462 results found
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Practice Manager - Link multiple Xero organisations to one XPM profile
Be able to link multiple Xero files to one XPM client.
34 votes -
Practice Manager - Sorting Draft Invoices by Job Type
Sorting Draft Invoices by Job Type
Every quarter we invoice a large amount of standard disbursement costs these all come from a particular job type.
It would be great if we could sort by job type so we could bulk approve these invoices. Currently it looks to sort by job number. This means when I 'select all' I have to manually go through and untick the draft invoices that have another job type. I have tried to set a filter to only show text with 'Quarterly' which shows in the job type but this produces no results.
Does anyone have…3 votes -
Recurring jobs search
The recurring job search is sensitive to macrons etc so clients are not showing up when you search. This is unlike the client search which picks up the client whether there are macrons or not.
2 votes -
XPM - Partner, Account Manager and Job Manager merge fields
Have standard merge field for Partner, Account Manager, Job Manager for letter templates, email templates etc
6 votes -
XPM- Recurring jobs
Recurring jobs - add or change tasks & costs for each recurring job
2 votes -
A way to flag a client's with extra ATO security and steps for lodgement.
We have an increasing number of clients with compromised TFNs that have had to get added security on their ATO lodgments. When we lodge for these clients, it isn't always obvious if it's gone through or not, and as it is our assistants lodging and not the client managers, we can't expect them to memorise every secured client off by heart. We need a way to flag the client (other than a client note or a note on the form as these aren't checked regularly as part of the lodgement process).
This is becoming a bigger issue as scammers are…
4 votes -
XPM - Bill multiple clients in a group from the client group
Provide an option under the client group to bill wip that's under multiple clients in the group with one invoice.
At the moment it appears this can only be done under Invoices in the Business menu. Under the client group itself, while an invoice can be created for multiple jobs for one client, you can't create a single invoice to bill wip that's under multiple clients in the group.
9 votes -
XPM Budget Field - Only available if Staff have Access Financial Data permissions
The job budget is a key piece of information for all staff to have visibility. However the Budget field on a job is only visible if staff have Access Financial Data permissions. Giving Access Financial Data permissions allows staff to view and edit client billing details, edit practice subscription and export subscription. Surely, such wide ranging powers is not appropriate for ALL staff.
Surely this permission should fall under the "Manage Jobs" permission matrix not under Finances permission matrix.
3 votes -
Practice Manager - Stop costs/disbursements being added to a Closed Job
It would be great if they system would not allow disbursements/ costs to be added to closed jobs.
This can cause a lot of admin work when Xero fees are bulk imported to our clients accounts job but is then closed once the accounts have been completed. We have too ensure the job number is updated on the import each time we close a job as the system will allow bulk uploads. It would be great if an error code showed and did not allow this to occur.23 votes -
XPM - Replace the fax number field with mobile phone number
There are client level fields for phone and fax numbers. We have not had a fax machine in the office for a number of years. and it would be more useful to have these fields nominated as landline and mobile numbers. Consideration would have to be given to how this meshes into FYIDocs and FuseSign as FuseSign has issues if the phone number field does not meet its defined parameters.
64 votes -
XPM- Option to tick off multiple tasks
If we have the functionality of creating multiple tasks then it will be a good idea to have functionality of ticking off multiple tasks also. As this will save in energy and time.
3 votes -
AU Tax - Include Final Tax Return reporting field
Would be great to have a field option in the Report Builder that can show if a Tax Return was prepared as a 'Final Tax return'.
4 votes -
XPM - Job Manager design
Keep the Xero Classic Look everyone preferred.
The design of the Job Manager page is sadly reminiscent of an excel spreadsheet.
One of the enjoyments of the Xero software compared to its competitors are the fresh, clean pages that make it inviting to use. The Job Manager board is missing the 'attractiveness' that has been part of Xero's signature branding.
Specifically black text, flat checkboxes, grey cell borders and grey column headers makes it feel like an outdated 1990s program.With more Xero pages in Xero Blue also moving in this design direction, I am hearing similar comments from my…
3 votes -
GST filing frequency
Can you please add the GST filing frequency as a field to filter on when creating or building reports relating to GST.
This is currently not an option to enter when adding a new client, would be great if you could though.
2 votes -
decimal
When we export draft financials from Xero we have to untick the option for decimals places to be removed in individual report which is time consuming.
We would like the Xero team to provide an option that is available to exclude decimals when we export the reports as styled PDF, so that this option gets applied to all the reports while we are exporting only for the reports that are included under the financial reporting bundle.
See attached the screenshot where we would like this option.
We hope this is doable and Xero product team would come up with this.
2 votes -
XPM Client Action Flags
Allow users to create Client Action Flags that show up on clients' main screen. This could be used for "Client is moving to another practice" or "No work until bill is paid" or whatever VITAL piece of information any staff member may need to know.
1 vote -
XPM - Set priority for recurring jobs
Be able to set priority on recurring tasks. It's ridiculous having recurring jobs which you then have to set the priority every time it pops up, it makes setting the recurring job almost ridiculous.
1 vote -
Practice Manager - Choose Job Client over Billing Client when Invoicing in XPM
When invoicing a job for a client that has a Billing Client I would like to able to sometimes invoice the Job Client instead of the Billing Client. Currently if there is a Billing Client exists XPM forces you to invoice the Billing Client.
3 votes -
Practice Manager - Dashboard for client bank feed status
I'd like a dashboard showing all clients listed under our organization with all banking details as well as in the moment bank feed status (ie: is the bank feed active, does it needs to be refreshed, has it dropped). This would enable those that have many clients under their organization to work smarter to fix bank feeds as soon as they're down without delays.
91 votes -
2 votes
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