439 results found
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XPM - Job Manager design
Keep the Xero Classic Look everyone preferred.
The design of the Job Manager page is sadly reminiscent of an excel spreadsheet.
One of the enjoyments of the Xero software compared to its competitors are the fresh, clean pages that make it inviting to use. The Job Manager board is missing the 'attractiveness' that has been part of Xero's signature branding.
Specifically black text, flat checkboxes, grey cell borders and grey column headers makes it feel like an outdated 1990s program.With more Xero pages in Xero Blue also moving in this design direction, I am hearing similar comments from my…
3 votes -
XPM | AU Payroll - Notifications when a pay run is paid
It would be really helpful to receive notifications when a client pays their payrun.
Especially for our large PAYG Withholding clients, where we send them an email of the tax withholding payable. As large PAYG Withholders only have a roughly a week to pay, an email notification would be a timer saver. As we wouldn't need to log in to check that the pay run has been paid.
2 votes -
XPM | Recurring jobs - Label place holders
It would really make my life easier if you could please allow the [Month] [Year] option to label on the task for recurring jobs. This would allow us to see in blue Xero the label of the task namely month and year when invoicing our clients. This would be really helpful when identify numerous jobs and tasks for the same client as the job name does not appear on the invoice in blue Xero. Also, with using the [Month] feature, it would roll over in the next recurring job on its own.
2 votes -
Practice Manager - Sorting Draft Invoices by Job Type
Sorting Draft Invoices by Job Type
Every quarter we invoice a large amount of standard disbursement costs these all come from a particular job type.
It would be great if we could sort by job type so we could bulk approve these invoices. Currently it looks to sort by job number. This means when I 'select all' I have to manually go through and untick the draft invoices that have another job type. I have tried to set a filter to only show text with 'Quarterly' which shows in the job type but this produces no results.
Does anyone have…3 votes -
XPM - Ability to schedule in the calendar
XPM - calendar view rescheduling
Being able to move jobs in the calendar view to reschedule, without having to go through the "edit job" process.
1 vote -
Practice Manager - Use Collaboration Manager to automatically add Notes to clients
It would be great if we could use Collaboration Manager to assign emails directly to the Client, rather than a Job or a Quote. These emails would then be automatically stored under the Notes tab in the Clients screen.
1 vote -
XPM Budget Field - Only available if Staff have Access Financial Data permissions
The job budget is a key piece of information for all staff to have visibility. However the Budget field on a job is only visible if staff have Access Financial Data permissions. Giving Access Financial Data permissions allows staff to view and edit client billing details, edit practice subscription and export subscription. Surely, such wide ranging powers is not appropriate for ALL staff.
Surely this permission should fall under the "Manage Jobs" permission matrix not under Finances permission matrix.
5 votes -
XPM - Group Custom Fields
Group Custom Fields - it would be very useful to be able to assign custom fields to groups rather than only contacts & individuals, then be able to report on these fields. This would help with areas such as marketing, estimated fee groups, and handover notes.
We currently use the main billing entity but this would save a lot of time and improve efficiencies.
2 votes -
XPM (AU) - Automatic retrieval / daily scheduling of PLS report
Currently, retrieval of PLS Reports (EFT reconciliation report for client trust payments) relies on a manual Retrieval. It would be ideal if this report could be set to automatic retrieval.
6 votes -
NZ Payroll - Client Insights
Client Insights - column showing if the latest GST return is outstanding for filing
3 votes -
XPM - Reorder timesheet entries so the most recent is at the top
XPM Timesheets/Timeclock - The ability for the saved time to be ordered from the most recent time to the first time entries of the day so you can quickly see when you last entered time, as a start point. This saves a whole lot of scrolling if you have a lot of entries for the day.
2 votes -
XPM - Manage XPM Client notes using API
We currently integrate with a range of practice management software, and have a recurring request from customers using XPM to have us add notes to client records when certain actions are taken.
Currently, adding or updating notes is not possible via the API, however documents can be managed via the API. Client notes are useful as they allow important communications with a client to be logged against that client for future reference.
1 vote -
XPM | Report builder - Option to print clients on separate pages
It would be good when printing the WIP ledger for unbilled clients to have the option to print each client separately. i dont want to have to individually tick my clients just to get there report on a single page.
1 vote -
Xero Practice Manager | iPad - Search job name
When accessing through ipad browser (chrome/safari/edge), if entering time through the dashboard, there is not the function to start typing a job name and the list to match with the name typed. This function is avaialble on desktop. This means users need to scroll through the list to get to client name, then click/tap on it. Requesting the desktop site does not work.
1 vote -
Job Manager - More Info on Dates
In Job Manager, please include the following dates to allow better management of workflow and practice objectives to better service clients:
- Job Received Date (from client) - make this editable, but history of changes is recorded and viewable.
- Job Start Date (when job was started on, or triggered, for recurring ones)
- Job STATE Due Date (for the specific Job States)
- Job FINAL Due Date (eg. based on deadlines or Practice's targets, eg. within 8-12 weeks of receiving the Job)
- Last Actioned Date (this can sit within the Comments/Notes column within Job Manager view, just as so many others have requested***).
2 votesHi Vernis, currently it's possible to view Start and Due date from Job Manager, however the others you've mentioned are not available. If we make any plans to add State, Last actioned date or Received date we'll update you here.
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Customized Financials
It will be great for the customized financials reports can remain in the same format every month, instead of having to delete the customization each time.
1 voteHi Taunee, can you share a bit more information about the way you're customizing your reports atm. You can save a custom format that you've set up and if you'd like this to be the default for the org this can also be set. We have some help on this in Xero Central.
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XPM Job filters - Add custom fields to Job Manager
Would love to be able to add custom job fields onto the Job Manager dashboard and be able to create filters from them.
25 votes -
Settings - Allow UUID in all URLs
The 3.1 version of the API only gives UUIDs instead of numeric IDs. I would like to see all URLs on the website accept either UUID or numeric ID. This already seems to be partially supported, but I would like to see full parity with numeric IDs and UUIDs.
E.g. When viewing a client, the url is:
https://practicemanager.xero.com/Client/{NUMERIC_ID}/Detail
but the website will handle a uuid here too
https://practicemanager.xero.com/Client/{UUID}/DetailSimilarly for a job
https://app.practicemanager.xero.com/job/jobview.aspx?id={NUMERIC_ID}
https://app.practicemanager.xero.com/job/jobview.aspx?uuid={UUID}But unfortunately viewing a group is only possible with numeric ID
https://practicemanager.xero.com/Group/{NUMERIC_ID}/Members
but not as
https://practicemanager.xero.com/Group/{UUID}/MembersGiven that using the XPM API v3.1, you ONLY…
3 votes -
Practice Manager - Choose Job Client over Billing Client when Invoicing in XPM
When invoicing a job for a client that has a Billing Client I would like to able to sometimes invoice the Job Client instead of the Billing Client. Currently if there is a Billing Client exists XPM forces you to invoice the Billing Client.
3 votes -
XPM: Make the Productivity Dashboard exportable
It would be great to be able to print or export the Productivity Dashboard like the other standard reports.
11 votes
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