449 results found
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XPM - Job Manager - Add Work In Progress column
This will allow us to see unbilled WIP for a job all in one spot, instead of having to go to a different screen or run a separate report.
2 votes -
Practice Manager | Jobs - Open recurring job on completion of previous job
It would be great to have the option for a recurring job to open upon the previous recurring job closing. The current options for when recurring jobs open are very limited.
7 votes -
XPM - Ability to view Job's state history
Be able to view a job's state history - to see who has changed the job's state / marked the job complete and when.
31 votes -
XPM - Prior period placeholder for recurring job templates
Id like to have a placeholder for the prior period when using the recurring jobs function.
When you complete a bookkeeping job you are doing this on prior period data so the recurring job functionality to use 'period' is not useful as it creates the workflow job a week in advance.3 votes -
Practice Manager - Ability to change the Priority list
Can we have the ability to make changes to the Priority list rather than just having the current 4 options.
1 vote -
Practice Manager - Bulk update ITR due dates within tax return
Practice Manager - Bulk update ITR due dates within tax return
If we request the income tax client report through Xero, the due dates update in the client detail level, but not in the tax return if they have already been created.
Being able to bulk update the due dates within the tax return, especially when deferrals are requested and successful with the ATO would be helpful as manually updating them all can be time consuming.3 votes -
Practice Manager - Warning message when timesheet entries overlap
It would be great to get a prompt or warning message that will appear when adding overlapping timesheet entries in XPM. Currently an 8hr day and end up more if time has been entered in twice....
41 votes -
XPM - Export Estimated Billing Details and WIP via API
Can you please allow Estimated Billing dollar amounts and WIP data to be accessed by third party approved apps.
We have FYI Docs connected and they integrate with Xero Job Manager. They can only show WIP on jobs as time amounts not dollar values. Seeing actual WIP in hours is pretty much useless.
This is critical for our practice as we use FYI Docs Job Manager. We currently have to also have a excel document running along side it that needs manual updating so we can view Estimated Billable amounts on jobs compared to the budget.
3 votes -
XPM | Job Manager - Budget % based on Dollars $ not time
New Job Manager Budget % - base on $ not time.
Please give us the option to set the budget % based on the fee not time.As our jobs are created though the Ignition integration, our fee budget $ is prefilled. We don't set the time budget as this would be a very manual process.
11 votes -
Job Manager - Create a 'To do' list of recurring tasks
Create "to do" lists in tasks, and allowing them to become a template - this would make it so much easier when creating jobs - gives staff a tick off for each task if required.
Would be so much easier than currently doing it through a Job Level and having to create tasks with "To Do' lists individually.
4 votes -
Practice Manager - Ability to archive Client Groups
Currently we are only able delete Client Groups in XPM. That means there are 'inactive' groups when the clients move on making it harder to see how many Groups you are actually working with.
It would be great to be able to Archive instead. This would keep the Group Count 'clean' and you can still report on Groups
21 votes -
XPM - Edit 'to-do' list items
If you currently want to edit a line on the to do list you have to create a new line and enter the data, than delete the previous item.
It would be great if we could have an edit function on the to do list so we did have to add the extra step of recreation2 votes -
XPM - Include statement in personalisation settings
Include "Statements" in the XPM Business\Settings\Personalisation - Email Sending Settings section so that emailed customer/client statements are sent from the practice and not the individual staff member email address who may happen to have emailed out a customer/client statement.
2 votes -
Practice Manager - Ability to archive deregistered clients in group profiles
We have an abundance of deregistered clients/entities in our client list. We would like the option of archiving these clients, but if they are still linked through the group, then they still show up under the group profile - but maybe in a separate section, so the group profile could list current clients and archived clients.
Ideally, we want to archive them because they aren't an existing client anymore, however, we would still like them to be visible/searchable with the client data, so we can see their historical entities and for other reasons.
Note, this would also work well with…
7 votes -
Xero Practice manager - contacts
Client Contacts - Option to Link to a Client Record + Data Synchronisation
2 votesHey Peter, having read over your idea a few times, I'm not 100% sure I understand exactly what you're asking for. Would it be the same as either of these two ideas?
- Practice Manager | Client - Copy a client (including all contacts)
- Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"
If not, would you mind providing a few more details so myself and other users can better understand and upvote it? It'll also mean I can make sure it gets in front of the right product people at Xero 😊
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XPM - Automatically email invoices from Xero to client
Automatically email invoices from Xero to client, upon Practice Ignition proposal approval
1 vote -
XPM - move timesheet entries between tasks/jobs from within a draft invoice.
It would be great to be able to move timesheet entries between tasks/jobs from within a draft invoice.
Currently if an employee has allocated time to incorrect job or task, it appears the only way to correct this is to delete the invoice, open the job, move the timesheet entry and then create a new draft invoice.
Thank you
7 votes -
Practice Manager - TPAR Form
Add a TPAR tax form in Xero Practice Manager (XPM) so that we can generate signing pages like we can with a BAS or PSAR. When lodging via a client's Xero file or the ATO portal, we tick a box to say we have a declaration from the client, authorising us to lodge their TPAR, but there seems to be no report we can print to show them what we're going to lodge, nor signing pages that they can sign, so meeting this declaration requirement is proving difficult.
Also should be able to print a draft/published TPAR from a client's…41 votes -
Payroll - Allocate payments for Current Assets and Liabilities
When you post payments into Current Assets or Current Liabilities you are then able to allocate these payments off against transactions. For example PAYE, We pay this monthly so when you post the payment against the liability you can then allocate this off. You can then have an option to view allocated and unallocated lines.
1 vote -
Practice Manager | Client - Copy a client (including all contacts)
To be able to duplicate a contact, therefore not having to retype in the address, phone number and all other details. You would just need to rename the client and change the IRD number etc before saving. This would be a huge time saver.
49 votesThanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂
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