438 results found
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Practice Manager - Custom fields that allow document uploading
Create custom fields that allow document uploading.
2 votes -
Practice Manager - "All" tab on tax payments screen
It would be useful if the Tax Payments screen in Xero Practice Manager had an "all" tab, where you could see all tax payments due (for a certain date). This is useful if you don't know what stage a certain letter is at.
2 votes -
Practice Manager | Client Report - Include Client Verification notes as a reportable field.
Practice Manager - Client Report - Include Client Verification notes as a reportable field.
Wanting to create a report that enables us to view the notes added to the Client Verification section. Currently it looks like you can only build reports with the Date Verified, Verified by and Verified fields. Would be good to be able to also view the notes. Particularly for non-individual clients who also need to have the relevant individuals also verified which does not always happen at the same time.
Current workaround is to create a new custom field to record the same information as recorded…2 votes -
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 -
Job Manager - Show completed employee's tasks for jobs with multiple staff allocation
On JOB MANAGER - If more than one staff member is allocated to a job with multiple tasks a icon / green tick / should be added next to a persons name or the name should be highlighted if all their tasks in that specific job is completed. That will help with recon process for managers, without having to go into the job every time to see which staff member has to still complete their tasks.
AS ATTACHED IMAGE - OUR PRACTICE WILL NOW KNOW ANEL HAS COMPLETED ALL THE TASKS ASSIGNED TO HER IN THIS SPESIFIC JOB WITHOUT NEEDING…
2 votes -
XPM - Option to Publish a report dashboard for clients
I would love to build out a customizable reporting dashboard for each client, that I could grant specific access to. It could include specific monthly reports, live reports (like a rolling 12 month p&l for example) or widgets with live reports (for AP and AR) like on the current Xero dashboard. Perhaps include some KPI calculations. As an accountant, I could prepare the dashboard for each client's needs, and then email them a link to the dashboard each month when the accounting is updated.
With a simple dashboard like this I wouldn't be shopping for outside reporting tools like reach…2 votes -
XPM - Time Scanner & Tracking
Similar to Xero Receipt Scanner, but just for timesheets
A functionality (app) that can scan a manual handwritten timesheet from a notebook and enter the time spent into XPM timesheet, for people who prefer manually writing timesheets in a notebook.
2 votes -
XPM - Edit 'to-do' list items
If you currently want to edit a line on the to do list you have to create a new line and enter the data, than delete the previous item.
It would be great if we could have an edit function on the to do list so we did have to add the extra step of recreation2 votes -
XPM Custom Reports - Bulk select new fields to add
It would be handy to be able to select (and deselect) in bulk when adding fields to a custom report. Currently, you can only select one item at a time from a dropdown list. It becomes very confusing when adding multiple fields, particularly when you have to keep scrolling down to find the field that you need. Also, it is difficult to determine which fields have been added etc.
it would be useful to have checkbox function to select and deselect the required fields.2 votes -
Xero Practice manager - contacts
Client Contacts - Option to Link to a Client Record + Data Synchronisation
2 votesHey Peter, having read over your idea a few times, I'm not 100% sure I understand exactly what you're asking for. Would it be the same as either of these two ideas?
- Practice Manager | Client - Copy a client (including all contacts)
- Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"
If not, would you mind providing a few more details so myself and other users can better understand and upvote it? It'll also mean I can make sure it gets in front of the right product people at Xero 😊
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XPM Invoices - Budget field on invoicing page
Can we please have the budget listed on the invoicing page under a job when you produce a final invoice.
Currently there is job, name and description listed on this page but not budget.
2 votes -
AU Tax | Income Tax Client Report - Field to add Jobs and view progress
We have an Income Tax Client Report (ITCRPT Report) which links to the ATO and shows us who still needs to be lodged and their due date. We would like to add jobs to it so we can see the progress of their associated tax return job. Xero Support have advised currently, it is not possible to include any extra details to the ITCRPT Report.
2 votes -
XPM | Job Manager - Search by Job Name
The search was recently changed so you could search by client, but now if I search for 'GST' it will bring up all jobs with GST even in the description (i.e. a bunch of annual accounts and other jobs). Can the search be limited to Job Name rather than the detailed description in the job?
2 votes -
Clients - Ability to assign multiple job numbers
we use job numbers to identify the works being carried out so I entered the Job number in Contacts against the Client name but this number comes out on the invoice against the client name on the address block. It would be good to be able to have multiple jobs nos for each client so we can identify the job no. on the Customer page
2 votes -
NZ Tax - Bulk create GST/Tax returns for the period/year
Currently we have to create GST/Tax returns one at a time for our entire list. It would be great if we can create gst returns on the gst jobs in one go so we don't miss any on the outstanding report.
2 votes -
Xero Tax - Bulk ability to move filed to archive
There is an issue with AIM reports going direct to filed tab and have to be individually moved to archived.
There should be some bulk ability to move filed to archive
2 votes -
XPM invoices - show a total for the calculated (WIP) column
In XPM, there is a subtotal of all the amounts of each task in the fixed price column. It would be handy to show a subtotal of all amounts for each task in the calculated column. This would allow you to see, at a glance, the write up/down for the invoice.
2 votes -
Practice Manager | Clients - Multiple 'Primary' contacts
Only one contact in XPM can be a 'Primary' contact so our correspondence pulls through only the salutation for that contact, however the entity may be a partnership, trust or company and need more than one person included. This means we need to manually add any other salutations, which is not ideal and leaves room for error. The option to add multiple 'Primary' contacts would solve this issue.
2 votes -
Client - Email storage (not related to Job)
It would be nice to be able to store all emails re a client that a NOT job specific under a Client Tab.
We are able to do for Jobs which is neat but to enable us to store general emails under the client would be good. I guess they would need a unique email address just like the job storage of emails? We have tab for Jobs, Documents etc so one for emails with an address would be nice.2 votes -
NZ Tax - Add placeholder for amount due for tax payment letter emails
Could you please add a placeholder for the amount due so it can be added to the email subject and is easy to see the amount once the email has been saved.
2 votes
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