394 results found
-
Practice Manager - Editable navigation on a per user basis
The ability to customise the data and the order in which data is shown on the Dashboard in XPM from either a user or practice level
1 voteThanks for the detail in your response, Stacey and I'd highly recommend sharing the link to the idea here with others in your business that'd find this useful to help us get a better sense of the overall interest.
Being open while appreciate the ease this would create for individual users, building customisation at this level would be quite complex. Not something we have plans for at present but we'll get a sense of the interest here. 🙂
-
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 -
Bank Reconciliation: Search for transactions across all accounts
Can we have the ability to search for a transaction , by amount , payee or description across all bank accounts. Rather than having to go into each bank account and sort dates etc and than search. Having the option to choose all bank accounts, rather than an individual bank account would be awesome.
164 votesHi community, we're excited to unveil some enhancements to your bank reconciliation experience in Xero! With our latest developments we're releasing the ability to effortlessly search and filter statement lines based on your preferred criteria, to give you ultimate control and efficiency.
When available to you it'll help save time clicking through pages as you can view more statement lines on your screen. 😊
For the time being, these updates are limited to each bank account so there’s still no way to search across all banks at once.
This is being rolled out to everyone over the next few weeks and I'll return to share when released to you all.
-
XPM: Ability to have alias email address for multiple practices
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…4 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 -
Archiving clients in XPM and Blue Xero
It would be great if when Archiving a client in XPM it also Archives it in your Blue Xero
7 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 -
XPM: Report on new, archived and terminated clients
Ability to report on New & Archived/Terminated Clients with dates they were added/archived. Helpful for Practice Reporting & assessing promotion results etc.
5 votes -
XPM - Branch / Department Feature
We wish we could use different sequence numbers for each branch and each department in one organisation.
11 votes -
Xero Practice Manager: Report on which staff can access client tax returns.
Xero Practice Manager - Tax
I want to be able to run two reports to see which staff have tax access to which clients and to see to which clients a staff member has tax access. This is very important for security purposes and additionally to help us meet our obligations as tax agents.
8 votes -
Practice Manager | Reports: Update fields to be the same value
When the report is extracted through Report Builder, the value for Title field is always under Uppercase even though it's Proper case when we first select the option on the client section.
This is causing unnecessary extra work for us to fix it manually every time we run the report.
The report should show the same value as how it's entered.
1 vote -
Xero Practice Manager NZ: Update client relationship report to include [client relationship] tax number and DOB please
Now that the Trust requirements have changed, is it possible to update the Client Relationships report. Accountants now have to provide the DOB and IRD numbers for the Trustees, Settlors and Beneficiaries. Currently, if I add the [client] tax number field and the [client] Date of Birth field, I get these fields for the original trust only, I need to get the [client relationship] tax number and DOB please.
2 votes -
XPM | AU Tax: Tax Return Reports include Industry Codes
XPM Reports - Tax Return
Create/ generate a single Tax Return Report on industry codes which includes: SMSF, Individuals, Sole Traders, Partnerships, Trusts etc.Currently we can only create separate reports for:
- Individuals and Sole Traders
- Companies2 votes -
XPM: Import relationships info into Financial Statements
Can the Directors, Shareholders and Shares held, beneficiaries, Trustees etc in XPM be available to import into the Financial Statements template so it can stop you having to create custom fields with this information to report on?
5 votes -
XPM: Dedicated client notes section
For Practise Accounts
have one section for internal notes on the client that can be updated
- Files can be attached but not updated
- Notes in a Report Text Box are only specific to that report
Need a permanent place that I can add notes, instructions, updates to my staff dealing with a client6 votes -
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 -
XPM - Ability to have a drop down box for client's preferred pronouns
Can we pretty please have a new drop down box in the general client information area where we can enter a client's preferred pronouns?
2 votes -
XPM group view - Main email
Hi Support,
When you view a group in XPM it shows you the recipients, the phone and address fields, it would be amazing if the mail email address was also displayed.
Thanks
7 votesThanks for sharing your idea here, Rosalie - Is there a particular reason you'd find it useful to view the email address here?
This would be good detail to share back with the team, and may help others to see how this could benefit them too 🙂
-
Xero Practice Manager - Include Director ID in reports
Please provide the ability to report on the "Director Identification Number" field. The field should be included in the 'Client & Contact' templates.
4 votes
- Don't see your idea?