389 results found
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NZ Tax | XPM Form graph - Filter Returns by Manager
On the XPM dashboard there are two tax returns filed graphs - Returns by month and Returns by form. (New Zealand)
It would be great if you can have these showing by "Manager" (as per details in client set up) rather than the whole practice or "account manager" which is currently the only available selection and "account manager" is the Partner/Director as per client set up.1 vote -
XPM - Show more than 10 tasks in drop down for non chargeable time
Timesheet entering in XPM
Time Clock drop down for non chargeable time to not be limited to 10 tasks when there are more that 10 available.1 vote -
Practice Manager | Client Revenue Report - with comparatives
Xero Practice Manager -
There is a report in XPM, Client Revenue Report, this is great for end of year reporting by client. Unfortunately there is no opportunity to select a comparative. Can we please have the ability to run this report in the same manner as the Income by Contact report in Xero Blue. Thanks.
1 vote -
XPM - Floating header on Client list
Hello. Would it be possible to place a 'freeze' on the line that is below the below the Clients / Groups / Contacts? (like in the Freeze in Excel)
1 vote -
Xero Practice Manager - Pre warning of product Updates
Is it possible to have a "heads up" on what changes are being planned.
For example, the procedure for client deletions has just been changed so that a client with IRD Number/Tax Return cannot be deleted, with no notification to us as users that the change was being contemplated, let alone actually happened.
This then leaves us asking for the change to be undone.
If been advised beforehand, could have suggested options which be suitable to all parties and mean that reprogramming is not required.1 vote -
Notifications - When partner assigned to a Job
As we identify Partner for job...useful to allow of custom notification to Partner please.
Thanks1 vote -
Practice Manager | Invoicing - Ability to code based on job
When we link XPM to Xero, we have to set up a code for Income. This is set to a default code (200 Sales) however we also use codes to differentiate income between Company Accounts, Personal Tax Returns, VAT work etc. Would it be possible to add something that allows us to select the code per job? Or alternatively to allow adding of tracking categories?
1 vote -
Practice Manager | Timesheets - Ability to make a custom field mandatory
Given the changes in the WFH deductions area, we have been looking at simple ways our accountants can log on their timesheets when they are WFH so that a simple report can be generated at year end to assist with their personal tax returns.
We have added the custom field to the time entry where they can specify whether they are working off premises, at the office or from home.
We have no way of making this a mandatory field and it only comes up when accessing the timesheet entry point of Dashboard -> Enter Time -> Daily
We'd love…
1 vote -
Practice Man ager | Timer - Turn into separate modal to use independently
It would be great if XPM had a little pop-out screen/app option for the quick timer that could sit in the corner of your screen, so you could quickly start/stop/edit your timer.
1 vote -
XPM - Detect family group address changes and update all member records
I have a client family group with 4 people which lives at the same address and now they moved house, so I need to update their address in the system. Instead of updating the address for each individual, I am sure there is a way to prompt the system to detects this old address in XPM, it will then prompt me to change for all of them. I have seen this function when I was using the Solution 6 system about 15 years ago, so I am sure it is do-able.
1 voteHey Johnny, thanks for sharing your idea!
Just checking, the steps below are not applicable here?
From our Change the address for all clients in a group article:
- Select Clients, then select the Groups tab.
- Click the name of the group, then click on one of the clients in the group.
- Click Options, then select Edit.
- Under Contact Details, edit the address details, then click Save.
- Click Update Related Clients' addresses
- (Optional) Click All Related Clients to filter related clients by relationships or group members. The filter only shows if the client has at least one relationship set up and is also a member of at least one group.
- Select the checkbox for each address you want to change, then click Update.
Let me know if I've got my wires crossed!
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XPM | NZ Tax - Client filing notification
Do not understand why if a client files their own income tax return with Inland Revenue and an assessment is issued why this is not updated in XPM, issues arise that we have no knowledge of assessment so affects Provisional and Income tax notices
1 vote -
Client - Email storage (not related to Job)
It would be nice to be able to store all emails re a client that a NOT job specific under a Client Tab.
We are able to do for Jobs which is neat but to enable us to store general emails under the client would be good. I guess they would need a unique email address just like the job storage of emails? We have tab for Jobs, Documents etc so one for emails with an address would be nice.1 vote -
XPM - Set custom fields to show for specific client types
The ability to have certain custom fields show up for specific client types.
For example a "Rental Property" custom field only showing up on the "Individual" clients. Currently this would show up on all clients.
Given that so many different reports can be created from the custom fields, it would be extremely helpful to have only the relevant fields displayed on the relevant client type/structure.
1 vote -
Practice Manager | Link custom fields in Jobs & Clients
In Xero Practice Manager - The Custom fields that can appear on the Client and Job are not common data. Eg. When you update a custom field on the Job the information does not flow through to the Client page where this is also displayed. This would be very helpful for a workflow to update in both places.
1 vote -
Practice Manager | Client - Auto archive prospect if lead is 'lost'
If a lead has been lost, can that automatically remove the 'prospects' in XPM, or do I have to go and archive them individually?
1 vote -
AU Tax - Affiliate scheme for non-BAS / tax agents
Ability to become an affiliate if not a BAS agent or tax agent.
I am a chartered accountant with a finance coaching and Virtual CFO company but I am not a BAS or tax agent. I use Xero, train clients on Xero and recommend Xero to all of my clients and would recommend there was an affiliate scheme without having to be a BAS or tax agent.1 voteHi Lucy, to make sure I understand your idea here. When you say an affiliate would that be an affiliate to make use of AU Tax as a product or more broadly the Partner Program that Xero has for Practice users ?
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Practice Manager | Invoicing - Sync Location and Staff Tracking to Xero
Have the ability for each user to assign their location and name against invoices in XPM to automatically track across to Xero Blue.
Currently has per job / task the function to track this but it only allows 1 selection for each.
The staff have been creating invoices in XPM then have to go into Xero blue to assign the location and staff.
1 vote -
Practice Manager - Incorporate My Xero
Please incorporate myxero into practice manager. at the moment there are MyXero, XeroHQ, XPM and XeroBlue all have different but similar settings, which makes thing very confusing.
1 vote -
XPM | Job Manager - Ability to add to due date options
It would be able to add test to due date drop down. Such as "due on settlement".
1 vote -
Xero Tax (NZ) | Include [Payment] Payment Since Approved [START] field in Tax Payment letters awaiting approval report
TAX - Payment letters awaiting approval report in XPM to include [Payment] Payment Since Approved [START] field
1 voteHi Debbie, the 'waiting approval' report only contains unapproved letters. And the field you've references would only contain payments 'since approval' so even if included, would always be 0.00.
Could you share a little detail of any underlying pain point you're looking for this idea to help you solve? It'd help in sharing back with the team and considering how this could be tackled. Thanks!
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