all contacts)
- Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"
If not, would you mind providing a few more details so myself and other users can better understand and upvote it? It'll also mean I can make sure it gets in front of the right product people at Xero 😊
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XPM - Search by TFN or ABN
Have the ability to search the client list by TFN or ABN
13 votes
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