449 results found
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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.
2 votes -
Practice Manager | Custom report - Open client tax return
1/ we want a green xero report showing
- relationship (director of, partner of, etc)
- green xero tax refund/payable
- noa refund/payable
- noa received or not
(CX0015092225)2/ we want to open the tax return form itself in the green xero custom reports. So far you can only open the client profile. (CX0015076350)
3/ can you make all date columns in dd/mm/yyyy format instead of having to export to csv to achieve this? (CX0015075617)
4/ can you have a column to show client's bank account details on xpm profile, and client's bank account details disclosed in the tax…
1 voteHi Christopher, few ideas rolled up in the one here. We ask that each idea be separate on the product ideas forum so others in the community know exactly what they're voting for and we can share with the correct product teams, and keep you updated on any progress on the site.
Also appreciate you referencing your case numbers with Xero Support however they don't really help others in the community.
For your idea on adding more fields to the report - we have another here that you may like to also join and vote on.
I'll update your idea here to reflect your second request for being able to open a clients tax return form within Practice Manager.
I welcome you to create individual posts for your other 2 ideas here also.
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tracking
In tracking summary we can compare revenue and cost if we are using the tracking category as a cost center for any EPC work. Right now there is no option in xero for this reporting.
In the attached file we have details of cost of sales but no revenue details for the specific job. We can add a column or give a option in the layout edit to add the ledger or group in column to compare.
It would be helpful to track the revenue and cost of a project with this feature.
1 vote -
Dropdown list of clients when moving timesheet entries
90% of the time when I want to move a timesheet entry it is to a different job for the same client and probably 99% of the time it is to a job for a client in the same group.
However the "To" list that pops up is for all clients and when you type the first few letters of the client name it appears on the bottom line of the screen so you still usually have to scroll down to find the correct job.
Is it possible to make all the jobs in the "From" client's group appear first…
1 vote -
Practice Manager | Staff Permissions - Security Groups
It would be great to be able to set up Security Groups with permissions set for each group, which is then applied to each staff member by adding the Staff to that Security Group.
This way, if a permission needs to be changed for a group of Staff, it can be done at the security group level rather than having to click into each Staff member and edit their individual permissions - which can create inconsistencies and easily miss settings when dealing with a large number of Staff.
8 votes -
filter for timesheet screen
Under Business Menu/Timesheets - it lists all staff weekly summary. It would be great if we could have a filter in this screen to be able to choose teams etc
1 vote -
Practice Manager | Job Manager - Bulk assign staff via import
Good day,
Would it be possible to allow us to import the staff assignment via the CSV import file rather than assigning staff afterwards. Same for the template, category and job state.
Regarding the bulk staff assignment function, could we add filters and have the columns sort when you click on the column headings of this section please.
These two short comings is creating a huge delay in annual job creation for routine jobs.
No we cannot use re-curing jobs as XPM does not have the functionality yet to choose the date on which the re-curing job is created, you…
17 votes -
AU Tax - Schedule EFT reconciliation reports
Provide the ability to schedule requesting on a daily basis the EFT Reconciliation reports in XPM, currently being a manual request locked behind Business settings permissions.
Provide also the resulting reports in either a Custom Reports area or standard reports so admin staff without the Business Settings permissions can view the ATO EFT reconciliation reports, filtered by date and Tax Agent Number. Possibly add a permission to view these reports as a separate permission.1 vote -
XPM - Timesheet narration in financial tab
In XPM jobs, have the option to view all timesheet narration and time spent in the financial tab. Currently, it only shows the task and time time/cost, but not the narrations. Previous Xero product WorkflowMax had the ability to show all timesheet narration of a job in the financial tab without clicking into the Billing Work Sheet. See attachment 1 for an example.
1 vote -
XPM - Report audit trail
Audit trail to see who has created / amended / deleted custom reports. We had a situation where a report was deleted and unable to identify who had inadvertently done this.
5 votes -
XPM - Be able to look up client based on their client code
The ability to look up client by entering their client code. Currently we have to go to groups and find the client belonging to the group. Our admin system is based on client codes and it would make it easier having the client code look up option.
23 votes -
Job Manager - Bulk Job Staff Allocation for New Employees
Since the creation of the new Job Manager, we are now unable to bulk add new staff members to staff allocations within a job.
You can bulk add the jobs, but then you need to manually do the job allocations for each job
When you have a new staff member and you want to assign them to 300 jobs, it would make it easier if we could do this in bulk rather than on a job by job basis.
2 votes -
XPM Table Reports allow for ytd operational data to be downloaded on a monthly basis
We wish to undertake analysis by looking for the data contained in the "TIME PRODUCTIVITY - % Billable v Non-Billable Time - Staff Summary" report on a monthly basis in a tabular format.
Unfortunately even though this report is called a "Table Report", XPM does not allow for the year to date date range to be entered but then have the data populate in the report on a monthly basis. Such a feature would greatly enhance a practice's capability of keeping an eye on the operational data for service firms like accounting and legal practices1 vote -
XPM - Publish XPM invoices to multiple practice Xero organisations
Ability to specify from a list of practice Xero organisations where to publish XPM invoices, as the practice bills from multiple legal entities.
1 vote -
Add Tax Returns tab to client group view
It would be really handy to have a Tax Returns tab when viewing a client group. This would allow you to easily see at a glance the status of a groups tax returns, rather than clicking into each client individually.
1 vote -
XPM - Export button on WIP Screen
Would like to be able to export data straight from the WIP screen
1 vote -
XPM mobile app - Time tracker
Please can you design an app for XPM to record time on the go. It was such a wonderful feature when integrated with workflow max and would help so much when visiting clients on the go.
10 votes -
Practice Manager - Bulk update jobs via import
Allow importing csv files to update existing jobs in bulk
18 votes -
Practice Manager - Client Search History
Client Search History: being able to see the clients in XPM that you have searched for recently/previous 24hrs. When needing to go back to a client you recently searched and updated etc and need to go back into same client or cannot remember client name etc. Would have thought this would be 'standard feature' as in other progams we use
3 votes -
XPM | ATO Online Services - Automated scheduling of Income Tax Client Report
We leverage the Income Tax Client Report within XPM, and report on lodgements leveraging this data. It would be great if there was the ability to schedule the Tax Agent Request to the ATO for refreshed data - e.g. once per week, so that the reporting we have is automatically refreshed periodically and this doesn't rely on a person refreshing the data manually.
2 votes
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