393 results found
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XPM - Create a Quote for a group of clients
At present it is not possible to provide a quote to a group. Eg Joe Bloggs has a company, trust, partnership and smsf and his wife and kids. We want to provide a quote for the group however XPM only allows the quote to be done for the one client.
1 vote -
We use fixed fee pricing for most of our services but we want to track time and see if the job is profitable.
This would be so beneficial as it would allow us to use inventory fixed fee pricing like in Xero but still analyse staff time cost against the fixed fee price
1 vote -
We do not use milestones - is it possible to stop this showing in jobs so there is less info on the jobs
We do not use milestones - is it possible to stop this showing in jobs so there is less info on the jobs
1 vote -
XPM - Add the ability to insert {year} or {ClientName} so that it prefills into the job when we create a new job
It would save so much time if we could prefill year into the job name when we create a new job, and client name into the description so that when the description prefills into the invoice it specifies the entity.
1 vote -
Practice Manager - Make WIP Ledger Write On Amount available in the API
It would be ideal if the "Write On Amount" fields in WIP Ledger reporting within XPM are made available in the API. We leverage multiple systems that need to tack together a formula to measure write offs using the available fields in the API, or cannot include Write On information, so is often inaccurate.
5 votes -
XPM - Replace the fax number field with mobile phone number
There are client level fields for phone and fax numbers. We have not had a fax machine in the office for a number of years. and it would be more useful to have these fields nominated as landline and mobile numbers. Consideration would have to be given to how this meshes into FYIDocs and FuseSign as FuseSign has issues if the phone number field does not meet its defined parameters.
47 votes -
Practice Manager - Bulk option to Write Off Balance for 'Xero Export Failed' zero-balance invoices
Where $nil value invoices are pushed to our "Xero Export Failed" list, it would be great to be able to select all $nil balance invoices in the "Xero Export Failed" list, and "Write Off Balance" in bulk. Currently we need to go into each invoice, one at a time, and select "Write Off Balance"
1 vote -
Practice Manager - Automatically add a Task to automatic Activity Statement jobs
It would be great it we could have a Task automatically added to the auto-generated job when we have the 'Create Activity Statements on a newly generated job' option checked.
12 votes -
leads - Existing activities to auto allocate to owner
When we set up a new lead and allocate it to an owner, the activities should auto allocate to the owner, instead it is setting to the responsibility of the admin person setting up the lead resulting in additional time taken to reallocate each of the the activities causing unnessary time consumption
4 votes -
XPM - Include task start and due dates in job imports.
As XPM integrates with FYI workflow, and you can toggle between viewing a workflow by jobs or by task, it would be a massive help if when importing annual compliance job templates with pre-defined tasks, you can define the task start and due date as part of the import and not have to individually go through and update these once the jobs have deployed.
4 votes -
Practice Manager | Add Office 365 (sharepoint) as a document management option
You have 4 other online cloud document management systems listed via XPM. We use SharePoint and would request this to be added as a further option to link our programs for efficiency and easy of use.
We would then like tasks to be setup in jobs, that we can "link" documents in Sharepoint, to tasks/jobs in XPM.
10 votes -
Billable Expenses - Feature to flow through to XPM Clients
It would be great if there was a link between the billable expenses in Xero and XPM that would allow for billable expenses assigned to a client to be created as a cost in XPM. We currently add these manually as a cost on the job.
4 votes -
AU Tax - Report to show ATO due date and suspended date
Could you please add the field “[Tax Return] Suspended Until” to the fields available when you write an “Income Tax Client – ITCRPT” report.
This would allow a report of all clients we are ATO Agent for showing their tax return due date, status and suspended until date all on one report.
4 votes -
XPM - ability to alter view of client info
Have the ability to add extra info to the top level view of a client, or members of a client group, within XPM such as ABN or TFN without having to open the client record to find the details - particularly helpful for large client groups with many entities and individual members
1 vote -
XPM - Include statement in personalisation settings
Include "Statements" in the XPM Business\Settings\Personalisation - Email Sending Settings section so that emailed customer/client statements are sent from the practice and not the individual staff member email address who may happen to have emailed out a customer/client statement.
2 votes -
XPM - Include category when copying job
When Copying a Job currently the Job Category does not get copied. This should be changed to copy the previous Job Category.
1 vote -
XPM - Automatic birthday messages for clients
Currently XPM does not send automatic birthday messages to clients. It is a very manual process.
It would be great if birthday messages are sent automatically out of XPM.3 votes -
XPM - Extra tabs in the green banner
Extra Tabs in the green banner
Extra headings/tabs in the green banner at the top of the Xero page?
eg
XXXXXX PTY LTD Dashboard Clients Jobs Tax Business Reports.Can we have
XXXXXX PTY LTD Dashboard Clients Groups Contacts Jobs Tax Business Reports.I have attached an example.
1 vote -
XPM - Ability to favourite recurring time entries
It would be efficient to have recurring time entries to be saved as a favorite in XPM instead of having to complete all three segments about Client, Job & Task. Especially for daily recurring Internal Time entries such as Non-Billable Time for Meetings, Personal Breaks or Filing Emails etc.
20 votes -
Practice Manger - revert back to the old staff format
Please revert the staff page back to the old format.
What used to be able to be accessed all on one page, you now have to click through on to 10 different pages to access the same information, and then this involves scrolling through so much wasted "white space" as well.
Why are you insisting on pushing through with these changes to your programs which actually make more work for the people that use them.
And the consistent change to spread everything out so that you constantly have to scroll and scroll and scoll - why. Your need for so…
3 votes
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