403 results found
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Practice Manager: Ability to enter time in calendar view
Time Sheet Calendar.
One of the best features of APS is the ability to enter time in a calendar view. You can specify the time units ie 6min, 10 min etc and it presents a week on view for you to add time aka MS Outlook Calendar.6 votes -
Practice Manager | Depreciation Schedule | Print - Asset Serial Numbers
Fixed Assets - Asset Serial Numbers Printing on Depr Schedule
It would be helpful to have as a print option for the Depreciation Schedule the ability to print asset serial numbers. This is one of the few fields not current able to be selected.Application is transport Companies and Engineering Companies which have a high reliance on serial number identification.
Thanks
6 votes -
Practice Manager: JOB COSTS & MILESTONES - option to add or remove when copying a job
Currently when copying a job then the costs and milestones are automatically copied as well. It would be great to be given the option to copy these or not. Most of the time we do not want to copy these specifically the costs
12 votes -
XPM - Ability to lodge NLA for TPAR
Add the Ability to lodge NLA for TPAR using Practice Manager, allowing clients to sign the NLA and submit to the ATO. The ATO now allows the submission online for multiple years in one Submission, we would like to use PM to submit all ATO forms and advices. https://www.ato.gov.au/business/reports-and-returns/taxable-payments-annual-report/lodge-your-tpar/tpar-non-lodgment-advice/?=redirected_TPARnilreport
16 votes -
XPM | Job Manger - Bulk allocating Task/s to Multiple Existing Jobs
We have the AS' downloaded from ATO automatically and this creates a new job for every AS. We then need to add an AS task to every job individually.
Would be great to be able to add task/s to multiple jobs in one go - similar to how you can assign staff/manager to multiple jobs in one go.
6 votes -
Including IR4J as a Return Type in report builder
when we have a report that we would want to specify the type of return e.g. ir3, ir4 there does not seem to be the IR4J specifically for when we file a IR4J on its own for members apart of a consolidated group and only require to file their own imputation return.
It would be great if this could be included as this helps when reporting our internal filing stats.
1 vote -
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 -
XPM - Sort timesheets by column headers
Would be great to be able to sort the timesheets by the column headings. They are blue but don't actually do anything when you click on them.
1 vote -
Practice Manager | Jobs Manager - Ability to add or delete columns
Practice Manager - Edit Jobs Manager screen to add or delete columns that are relevant to a practice The ability to add notes would be very helpful.
1 voteHI Sally, jumping back on your idea here our team are working on providing more flexibility to the info you view from Job Manager.
Right now, we're developing columns for Staff, Manager and Partners. Around the same time we expect to deliver these additions, we'll also enable you to hide detail you'd prefer not to view. So, you can decide and only see the information relevant for you when viewing Jobs.
We'll return to share more when this is available🙂
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Practice Manager - Set which fields are mandatory on client profile
It would be great to be able to customise if the fields are mandatory or not for new client setups. This would allow us to ensure that the fields we need setup are being setup by the admin team.
8 votes -
NZ Payroll: Report on list of Payroll employees earnings at the EOFY
We would like to be able to do a list of Employee at the end of year with total earnings, PAYE, Employer and Employee Kiwisaver etc.
You can list now but it lists every date and you then need to drop out to Excel and do all the additionals. Very time consuming if you have a number of employees.
1 voteThanks for providing that extra clarity, Kay - apologies for the confusion!
As you've found, the Annual Earnings Certificate displays the information required, but splits each employee in to a seperate page.
I've updated your title to reflect that you'd like this report in a list format, and shifted it back to 'submitted' so we can keep collecting votes and feedback.
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Xero Practice Manager: Select tax code when pushing invoices from XPM to Xero
Is there a way to have invoices push from Xero practice manager to Xero with the tax code there of GST Free Income.
4 votes -
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 -
NZ Tax - Add placeholder for amount due for tax payment letter emails
Could you please add a placeholder for the amount due so it can be added to the email subject and is easy to see the amount once the email has been saved.
2 votes -
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 -
XPM | Jobs - Ability to specify due date for recurring jobs
Being able to pick specific due dates for recurring jobs, rather than having to select per day/week/month. BAS & IAS due dates will be different depending on how many days in the month there are.
3 votes -
Practice Manager | Report - Variance of job budget to WIP
It would be extremely helpful to be able to view and report on how much of the budget is left on a job.
Reports in XPM focus on time rather than WIP and there are no standard reports that include job budgets. I want to be able to report on how much of the budget is left on a job without having to export to excel and run a formula.
MYOB had a great Job Manager and you could view all jobs on one screen and see the budget and what budget left and if there was more WIP than…
3 votes -
Practice Manager - Search custom fields
Search functionality for custom fields, i.e. custom field: Trading Name can be searched via XPM search function.
10 votes -
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
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