387 results found
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Access to timesheets for managers in XPM
We need to improve permissions on XPM, I want to provide permission to my managers to their staff members timesheets. The only way I can do this is to give them access is by giving them Access Financial data which really is too high for what we require.
Only other way is to provide them with a report weekly...1 vote -
NZ Tax - Ability to run a report that shows losses/ICs in a client's tax statement
Would be good to be able to run a report with the Losses fields & IC's fields to be able to cross reference with the IRD agency reports since we have to manually add these
1 vote -
1 vote
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Business Snapshot
Business Snapshot - I see that business snapshot contains figures that can help small or big businesses interpret their business flow. Is it possible if Xero can add a feature where there is a suggested inputs or tips to increase profitability or current ratio if the business has low results, identify risks as well through the generated reports in system?
1 vote -
XPM - Disburse Xero subscriptions to clients
There needs to be way to bulk import client disbursements in XPM. For example, Xero subscription fees.
3 votes -
Practice Manager | Timesheet - Manage job status
It would be a great help if we could update status for a job as and when the timesheet is done.
At the moment we go to each job and update the status at the end of the day. In my opinion this would save lot my time hovering around.
I have attached a screenshot in pdf to better explain.62 votes -
XPM - Search function for paid amounts
Can a search function in XPM be added to search for amounts that have been paid by clients from the Business Invoices program?
2 votes -
Bulk assign a contact to multiple clients in XPM
Would love to be able to bulk assign a contact to multiple clients in XPM. We are in the process of cleaning up the duplicate contacts as the existing contacts can now be re-used across multiple clients. We found it very time-consuming to assign contact one by one.
1 vote -
Practice Manager - Notes for each Client
I believe it would be very beneficial if there was an option to have an overall notes section for each column, and not just only a notes section for each specific return / activity statement. Rather this notes option would just be for the client as a whole, so the impotant notes could be stored here. It is easier to record previous discussions that may have been made about the client and their specific situations. This will make it much more accessible to see the whole history of the client with just one click.
2 votes -
XPM - Ability to raise final invoice
Currently only able to raise progress job invoice in client. abilitiy to raise both progress and final invoice would be better than having to go to invoicing to raise final invoice.
2 votes -
uncoded statement lines
Uncoded Statement Lines Report
To be able to click through to the bank transaction from the uncoded statement lines report.1 vote -
XPM - Add customisable productivity reports
Productivity Reports
I am using report builder to create a productivity report for my staff. What i would like to show on the report is:
Capcity reducing time + billable time + non-billable time = total time for week
I would then like a productivity percentage calculated as billable time / (billable + non-billable).
I would also like this report to have a YTD actual column and YTD budget column so that on one report I can see how productivity as been for the most recent week but also YTD on the on the report.
This will then tell me…
1 vote -
Reports - Show/hide the Report Builder (header) when printing to PDF
Report builder offers the ability to print PDF reports which is great but if needing to use these for external purposes, e.g. a timesheet detail report to supplement an invoice, the criteria/header portion currently has to be printed also. It would be great to have an option to show/hide the criteria/header when printing to PDF.
3 votes -
Practice Manager - add Job Manager and Partner fields to the Invoice Report
In the XPM report builder, when a firm is working as a team based client and each team composed of several staff. It would be beneficial to have the option to include additional fields of the job manager and partner in the invoice report. Currently, we are only able to select the manager and partner at the client level.
If this feature were added, it would enable the accurate generation of reports for each staff member who completes a job and track better if each staff has a KPI of a particular budget that he/she needs to reach each month.
5 votes -
XPM - Job No. Sequence Update after import of .csv file
Currently, when jobs are imported using a .csv file, the job number sequence is not updated and this has to be manually update it once the jobs have been imported.
As jobs will need to be imported in manageable batches, there is room for errors to occur if the job number sequence does not automatically update.
Can this be something that is looked into this coming year?
You will need to manually update it once you've imported all your jobs.
1 vote -
Practice Manager | Staff - Report/list of charge out rates
I would like to able to produce a list of staff and what their charge out rates are instead of going into each person individually.
17 votes -
Practice Manager - Timestamps for Job status change
Job statuses. Is there a way that when a job moves from one status to the next, it automatically timestamps these movements. It's time consuming having to add a note of these changes.
1 vote -
With tracking report if you could choose two Account Groups
When creating Tracking report if you could choose to Account Groups to be able to compare Sales & Expenses for tracking item
1 vote -
Practice Manager | Client - Date of Birth
Just a simple one!
Next to the date of birth in Xero PM, could you do a little thingy so the age calculates and shows there?
I've done my best Canva work in the attached to explain better!
And chose my most favourite clients as an example :)132 votesHi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
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Xero Practice Manager - Add copy button next to client details (TFN, ABN, etc)
ADD copy buttons next to TFN, ABN, TFN in xpm client details page.
allowing copy with no spacing.8 votes
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