450 results found
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XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access
Have a separation of Client Edit privileges to allow practice staff to edit Contacts, Groups, and Relationships without having full edit access (e.g. will not be able to edit client address, email address, Agent, etc)
91 votes -
linking feeds
I would like to be able to send a bank/xero link to connect the AMEX credit card feeds or other banks that enable linking via internet banking, rather than having to add the client as a user in Xero first to be able to connect bank feeds via a link. This seems to complicate the signing of completed financials and tax returns sent from xero to the client for signature. It asks them to login (when their email is connected with a Xero account just so they could link internet banking) and many clients are finding it frustrating.
1 vote -
Invoicing from XPM
Invoice Clients from Xero Practice Manager for two Practices but only one has a Xero Subscription.
1 vote -
XPM - Report on Fee from Refund Field
Enable reporting / export for the 'Fee from Refund' field under Tax under the Tax and Company section in clients.
The other fields in the ax and Company section are available in the Client & Contact Report Builder, however this field is overlooked. I understand that there is a 3rd party request to have this field included in the Client API.
9 votes -
XPM | Job Manager - Attach Documents and Notes to Recurring Jobs
It would be great to be able to attach document and notes t Recurring jobs in XPM
2 votes -
Workpapers - Ability to create confidential workpapers
Having the ability to create a separate set of work papers for the practice that is confidential and not visible to all users.
At the moment staff can see the practices private and confidential financial information.2 votes -
Practice Manager - Automatically add a Task to automatic Activity Statement jobs
It would be great it we could have a Task automatically added to the auto-generated job when we have the 'Create Activity Statements on a newly generated job' option checked.
13 votes -
Beneficiary Accounts Report
Can we have a stand alone report for Beneficiary Accounts, which could then be a favorite report rather than having to dig it out of the reporting bundle.
3 votes -
Practice Manager | Client Report - Include primary contact
Would be great to run a report which shows the primary contact for each client. Currently no functionality to report by primary contact.
64 votes -
XPM - Disburse Xero subscriptions to clients
There needs to be way to bulk import client disbursements in XPM. For example, Xero subscription fees.
7 votes -
XPM - Add extra columns to All Jobs board
Is it possible to add a few extra columns to XPM - All jobs board rather than creating different reports or clicking on different jobs/pages to collate basic client information. I would like to add the following columns to assist with Trusts and Superfunds.
-Trustee/Company Name
-Invoice NumberCurrently, if you invoice a Trust e.g. ABC Family Trust for XYZ Pty Ltd (Trustee), I would like to see both entities in Jobs board and not just ABC Family Trust. This comes in handy when chasing payments or matching jobs as a result in separate jobs linked to a Trust or…
2 votes -
XPM/Xero Tax - Show Refund/Payable amount in client view/tax return
It would be great to see the tax refund/payable next to the tax return in the client view, tax returns tab, saves opening up the tax form. Would also be good to see the assigned staff member in the jobs tab in client view, saves clicking into job.
5 votes -
XPM - Add Pause button
When using the start button in the timesheets in XPM to track time on a job, the option for a pause button to pause your time, then to unpause and keep recording your time.
148 votesThanks for all the detail around the different scenarios a pause function for the timer would help with.
Our team have been taking interest in ideas in the forums here.
With the way the timer works with Practice Manager today, developing the ability to pause this would require extensive work and this isn't something we're able to resource at this time.
As we enhance integrations through practice manager our practice teams will continue to track ideas on the site here, and share if there's any change.
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XPM - Expose staff billable rates in XPM API
Expose the staff billable rate on the XPM API?
The billable rate for staff timesheets/tasks aren't available for jobs until they are invoiced, and there's no way for integrations with XPM to understand the in-progress cost of a job without getting the staff billable rate... or if there's an override on the job.
1 vote -
Practice Manager | Ability to customize the Dashboard
There could be many possible things to be able to track in there, but I would like to be able to:
Limit the 'states' shown to things I am directly involved with like 'For review' and 'For Invoicing'.
My secretary would want to see states that apply to her like 'to sign'.
Only show 'Priority level' High and Urgent (with the flick of a keystroke)
Possibly allow some of the functionality in the 'jobs' tab or the report builder to be 'saved' in the dashboard screen like mini tables that update real time?
3 votes -
Practice Manager - Add Ask functionality
Build in the ask functionality in XPM and link it to a query
1 vote -
Direct signup link
Some sort of link for each partner so we can have clients sign up with us directly from our website. Alot of my clients sign up for all my services from a link on a website. This would be very beneficial in my opinion. See this one for example with zoho books.
1 vote -
XPM - Bill from WIP client list
How can I make the client and detail columns wider. It is very restrictive as I cant fully see the client code and description. I know this is a Xero development issue but it would help a lot. It is really convenient to bill from this screen. Also I arrange the clients alphabetically, and when going into a client and see what to bill, when i go back to the WIP list it defaults back to sorting by value.
1 vote -
Practice Manager | Recurring job - See more detail
Recurring job screen in XPM is too narrow. Can't see all of the job name or full dates. Would be good to fill the screen to allow more information to be visible rather than having to click in to each job.
1 vote -
Practice Manager - Include Archived clients in the Search and API
XPM include archived clients in XERO search / list endpoints. Similarly, to how contacts in the accounting API are handled by passing the includeArchived=true query. This will allow clients from XPM with a status of ARCHIVED to be included in the response.
10 votes
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