438 results found
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XPM - Collaboration to include All jobs option
Please add an option in collaboration to show active only or ALL jobs.
We sometimes receive mails after the job was completed(or billed) but then we must open the job to allocate any mails received.1 vote -
Practice Manager - Mark a contact as Primary when importing in XPM
This would save having to manually assign after clients/contacts have been uploaded.
2 votes -
Clients search - Business Name/Previous Entity Name Search Capability
Hi,
It would be nice if the software could search by a entity's registered business names or previously know entity names and it bring up the current company file.
We are able to add previous names or business names to the custom fields under a company's profile, but unless you know all the names by memory it can be hard to match up clients when you receive correspondence address to the business name and no ABN is mentioned.
Currently when this occurs we have to either search ABN lookup or ASIC register and trying to get relevant information we can…
6 votes -
XPM - Hubspot Integration
Xero Practice Manager integrated nicely with Hubspot for about 10 years. Quitely it's been killed off in 2024 for some reason.
XPM is a major practice management platform, and Hubspot is a major CRM. I don't know why Xero would kill off the integration. But as a practice we need to have the ability to easily market/email etc to our client database. Without an integration in 2025 this is crazy.
The development work would be minimal considering it was already working, and even working with the single client record.
So please turn the integration back on for your partners.
2 votes -
Practice Manager - Add new WIP to an existing invoice
In other accounting management software, you can allocate WIP to a previously posted invoice. This is a really handy feature which prevents WIP being written off if a job has already been invoiced and no further invoices will be raised.
It helps with budgeting and KPI's (preventing WIP writeoff).
There are enough times when it has been needed, e.g. after a job has been completed and invoiced, and new information comes to light requiring a re-work.11 votes -
Practice Manager - Update capacity settings to allow for 9-day fortnight
Add option for second week under XPM capacity settings to allow for 9-day fortnight. With the current setup only allowing for one week, this impacts the staff KPI reporting rendering it bascially a useless feature.
4 votes -
Practice Manager | Recurring Jobs search - Show results irrelevant of special characters
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 votesThanks for your interest in product ideas and sharing on the search for Jobs with us here, Jean. Appreciate why you'd like search results to show whether or not a special character like a macron has been entered for the search.
While we don't have immediately plans around this we'll keep an eye on the interest for this here, and share if any plans are made.
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XPM - Client WIP view
When reviewing WIP for a client you can't see the title of each job without clicking in to it. Could we please make the job column wider so we can see what the job is without opening it.
14 votesThanks for sharing with us here in Product Ideas, everyone.
We're working on modernising the client record user interface(UI) and your idea here is being worked into this change.
We'll first be making this available to our UK practices, with the aim of eventually expanding this to all regions. I'll be back to confirm as this starts to roll and give more detail of the change.
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Practice Manager - Filter for 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 -
Practice Manager - Add documents to Management Reports from outside Xero
Management Reports: I would like to add reports created outside of Xero in my published Management Report packet that I send to clients. There should be a way to upload a PDF or excel document to the Management Report Packet from outside Xero
4 votes -
1 vote
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NZ Tax - Tax Payments (Notices) generated for Working for Families
Product Enhancement idea: have the ability to generate notices (Tax Payment letters) for clients who have been overpaid WFFTC and need to repay the IRD.
39 votes -
NZ Tax - Improved tracking and matching of Transfers in Tax Statements
In Tax Statements, under Transfers tab: the "auto mark as complete" needs to happen by both amount and date. So need the ability to set the effective date for the transfer to occur, therefore if IRD does something different we are alerted.
Currently if transfer is the same $ value or more, then Xero automatically marks as complete, this should not occur. If the $ is more then the transfer has not gone as expected and we need to be alerted to this.
For transfers that IRD does that are higher than expected we need to be able to set…
49 votes -
XPM notes made in Tax Statements & Payments need indicator & roll forward option
For notes made in Tax Payments: these need to be split into 2 areas, (1) notes pertaining to that provisional installment and, (2) notes that will continue to roll forward.
It is crucial that even if the installment date has passed, the notes are still visible. Also from the main Tax Payments screen we need an indicator on the client row to show that the client has an active note (with the ability to archive a note as well).
43 votes -
Job Manager - Set the Primary Contact as the default contact
When each job is created, we manually have to add the contact to the job. If this is not done, the invoice that is pushed to Xero Blue doesn't have contact information and we are unable to utilise the automatic reminders etc. This requires manual monitoring and negates the efficiencies within Xero Blue.
This manual process would be solved if we had the ability to set the Primary Contact as the default contact on jobs that are created. This could for example, be set up as a tick box in settings. This could give people the option to switch on…
7 votes -
Practice Manager - Draft Invoice Review
Would like the ability to see Write-ons / Write-offs on the Invoices dashboard for Draft invoices to allow easier review of drafts.
Alternatively some form of reporting that takes draft invoices into account vs billable time to see 'draft write-ons/offs'.
11 votes -
XPM - Multi currency invoicing and reports
Improve multi currency capability of XPM.
Currently, XPM only caters for invoicing out in the base currency and so invoices are done out of Xero. When it compes to KPI reports out of XPM, the info is all wrong. Invoice amounts pull through in invoice currency and not base currency, where as time is calculated in the base currency, these are incorrectly picked up as over and unders. Since there is no way to see what currency the invoice is in, reports from XPM are quite useless and differ significantly to profit reported in Xero for entities that invoice in…
1 vote -
XPM - Sync unique account number from Xero to XPM.
Account number to be synced to XPM from Xero. This unique account number/code is very useful and would be great to be automatically synced. Further, if, just like in Xero, it is a set field in XPM that notifies you when you are duplicating a code that has already been used for another client.
11 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.
4 votes -
Practice Manager - Auto select 'ATOmate Fee For Service' when 'Deduct fee from refund' is checked
It would be great if you can automate the ticking in of this 'ATOmate Fee For Service' (under client details) whenever 'Deduct fee from refund' is selected on the tax return currently in process. And if in the next financial year's tax return it is no longer fee from refund, 'ATOmate Fee For Service' will automatically be unticked.
1 vote
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