429 results found
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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.
9 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.
8 votes -
XPM - Branch / Department Feature
We wish we could use different sequence numbers for each branch and each department in one organisation.
12 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
8 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 🙂
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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 -
XPM User Permission - Ability to only remove timesheet view permission
I would like to place feedback around user settings, The user permissions are limiting and weird ones seem to go together. Currently all staff can see everyone's timesheets, we we're advised to remove the financial setting under financial privilege's to remove staff access to timesheets, in doing so staff could no longer see budgets on jobs, therefore we had to give all users back that permission, in effect allowing all staff access to everyone's timesheets it just doesn't make sense.
It would be really handy if we could assign a user group to a staff member instead of having to…
6 votes -
XPM | AU Tax - Automatically email lodgment confirmation to clients
I'd love to have the ability to get XPM to email clients once their returns are lodged to confirmed it has been done. So many clients ask for confirmation and emailing each one takes time, a simple email from xero would be great.
41 votes -
Practice Manager - Bulk Data Updates
It would be great if we could bulk update data (default fields and custom fields) and have options on how we want to update the data.
For example, if we want to update the 'Manager' field, we could choose to base this on the group or client, and:
- Update all groups/clients to John; or
- Update all groups/clients that are currently Sam to John, and have a check box to untick any groups/clients that are to be excluded; or
- Update by manual selection - tick/untick the groups/clients that require the update.We recently created a new custom field…
35 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 - Ability to archive Client Groups
Currently we are only able delete Client Groups in XPM. That means there are 'inactive' groups when the clients move on making it harder to see how many Groups you are actually working with.
It would be great to be able to Archive instead. This would keep the Group Count 'clean' and you can still report on Groups
21 votes
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