449 results found
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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…1 vote -
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 - 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 -
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 - 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 -
Payroll - Allocate payments for Current Assets and Liabilities
When you post payments into Current Assets or Current Liabilities you are then able to allocate these payments off against transactions. For example PAYE, We pay this monthly so when you post the payment against the liability you can then allocate this off. You can then have an option to view allocated and unallocated lines.
1 vote -
Reports - Show Net column in Debtor reports
It would be really helpful to be able to able to pull off a debtor report showing the NET figures, not gross. As i am continually being requested by IF to reproduce debtors report as net as they don't fund the VAT !
1 vote -
Staff Privileges - Option to edit 'billable' tick on costs
We have access to costs locked down so most staff cannot edit entered costs. However it would be useful if they could tick or untick the billable option that determines whether the cost appears on the invoice or is absorbed.
1 vote -
XPM - Enter Ad-Hoc time against a historical date
Ability to enter historical Ad-Hoc time. If entering ad-hoc time for yesterday or older - you have to enter as todays date, then edit the entry to change the date.
Would be much easier to have the option to select the date in the initial posting - rather having to edit.
1 vote -
Tailor system data fields i.e. customise Year End date.
Ability to amend or remove some of the system data fields such as 'Year end date'. Not all clients need a year end date (for example if they have just signed up for some consulting work). We have successfully used 'custom fields' to tailor XPM to match our client database needs and it would be great to also have control over some of the custom fields to remove as we don't need all of them.
1 vote -
1 vote
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NZ Tax - Create AIM return on a cash basis
The ability to file AIM returns on a cash basis is important for clients for cash flow purposes. Some clients deal with large invoices that don't get paid out within the same period they are issued. This can inflate their tax figure for the period and strain their cash flow until they get paid.
1 vote -
XPM - Add unique client ID (such as the Export Code) to Client Relationships Report
Client Relationships Report
Currently, the custom report allows the user to add the Related Client's Name only. Would be good to be able to include a unique identifier as well for the related client, such as the Export Code for that related client.1 vote -
XPM - Invoices imported into Xero to include description
Ability to have invoices created in Xero to import into XPM with Description included
1 vote -
XPM - Option to add prospect relationships
Need to have the ability to add prospect relationships - currently if both spouses are added as prospects, you can't then link them as spouses in the relationships section. However, if one spouse is already a client then you can link the prospect as a relationship... this seems like an oversight in the platform. Need to be able to link prospects as spouses/family etc.
1 vote -
Practice Manager - Edit saved filters
Edit Jobs Screen Filters: In the XPM jobs screen it is possible to created and save filters. However it is not currently possible to edit those filters, only clear them and start again. Please provide the functionality to edit existing filters. Thanks in advance, Petra.
1 vote -
XPM - Report that shows clients and their income/turnover
We are in the process of organizing our client list for Audit Shield and like many other accounting firms we need to assign our clients a Turnover category. Currently Xero informs me there is no report I can run that will list the clients and their turnover for me to easily identify which category to assign to the client for audit purposes.
A report that shows the client, their income/turnover and the possibility to group and total buy the Client Group would be amazing and save so much unnecessary admin time.
1 vote
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