387 results found
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XPM - Automatically email invoices from Xero to client
Automatically email invoices from Xero to client, upon Practice Ignition proposal approval
1 vote -
XPM - Add an Account Manager column to the client list
Can we please customise client page on XPM to add a column for the Account Manager. We currently see the Client NAME, PH NUMBER, and ADDRESS. Can we please add Account Manager to the page?
It would cut out a lot time when processing morning mail or directing phone calls from clients as this would mean we don't have to open the client file to see who they belong to.3 votes -
Reports - Customise Annual Reports
The ability to customer the Totals line of the Annual Reports so that they have the top line and Bottom Double line along with the figures having a $ sign. It doesn't right to just have the figure without the finishing touches.
1 vote -
Rules and the Reconciliation Screen
On the reconciliation screen in the bank account, if a transaction is being picked up by a rule, could we see both which rule it is being picked up by as well as the name, account, description, and tax details that the rule is using?
2 votesThanks for the idea, Garrett. This isn't in any plans at the moment, but we'll keep an eye on it as the team are thinking about this in the wider context of the bank reconciliation process.
In the meantime a workaround could be to include those details in the title of your bank rule. For example Supplier Name - Motor (20% VAT)
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XPM - Client report including connected Xero organisation
I would like to build a client report that shows the XPM client name but then also shows their Connected Xero organsiation (as this is often different to the XPM name).
18 votes -
XPM - Default staff checkbox as ticked when allocated to a job
After the recent XPM change where a user can allocate staff to multiple jobs from the Jobs menu, the staff at the Task level are added but the checkbox is not ticked. This means that the staff member can see the job in their timesheet, but not the tasks associated with that job, so cannot book time.
Support have advised they are aware this has changed and do not have a solution to get around this currently, other than manually going into each job and filling the tick box for each staff member for each task. As we create and…
3 votes -
Reports - build a report that includes client's loan status
We would like to be able to generate a report that includes all clients that have loans.
1 vote -
Invoices: Manually export invoice to Xero after an export fail
The 'export invoice to Xero' manual option should be available to staff that have approve invoice permissions. When we have a 'Xero export failed' message and staff correct the error, they need to be able to push this across manually to Xero blue without requesting it from an administrator.
20 votes -
XPM - Disburse Xero subscriptions to clients
There needs to be way to bulk import client disbursements in XPM. For example, Xero subscription fees.
3 votes -
XPM - Link client postal & physical address
Create ability to set the Postal Address the same as Physical Address without having to enter twice.
3 votes -
XPM - Add 'Archive' option to Staff permissions
In XPM the client access options under staff permissions includes View, Edit, Create and Delete. Please also add Archive as an option.
3 votes -
Projects - Assign multiple tasks to employees
In the last week the ability to add multiple tasks to new employees has been taken away, you can still add all jobs but without the ability to add all tasks or some as well that feature is now useless.
please can you tell me why this has been removed and bring it back asap. I have staff unable to complete time sheets at the moment.
3 votes -
User permissions - Restrict view for users
People who enter invoices and bills but can't access banks should be able to have permission to see AR and AP reports even if they are not permitted to see other reports
3 votes -
Practice Manager - Allow retrospective updating of staff costing
when the cost was initially onboarded in XPM, the costing was not properly setup. Upon turnover to me, I noticed it automatically when exporting reports that the cost don't have figures on it. Upon updating the staff cost (manually PER EMPLOYEE profile), it still won't reflect in the previous periods prior to the input of the staff cost.
1 vote -
XPM - Report on Fee from Refund Field
Enable reporting / export for the 'Fee from Refund' field under Tax under the Tax and Company section in clients.
The other fields in the ax and Company section are available in the Client & Contact Report Builder, however this field is overlooked. I understand that there is a 3rd party request to have this field included in the Client API.
3 votes -
XPM - Update client details via API
As a dedicated Xero partner, I've been leveraging the capabilities of the XPM Suite in conjunction with Seamlss to manage and streamline my operations. While the current integration offers a range of functionalities, I've observed that the existing API limitations are hindering our efficiency.
One of the most pressing concerns is the manual transfer of sensitive client data, especially Bank Details. My administrative team often finds themselves in the tedious and risky position of copying and pasting this critical information due to the API constraints. This not only consumes valuable time but also poses potential security risks.
The Xero Practice…
10 votes -
Xero Practice Manager - Report on WIP control by manager or partner
We have a number of firm incentives for both partners and managers relating to their individual client portfolios. An ability to review their control of WIP, billings and receipts should not be a major effort. Or is Pulse the answer?
Thank you.
1 vote -
XPM - First Name and Last Name to appear on XPM Client Main Details Page
Can we please be able to view and individuals FIRST NAME and LAST NAME on the Client Details Screen. Currently you can only see what the First Name and Last Name for a client is by going in to Edit the page. It seems extremely weird that you can't view the First Name and Last Name of a client on the Main Details page when arguably that is the most important detials of an Individual!
2 votes -
Add Groups to Job Manager filtering/sorting columns
Job Manager - can we please add the option of Group to the filtering/sorting columns to allow us to view jobs/allocations by business/family groups
15 votes -
XPM - Invoice Pay Now function
Invoices issued from XPM need to have the ability to have payment services so that clients can click on a Pay Now button and pay the invoice immediately in order to:
- improve cashflow by collecting monies as soon as possible
- remove the need to push invoices into blue xero to gain access to Pay Now functionality
- remove double handling of invoices that practice staff originate in XPM and then operations staff have to issue from blue Xero. Practice staff should be able to manage practice invoices without having to involve operations staff.2 votes
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