474 results found
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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 -
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 -
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 -
Practice Manager - 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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XPM - Invoices imported into Xero to include description
Ability to have invoices created in Xero to import into XPM with Description included
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 -
Including IR4J as a Return Type in report builder
when we have a report that we would want to specify the type of return e.g. ir3, ir4 there does not seem to be the IR4J specifically for when we file a IR4J on its own for members apart of a consolidated group and only require to file their own imputation return.
It would be great if this could be included as this helps when reporting our internal filing stats.
1 vote -
XPM - Sort timesheets by column headers
Would be great to be able to sort the timesheets by the column headings. They are blue but don't actually do anything when you click on them.
1 vote -
NZ Payroll - Report on list of Payroll employees earnings at the EOFY
We would like to be able to do a list of Employee at the end of year with total earnings, PAYE, Employer and Employee Kiwisaver etc.
You can list now but it lists every date and you then need to drop out to Excel and do all the additionals. Very time consuming if you have a number of employees.
1 voteThanks for providing that extra clarity, Kay - apologies for the confusion!
As you've found, the Annual Earnings Certificate displays the information required, but splits each employee in to a seperate page.
I've updated your title to reflect that you'd like this report in a list format, and shifted it back to 'submitted' so we can keep collecting votes and feedback.
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XPM - Show more than 10 tasks in drop down for non chargeable time
Timesheet entering in XPM
Time Clock drop down for non chargeable time to not be limited to 10 tasks when there are more that 10 available.1 vote -
Practice Manager | Client Revenue Report - with comparatives
Xero Practice Manager -
There is a report in XPM, Client Revenue Report, this is great for end of year reporting by client. Unfortunately there is no opportunity to select a comparative. Can we please have the ability to run this report in the same manner as the Income by Contact report in Xero Blue. Thanks.
1 vote -
Notifications - When partner assigned to a Job
As we identify Partner for job...useful to allow of custom notification to Partner please.
Thanks1 vote -
Practice Manager | Invoicing - Ability to code based on job
When we link XPM to Xero, we have to set up a code for Income. This is set to a default code (200 Sales) however we also use codes to differentiate income between Company Accounts, Personal Tax Returns, VAT work etc. Would it be possible to add something that allows us to select the code per job? Or alternatively to allow adding of tracking categories?
1 vote
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