449 results found
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Reports - Customise Annual Reports
The ability to customer the Totals line of the Annual Reports so that they have the top line and Bottom Double line along with the figures having a $ sign. It doesn't right to just have the figure without the finishing touches.
2 votes -
Practice Manager | Xero Tax (AU) - Link Tax Return to a job once it's been created
Currently there is no option as was advised by your Support Team. This will help keep most Tax Returns & Activity Statements linked to the correct jobs irrespective of how & when they are created.
44 votes -
XPM - Additional filters on standard reports
XPM Standard reports - we need more filters added here for example ability to select partner/manager instead of running the full list. even being able to filter by job category would help on all standard reports.
1 vote -
Advisors - Decrease points to qualify for Advisor Directory
Xero advisors in the US are climbing an uphill battle since Xero is not well known, I would love it if I could get on the advisor directory with less points. I cant get Xero clients without the directory but I cant get the directory without Xero clients. Its a catch 22
1 vote -
XPM - Add column for Email to Client list
Can we please customise client page on XPM to add EMAIL.. We currently see the Client NAME, PH NUMBER, and ADDRESS. Can we please add EMAIL to the page?
It would cut out alot time opening each page if we had some flexibility to simply add the email address column on the first page.7 votes -
XPM: Add 'Automatically Retrieve from ATO' field to Report Builder
Please make the field "Automatically Retrieve from ATO" available to select in Report Builder to be able to create and run reports with this field in it.
20 votes -
Practice Manager | Search - Client code, email address, TFN and mobile number
The ability to be able to search for client code, email address, TFN and mobile number in the global search.
you are able to search for a phone number but the search doesn't include the contact phone numbers13 votesHi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
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Job WIP Balances Report - Criteria Search
I would like to be able to have a selection of criteria for the standard Job WIP Balances Report that allows me to produce that report by certain fields in the report ie Name, State. Also by adding the following criteria would also save me a lot of time exporting and trying to sort by:
1. Client Group; or
2. Manager.3 votes -
Practice Manager | Jobs - Add custom fields to recurring jobs
Can job custom fields please be added to recurring jobs? We have set up fields for required information, but becomes pointless if they can't be added to recurring jobs as well. Will also save staff a bunch of time if they can add the info when setting up the recurring job, rather than looking for the information at a later time.
11 votes -
XPM - Include category when copying job
When Copying a Job currently the Job Category does not get copied. This should be changed to copy the previous Job Category.
2 votes -
XPM - Flag clients
Is there a way to flag a client, ie Warning/Ban or make them Inactive but keep their history in Xero?
We have a system that have a number of clients with similar/identical names and we would like flag a client for particular reason, ie account terms etc or ban etc.
3 votes -
XPM - First Name and Last Name to appear on XPM Client Main Details Page
Can we please be able to view and individuals FIRST NAME and LAST NAME on the Client Details Screen. Currently you can only see what the First Name and Last Name for a client is by going in to Edit the page. It seems extremely weird that you can't view the First Name and Last Name of a client on the Main Details page when arguably that is the most important detials of an Individual!
2 votes -
Reports - WIP report with one value per group
Simple WIP report - 1 value per group (not broken down by job or individual client). Just a quick snap shot.
Easy!
2 votes -
Invoice Branding - Contact defaults to apply when invoice pushed from XPM to Xero
Ability to set the client branding theme in XPM to push across to Xero. This comes from the branding theme set at the client level not working as the firms default branding theme currently is applied to all invoices. By default it should use the branding theme against the clients contact record in Xero as we have set this up but not working as per bottom comment on this help article here: https://central.xero.com/s/article/Set-default-invoice-quote-templates
Xero Support response is currently "When invoices sync across from XPM to Xero, they use the theme that is at the top of your list in your…
9 votes -
History | Practice Manager - Audit trail for changing/updating the Partner and/or Manager
Hi Team, would be handy to keep an audit trail of when and by who changes to the Partner and Manager Responsibility fields in Xero Green, thanks
5 votes -
XPM - Option to Publish a report dashboard for clients
I would love to build out a customizable reporting dashboard for each client, that I could grant specific access to. It could include specific monthly reports, live reports (like a rolling 12 month p&l for example) or widgets with live reports (for AP and AR) like on the current Xero dashboard. Perhaps include some KPI calculations. As an accountant, I could prepare the dashboard for each client's needs, and then email them a link to the dashboard each month when the accounting is updated.
With a simple dashboard like this I wouldn't be shopping for outside reporting tools like reach…2 votes -
Practice Manager - "All" tab on tax payments screen
It would be useful if the Tax Payments screen in Xero Practice Manager had an "all" tab, where you could see all tax payments due (for a certain date). This is useful if you don't know what stage a certain letter is at.
2 votes -
XPM - Users to view their own timesheets under Business Menu without having visibility of other users
Request ability for individual users to view their own time recorded under Business Menu without having visibility of all other practice users. There are custom reports you can build to report on time recording but the problem is you can't easily see the total time recorded per day for each staff member for the previous or current week, to check for any gaps. It's not ideal for monitoring time recording, whereas the view under Timesheets in the Business menu is much easier to see at a glance if any days are blank or short in time. However, it is not…
2 votes -
Practice Manager | Xero integration - Identify job number within invoices
When pulling invoices through from Xero to XPM (i.e. to report on fees v.s. costs/budget), it would be much more beneficial if XPM could locate its Job Reference Number within the line item description of an invoice, rather than just the invoice reference field.
This would mean multiple XPM jobs could be referenced on the same invoice (e.g. 001 Payroll, 002 Accounts, 003 Bookkeeping), as well as mitigating for firms like ours where we also bill other non-relevant monthly services (e.g. HR, Legal services etc.) on the same monthly invoice to a client.
Thanks!
4 votes -
Job Manager: Repeating Tasks
Would be very helpful to have repeating tasks within a job. For example, if doing work for a client over the financial year there are a list of tasks every month. There is no effective solution when there are different staff assigned to different task within the client job. Repeating tasks with staff assigned for the year would allow you to keep track of what has been done & what still needs to be done for each month. (Monthly checklist for July, Aug, Sept,...)
Currently the only solution is to have a set of tasks and un-tick these each month.…
2 votes
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