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387 results found

  1. 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

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  2. 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

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  3. When a new team member starts and you want to give them access to a large number of custom reports in XPM you need to add manually one by one for each report. Would love to be able to select a group of reports and add new team member in one go.

    3 votes

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  4. 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

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  5. Have a multi tick box option for custom fields to be able to select more than one option.
    i.e. we are a multi disciplinary accounting firm and offer multi different services such as advisory, tax, bookkeeping etc and won't to be able to identify what the client has engaged us for [frequently it's more than one service]

    6 votes

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  6. Search functionality for custom fields, i.e. custom field: Trading Name can be searched via XPM search function.

    9 votes

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  7. Please provide the ability to report on the "Director Identification Number" field. The field should be included in the 'Client & Contact' templates.

    4 votes

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  8. As we identify Partner for job...useful to allow of custom notification to Partner please.
    Thanks

    1 vote

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  9. 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

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  10. 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

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  11. 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

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  12. Being about to print multiple Tax Returns by selecting the box in Returns and having a print options, it would be amazing if you could also select to redact Tax file numbers or choose to print them.
    At the moment I need to print 17 today, I have to go into each individual client and select the tax return, select to print etc. It would save a lot of time being able to print multiples

    8 votes

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  13. An easier way to schedule tasks. A lot of my clients create annual jobs with lots of tasks and want to be able to schedule tasks in the same way you can allocate staff. You hit a button and schedule all the tasks in a list with assignable start and due dates. I have more than 40 clients that I am doing implementation and training and XPM support for, and all of them has asked me for an easier way to do task scheduling.

    6 votes

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  14. When accessing the Work In Progress from a client screen the column showing the job name is nowhere near wide enough to see the full description. The box in the centre containing all columns could also be made wider to fill the whole screen. See attached screenshot.

    2 votes

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  15. 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 vote

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    Hey 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:


    1. Select Clients, then select the Groups tab.
    2. Click the name of the group, then click on one of the clients in the group.
    3. Click Options, then select Edit.
    4. Under Contact Details, edit the address details, then click Save.
    5. Click Update Related Clients' addresses
    6. (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.
    7. Select the checkbox for each address you want to change, then click Update.


    Let me know if I've got my wires crossed!

  16. 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

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  17. The ability to post be posted from Xero to XPM based on the invoice line rather than per invoice.
    We have a monthly fee that goes out to clients from Xero that has two invoice lines, one being the consulting fee and the second being a software subscription fee. We would love the consulting fee line to post to the "Ad Hoc" job and then have the subscription line go to a new job called "software recovery".

    2 votes

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  18. Add restriction on changing bank account details for client (in XPM and tax return).
    Given Optus and related fraud - > not all staff should have the ability to update bank account details on a client.
    There should be the ability to restrict this so procedures - eg phone calls to verify etc - can be put in place.

    3 votes

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  19. Custom task rate - although the charge out rate can be amended for individual tasks for a member of staff, there is no "from" date that can be specified so it is applied to all un-invoiced WIP. It would therefore be very useful to be able to have the ability to put in a date from when the new rate should be applied.

    4 votes

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  20. Xero Log on - Alias email address for use with multi practice access.
    Currently working in two accountancy practices with access to Xero but can only have one access to Admin. This means restricted access to one practices clients and having to be added manually to each client.
    I have a generic email address from my Log in so the clients are not aware I work for multiple firms. This has to be explained to the client as it shows in their user list. Also when emailing clients directly from Xero, an alias email has to be created for that…

    3 votes

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