357 results found
-
Practice Manager | Group Profile - Select & view group information
Would love to see features to the group profile. Even if they were custom tabs from the business settings (so it applies to all groups). Some ideas are:
Group information - could be a list of the clients and their partner, manager, class, etc (would be great if each firm could select what client details they want to include from their business settings).
Client Fees - could use this section to add services, fees and notes for each client, and then have this total per service, client and group. This way you can update on the go and see the…
7 votesGreat to hear you're expanded thinking on the Groups here, Melanie.
It'd be good to get a sense of interest in each separately.
I've slightly changed the title of your idea here and welcome to add others for the other ideas you think of around this. 🙂
-
Practice Manager - Update multiple Client Group Details at once
Would be great if we could update fields in one go for multiple entities across a group (similar to how the address field allows you to). For example, the Partner, Manager, Class, etc is generally the same across the group (how we use it), so it would be good if we could update these sections for everyone in the group in one go (even if we need to access one of the entity profiles, and from there it asks if we want to update the other entities as well).
23 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 -
Practice Manager - Automatic time tracking by client
Xero to automatically log the time you spend in each client and summarise monthly/ average 12 monthly.
No stop/start. 10 minute auto logout.
Advantages: no additional work for the user
Disadvantages: not an exact science.4 votes -
Practice Manager | Single Place to enter Time (Ad hoc or job)
Suggestion to have the ability to enter 'Ad Hoc' time in the same place you enter time for jobs - i.e. in the Timesheets screen, rather than going through the 'Global Search' screen.
You would select a client first, then select Ad Hoc Time or a job (if an active one exists).
Also, when selecting a client, it would also be handy to be able to start typing a few letters from anywhere within the client name, rather than having to type the first letter or scroll down using the picklist.
5 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.
31 votes -
Practice Manager - Add Relationship type
It would be fantastic if we could add another Relationship type in XPM, namely 'Unitholder' so we could link the unitholders and their holdings with the Unit Trust.
63 votesThanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
-
Practice Manager | Client - Copy a client (including all contacts)
To be able to duplicate a contact, therefore not having to retype in the address, phone number and all other details. You would just need to rename the client and change the IRD number etc before saving. This would be a huge time saver.
48 votesThanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂 -
Practice Manager - Option to exclude 'completed' from job list
Removal of 'completed' jobs from the job list when preparing an invoice in XPM.
Sometimes we invoice a parent client with multiple entities jobs appearing and this can be very hard to navigate when looking for current jobs to invoice - even if the status is marked to be invoiced. It would be more efficient if completed jobs just didn't appear in the list.
7 votes -
Practice Manager | Clients - Date of death field for client details
Date of death field to add in to client details would be helpful
199 votes -
Practice Manager | Search - Ability to Create job
To make it easier to create jobs in XPM it would be useful to have a link to create a new job once you have unsuccessfully searched to see if there is a job already set up for the client. At present you have to log out of job search then create a new job, which involves finding the client name again.
6 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
31 votes -
Practice Manager - Highlight/banner for notes
I would love to see an improvement with Xero XPM NOTES.
We seem to leave 2 types of notes.
TYPE 1: is URGENT, we want people within the firm to see it and read it. It would be good if you could select this note to be a banner across the top of the clients screen. Similar to how if the client has a debt it shows at the top. (love that function)
TYPE 2: is just an ordinary note that is sufficient with the current design.
It would also be great if you could share notes across multiple clients…
121 votes -
XPM - Ability to tag client’s Xero org
Be able to tag clients
Purpose; so we can bulk tag non current clients for archiving and create jobs for the next days individual tax returns.
5 votes -
XPM - Ability to see staff's dashboards
Partners can see/change to all staff's dashboards from within their own dashboard.
Purpose: to monitor poor performing staff in a timely manner
3 votes -
XPM / Xero Tax - Ability to type the date instead of the date picker
To allow users to type the date in XPM.
Purpose: Because it is easier to type the date instead of the date picker.
22 votes -
Xero Practice Manager - Create recurring job from existing task
Able to create recurring tasks from an existing task.
Purpose: It’s easier to just create a recurring job from an existing job, rather than creating a new job.
33 votes
- Don't see your idea?