451 results found
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XPM - Search by TFN or ABN
Have the ability to search the client list by TFN or ABN
18 votes -
Practice Manager | Timesheet - View latest to oldest
Ability to choose to have the latest timesheet entry appearing at the top of the list in the timesheet view instead of at the bottom.
11 votes -
XPM - Extra tabs in the green banner
Extra Tabs in the green banner
Extra headings/tabs in the green banner at the top of the Xero page?
eg
XXXXXX PTY LTD Dashboard Clients Jobs Tax Business Reports.Can we have
XXXXXX PTY LTD Dashboard Clients Groups Contacts Jobs Tax Business Reports.I have attached an example.
1 vote -
Practice Manager - Report for the Total Invoiced per staff
Report that can generate invoices per JOB manager.
Currently there is no report that can generate these data in the report builder.Report that contains the following data:
- Invoice Date
- Invoice No
- Client
- Job Number or Job Summary
- Invoiced Amount (GST exclusive)
- Job Manager (not the account manager)
we tried to generate using the data above using the WIP ledger per staff but when we add all of them, it does not equal the report generated through Invoice Report.
This will be useful when you would like to see how much each staff invoiced per month.2 votes -
Practice Manager | Jobs - Bulk Reallocate Staff in Recurring Jobs
Recurring jobs allow for staff allocation. When you need to amend these reallocations they have to be done one by one. We would like to be able to make these bulk as they can be in live Jobs.
33 votes -
Practice Manager | Reporting Fields - Invoicing
It would be great if we could report on more fields in XPM - in this instance, who does an invoice in XPM. There is a history section in the invoice, but there is no way to add this data to a report. E.g. I am using a 'job report' that includes the 'Date Last Invoiced', and it would be great if we could also show 'who created the invoice' (and/or approved and exported). We have tried adding a custom field on the job to allocate the staff member, but as this is manual, it would be a lot easier…
5 votes -
Reports - Show Net column in Debtor reports
It would be really helpful to be able to able to pull off a debtor report showing the NET figures, not gross. As i am continually being requested by IF to reproduce debtors report as net as they don't fund the VAT !
1 vote -
Practice Manager | Report - Starred Clients
Is it possible to have the starred clients as feature in reports? If we export a client list, we can't see which clients are the 'starred' (main contact for the group in our case). It would be super handy when trying to get a list of our main contacts and easily remove the clients that aren't starred.
5 votes -
Practice Manager | Select multiple relationships at once
It would be great if we could have the ability to apply multiple relationships to a single entity at once, perhaps as a multiple checkboxes. So for example, when setting up a company, we might have one person who is the Director, Secretary, Public Officer and Shareholder but at the moment we need to add these in one at a time.
30 votes -
XPM - Increase the character limit for Bank Account details
Please increase the character limit in the Bank Account Name field to allow for longer business account names
30 votes -
Practice Manager - Delete multiple jobs
Delete Multiple Jobs. When you want to cancel/delete a job, you have to do this one by one. This is okay but if you have like 30 BAS jobs from x client, it is a pain to delete one by one.
15 votes -
Practice Manager | Client reporting - Field mapping
Some of the field labels in a report don't match the field in the profile, which can cause confusion, incorrect reports and more time spent on building reports than needed.
For example, on a client profile, we have the 'Partner' and 'Manager', however, when trying to report on these fields, they are called 'Account Manager' and 'Job Manager'.
It would make reporting easier if all labels/titles matched or at least referred to them, e.g. Account Manager (Partner).
13 votes -
Practice Manager - Automatically create returns when recurring job is created
The option to have a draft automatically created when a recurring job is generated. Such as for GST and AIM.
It would be very helpful by saving time and assist us in making sure they are all filed.24 votes -
Practice Manager | Recurring Jobs - 2 date fields (Issue date & work start date)
It would be useful to have two dates for recurring jobs - one on which the recurring job is generated and a second date for when the work is to be started. We like to have all of our annual jobs generate on 1 April so we can easily see what work is outstanding for the year, received or not, but we obviously can't start everything in April. The planning aspects of XPM would be more useful if we could set the jobs to generate on 1 April then input a start date of when we are likely to start…
13 votes -
Practice Manager | Report on Final Returns lodged
I am wanting to run a weekly report which lists any lodged returns that have been ticked as Final Returns in the return itself. This will then trigger a set of tasks to wind up the client (ie ASIC deregistrations etc).
10 votes -
Staff Privileges - Option to edit 'billable' tick on costs
We have access to costs locked down so most staff cannot edit entered costs. However it would be useful if they could tick or untick the billable option that determines whether the cost appears on the invoice or is absorbed.
1 vote -
Clients - Ability to assign multiple job numbers
we use job numbers to identify the works being carried out so I entered the Job number in Contacts against the Client name but this number comes out on the invoice against the client name on the address block. It would be good to be able to have multiple jobs nos for each client so we can identify the job no. on the Customer page
2 votes -
XPM - Enter Ad-Hoc time against a historical date
Ability to enter historical Ad-Hoc time. If entering ad-hoc time for yesterday or older - you have to enter as todays date, then edit the entry to change the date.
Would be much easier to have the option to select the date in the initial posting - rather having to edit.
1 vote -
Tailor system data fields i.e. customise Year End date.
Ability to amend or remove some of the system data fields such as 'Year end date'. Not all clients need a year end date (for example if they have just signed up for some consulting work). We have successfully used 'custom fields' to tailor XPM to match our client database needs and it would be great to also have control over some of the custom fields to remove as we don't need all of them.
1 vote -
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
9 votes
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