395 results found
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1 vote
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add a default GST rate for a specific task.
add a default GST rate for a specific task
1 vote -
Business Name field in XPM
It'd be extremely helpful to have a field available for any type of client where a registered business name can be recorded, and if the business name is searched in the client list, the entity that the business name is recorded against shows up.
For example, if Joe Bloggs Pty Ltd owns the business name Bloggs Flowers, we could search for Bloggs Flowers in XPM and Joe Bloggs Pty Ltd would show up.
1 vote -
XPM mobile app - Time tracker
Please can you design an app for XPM to record time on the go. It was such a wonderful feature when integrated with workflow max and would help so much when visiting clients on the go.
6 votes -
Practice Manager | Staff - Report/list of charge out rates
I would like to able to produce a list of staff and what their charge out rates are instead of going into each person individually.
19 votes -
XPM - Importing costs which are marked non - billable
Hi it would be good if we could import some costs into XPM which are marked as Not billable (eg xero costs) so when doing the invoicing we don't have to untick all the boxes.
1 vote -
XPM Email body
It would be great to be able to create templates emails for sending stuff from XPM. Currently you can only include a standard signiture.
1 vote -
private
XPM - Mark Jobs and Recurring Jobs as Private so that only the owner/assigned staff see them
1 vote -
Attach Documents and Notes to Recurring Jobs In XPM
It would be great to be able to attach document and notes t Recurring jobs in XPM
1 vote -
Practice Manager | Client - Ability to create recurring job
The ability to view/ create Reoccurring jobs within the individual Client. at the moment its a very different setup to create Reoccurring jobs.
Additionally the ability to convert a single job to a reoccurring job. Will make creating jobs much easier.13 votes -
XPM ATO Online Services - Income Tax Client Report - schedule this to automatically run
We leverage the Income Tax Client Report within XPM, and report on lodgements leveraging this data. It would be great if there was the ability to schedule the Tax Agent Request to the ATO for refreshed data - e.g. once per week, so that the reporting we have is automatically refreshed periodically and this doesn't rely on a person refreshing the data manually.
1 vote -
NZ Tax - Ability to run a report that shows losses/ICs in a client's tax statement
Would be good to be able to run a report with the Losses fields & IC's fields to be able to cross reference with the IRD agency reports since we have to manually add these
1 vote -
Xero Practice Manager - Add copy button next to client details (TFN, ABN, etc)
ADD copy buttons next to TFN, ABN, TFN in xpm client details page.
allowing copy with no spacing.9 votes -
1 vote
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Practice Manager | Timesheet - Manage job status
It would be a great help if we could update status for a job as and when the timesheet is done.
At the moment we go to each job and update the status at the end of the day. In my opinion this would save lot my time hovering around.
I have attached a screenshot in pdf to better explain.63 votes -
Practice manager - Add start and finish times in timesheets
Being able to complete timesheet using start and finish times as an option rather than just the option of filling out in hours/minutes spent on a job. This assists in tracking time throughout the day
6 votes -
Business Snapshot
Business Snapshot - I see that business snapshot contains figures that can help small or big businesses interpret their business flow. Is it possible if Xero can add a feature where there is a suggested inputs or tips to increase profitability or current ratio if the business has low results, identify risks as well through the generated reports in system?
1 vote -
XPM - Search function for paid amounts
Can a search function in XPM be added to search for amounts that have been paid by clients from the Business Invoices program?
2 votes -
Bulk assign a contact to multiple clients in XPM
Would love to be able to bulk assign a contact to multiple clients in XPM. We are in the process of cleaning up the duplicate contacts as the existing contacts can now be re-used across multiple clients. We found it very time-consuming to assign contact one by one.
1 vote -
Practice Manager - Notes for each Client
I believe it would be very beneficial if there was an option to have an overall notes section for each column, and not just only a notes section for each specific return / activity statement. Rather this notes option would just be for the client as a whole, so the impotant notes could be stored here. It is easier to record previous discussions that may have been made about the client and their specific situations. This will make it much more accessible to see the whole history of the client with just one click.
2 votes
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