438 results found
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XPM: Make the Productivity Dashboard exportable
It would be great to be able to print or export the Productivity Dashboard like the other standard reports.
11 votes -
XPM reports - [Client] Group(s) criteria to show as dropdown list
When using the field [Client] Group(s) as a criteria in step 3 of report builder, you can only specify the relevant client group name in the text field. There's currently no functionality for a drop down list of client groups to select from similar to the clients field. Requesting this as an option
3 votes -
Job Manager - Set the Primary Contact as the default contact
When each job is created, we manually have to add the contact to the job. If this is not done, the invoice that is pushed to Xero Blue doesn't have contact information and we are unable to utilise the automatic reminders etc. This requires manual monitoring and negates the efficiencies within Xero Blue.
This manual process would be solved if we had the ability to set the Primary Contact as the default contact on jobs that are created. This could for example, be set up as a tick box in settings. This could give people the option to switch on…
7 votes -
Practice Manager - Update capacity settings to allow for 9-day fortnight
Add option for second week under XPM capacity settings to allow for 9-day fortnight. With the current setup only allowing for one week, this impacts the staff KPI reporting rendering it bascially a useless feature.
4 votes -
XPM - Import Job Budgets
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.
13 votes -
Permissions - Additional Staff permissions for editing recurring jobs
Due to issues with staff editing recurring jobs but not updating the job name and/or description I would like to see the staff permissions for recurring jobs amended to have a dropdown list so we can limit staff access to editing recurring jobs but leave access to view, create and delete in the same way as with clients.
3 votes -
XPM - Edit Client Page Layout
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.
13 votes -
Account codes printing on journals
Would it be possible to be able to have the account codes on the pdf manual journal report pleasse. Right now its annoying not to know which codes were used without having to print the journal and then review the chart of accounts to write down the codes manually by hand. The only alternative is to use workpaer journal templates which means doing the journals twice.
3 votes -
XPM - Change dashboard
It would be great if we were able to design the XPM Dashboard with information that we require.
1 voteThanks for submitting your idea on Xero Product Idea's, Tracey. We appreciate you taking your time to share changes that would be most meaningful to you.
Out of interest is there any particular information that you would want to add here?
We'll start to track support your idea receives from the community.
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XPM - Link multiple jobs to invoices
Being able to link several jobs with the one invoice raised in Xero blue. When issuing through Practice Ignition, it only allows you to allocate to one invoice in XPM. Moving the timesheets is clunky and inaccurate
1 voteThanks for sharing, we appreciate you taking your time to share changes that would be most meaningful to you, Narelle.
We get a sense of the community interest from support on your idea, here.
You can find out and stay updated with all Xero releases on Xero Central.
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XPM - Clients show all jobs for groups they are a part of
When you go into a client and enter the jobs tab, there is no job for that client even though they are part of the group that there is a job for and that client is included within that job. The job only shows for the single client where the job is created.
The jobs tab already includes sections for active jobs and archived jobs. It should also show a section for jobs assigned to other clients within its group.
1 voteThanks for submitting your idea on Xero Product Idea's, Peter. We appreciate you taking your time to share changes that would be most meaningful to you.
We'll get a gauge and track support your idea receives from the community.
You can find out and stay updated with all Xero releases on Xero Central.
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XPM - Mandatory notes in timesheets for billable jobs.
Would like to see the ability to turn on mandatory notes for billable jobs rather than optional. Happy for this to be turned on/off at a practice level.
This will ensure that time is being recorded correctly against client jobs and making the team member accountable for time allocated.
This means no missing information and clients can be billed correctly.
1 vote -
Client list rental property
Generate XPM report to list clients with Rental Properties.
2 votes -
XPM - Bulk Import of Recurring Jobs
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.
66 votes -
XPM - Generate new client record via ATO Pre-fill Data
In many accounting software platforms, the established workflow for onboarding a new individual client and preparing their Income Tax Return leverages ATO pre-fill data efficiently.
This process typically involves:
- Adding the new client to the ATO portal.
- Downloading the pre-fill XML file directly from the ATO portal.
- Saving the downloaded XML file to a local directory.
- Commencing a new ITR within the software by importing this ATO pre-fill file. This crucial step often includes the ability to search for the new client by surname, create a necessary client reference and automatically populate the return with all available ATO data, thereby…
1 voteThanks for submitting your idea on Xero Product Idea's, Lina. We appreciate you taking your time to share changes that would be most meaningful to you.
Can see how this would help you work more efficiently. It's not something we have direct plans around right now, but we'll start to get a view of the interest from the community through your idea here.
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Practice Manager | Entities with the same name - Trusts & Superfunds
There needs to be functionality to have multiple trusts or superfunds with the same name i.e. Smith Family Trust or Brown Family Superannuation Fund, as ATO does no require these to be unique, without causing issue with invoices in Blue Xero or having to change the name in XPM to differentiate and have to change the name again each time you lodge. Same name trusts and superfunds is not uncommon.
16 votes -
Show Client Managers and Job Managers on main recurring job screen
Would like to have the ability to see both client managers and job managers on the main recurring job list screen, along with the ability to export this list.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
Our Community team will soon review and respond to your idea.
You can find out and stay updated with Xero releases on Xero Central.
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XPM - Reassign client in bulk
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.
81 votes -
Practice Manager - A list of naming conventions for importing
It would be a good to have a full list of naming conventions so you can import client job etc data in bulk, without having to "guess" the title name.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Practice Manager - Ability to add additional time entries to a draft bill
Create the ability to update time entries for draft bills.
We often have a manager draft the bill and between the bill being created and it being approved by a director, there is additional time added to the job. If there was an option to refresh the bill to include all time before approval, rather than having to delete the bill and start again, that would be amazing!1 vote
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