449 results found
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Practice Manager | Add URL parameter for Job Code
Add the ability to reference a job via the url e.g. https://app.practicemanager.xero.com/job/jobview.aspx?id=J012480 where J012480 is the Job Code in XPM.
Good for reporting and referencing from external sources2 votes -
XPM - Missing Time
Help business owners and team leaders easily identify where staff have submitted time for a week that is less than their capacity. That could be something on the dashboard or a report. XPM currently allows a staff member timesheet to be submitted without any warning that it is below the capacity amount. I shouldn't need to manually review and compare to the different capacity hours for full time and part time staff.
2 votes -
Staff login anonymize
My firm works with additional bookkeepers, and we do not want to have their business or personal emails displayed in our clients files.
Ideally, they would be behind the scenes and would just show our practice as connected.
Next best would be showing first name or first and last name, but no email address.
We can assign them an email address from our firm for a more professional appearance, but often their certifications follow their own business/personal email addresses.
2 votes -
My Xero/Practice Home - Sort organisations by Most Recent, not alphabetically
I'd really love to see an option in My Xero where the default sorting can be set to the file most recently opened by me (as opposed to alphabetical, or the file last viewed date). That way all of the current clients I'm working on will be near the top of the list rather than having to scroll down and find them, or search each time!
2 votes -
XPM - Matching client and export codes
The ability to have client codes and export codes be the same to make it easier when bulk updating manager and partners
2 votes -
Copy Standard Reports to Custom Reports & allow them to be edited/shared.
Replicate XPM's Standard Reports in the Custom Report area, so we could edit the existing formats and select staff to share the report with.
2 votes -
Practice Manager - Reassign invoice to a different client or job
Ability to bulk re-allocate invoices to different jobs and or clients.
It would be great if you could easily re-allocate an invoice (or a cost / timesheet entry) to a different client or job. I have had cases where a clients name/entity type has changed and the recurring invoices have not been posted against the correct client in XPM (old client not new client, even though the invoice is issued under the new name in Xero). Or a client wants to be billed under different entities in a group but there is only one job so i would have to…2 votes -
Manager field in cover letter templates
Please make it an option to have the sign off on the Tax Return Cover Letter as Manager rather than Tax Agent name. This helps the client know who to refer to if they have any queries.
2 votes -
Report on client bank details inc fields BSB, Account number, Account name.
Would be great to create a report in XPM that shows client bank details so we can identify clients that are missing bank details and need to be followed up. This would also avoid the issue with tax returns being lodged with no bank details recorded.
2 votes -
Practice Manager | Notification when tax return sent to raise invoice
Can you create a way that when we send out a Tax Return to be signed in Practice manager, Xero sends a notification to the admin team at the same time so they can create an invoice.
2 votes -
XPM - Sync contact groups to Xero
Sync clients grouped in Xero Green to Xero Blue. Currently groups can be created in Xero Green and Xero Blue independently but are not synced or linked. It would be efficient and helpful to sync the groupings we have created in Xero Green across to Xero Blue.
2 votes -
User adjustments
We want staff to be able to view customer statements but not have access to our firm's bank account.
Currently this is not possible when editing the user permissions.
We have always used a QuickBooks desktop where this has been possible.
If one of the partners is no in the office, the staff cannot access a customer balance, and we do not want to provide them access to view the firm's bank account.
We hope this is rectified soon.
2 votes -
Practice Manager - Create recurring costs / disbursements in a job
It would be great to be able to set a cost to automatically repeat within XPM. For example a subscription cost to be applied against an annual job on a monthly basis.
2 votes -
XPM - Job import preview
Regarding XPM > BUSINESS > SETTINGS > IMPORT
can you make the function similar to blue xero bank feed import? Namely,
- in blue xero, it gives you a preview of what the import file will look like on the bank account before clicking import?- one time i mixed up the job name with the client name field. and instead of warning or coming up with the error, it just created new clients upon import. I had to delete so many incorrect clients created from that job import
2 votes -
XPM - ABN field for Custom Templates
Would like to be able to use ABN in a custom template for Job Brief, Invoicing, Purchase Orders etc in XPM
2 votes -
XPM - Further Staff Access Options for Managing Invoices in XPM
At the moment, within XPM staff permissions, there is either full access for managing invoices (view, edit, create and delete invoices), or nothing. Staff should have access to view previous invoices for tax return preparation, but not necessarily the permission to edit, create or delete invoices. Would like more access granularity for this feature.
2 votes -
Split Interim / Negative Cost allocation
For the purposes of monthly retainers - a way to offset an interim invoice (which in the invoicing module shows up as a negative cost) partially against time that's been raised in the system for WIP washup purposes.
Currently you can drill in to tasks to mark timesheets as future billing but you can not do the same on costs.Eg. Time on task = $500. Interim invoice (negative cost) = $1,000 want to offset the $500 and carry forward the remaining $500.
2 votes -
Workpapers - Ability to create confidential workpapers
Having the ability to create a separate set of work papers for the practice that is confidential and not visible to all users.
At the moment staff can see the practices private and confidential financial information.2 votes -
XPM - Add extra columns to All Jobs board
Is it possible to add a few extra columns to XPM - All jobs board rather than creating different reports or clicking on different jobs/pages to collate basic client information. I would like to add the following columns to assist with Trusts and Superfunds.
-Trustee/Company Name
-Invoice NumberCurrently, if you invoice a Trust e.g. ABC Family Trust for XYZ Pty Ltd (Trustee), I would like to see both entities in Jobs board and not just ABC Family Trust. This comes in handy when chasing payments or matching jobs as a result in separate jobs linked to a Trust or…
2 votes -
Job Manager - Bulk Job Staff Allocation for New Employees
Since the creation of the new Job Manager, we are now unable to bulk add new staff members to staff allocations within a job.
You can bulk add the jobs, but then you need to manually do the job allocations for each job
When you have a new staff member and you want to assign them to 300 jobs, it would make it easier if we could do this in bulk rather than on a job by job basis.
2 votes
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