357 results found
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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 -
Xero Practice Manager - Add copy button next to client details (TFN, ABN, etc)
ADD copy buttons next to TFN, ABN, TFN in xpm client details page.
allowing copy with no spacing.10 votes -
Practice Manager | Search - Client code, email address, TFN and mobile number
The ability to be able to search for client code, email address, TFN and mobile number in the global search.
you are able to search for a phone number but the search doesn't include the contact phone numbers10 votesHi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
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Practice Manager | Report on Final Returns lodged
I am wanting to run a weekly report which lists any lodged returns that have been ticked as Final Returns in the return itself. This will then trigger a set of tasks to wind up the client (ie ASIC deregistrations etc).
10 votes -
Practice Manager | Client reporting - Field mapping
Some of the field labels in a report don't match the field in the profile, which can cause confusion, incorrect reports and more time spent on building reports than needed.
For example, on a client profile, we have the 'Partner' and 'Manager', however, when trying to report on these fields, they are called 'Account Manager' and 'Job Manager'.
It would make reporting easier if all labels/titles matched or at least referred to them, e.g. Account Manager (Partner).
10 votes -
NZ Tax - Import Imputation Credits & Losses into Tax Return
Import ICA balances and Losses into XPM tax return
10 votes -
Xero Sign - have the ability to see if a client has viewed the signing pack
It would be excellent to be able to see if a client has viewed the Xero Sign email pack.
10 votes -
Practice Manager - Search custom fields
Search functionality for custom fields, i.e. custom field: Trading Name can be searched via XPM search function.
10 votes -
Invoice Branding - Contact defaults to apply when invoice pushed from XPM to Xero
Ability to set the client branding theme in XPM to push across to Xero. This comes from the branding theme set at the client level not working as the firms default branding theme currently is applied to all invoices. By default it should use the branding theme against the clients contact record in Xero as we have set this up but not working as per bottom comment on this help article here: https://central.xero.com/s/article/Set-default-invoice-quote-templates
Xero Support response is currently "When invoices sync across from XPM to Xero, they use the theme that is at the top of your list in your…
9 votes -
Practice Manager | Jobs - Add custom fields to recurring jobs
Can job custom fields please be added to recurring jobs? We have set up fields for required information, but becomes pointless if they can't be added to recurring jobs as well. Will also save staff a bunch of time if they can add the info when setting up the recurring job, rather than looking for the information at a later time.
9 votes -
XPM | Clients - Ability to exclude members of Non-Taxable Groups from Related Client Tax Returns
There is the option of adding Groups as a taxable group, however if the option is not selected client members of that group still pull through as related parties when adding a new return. The ability to use multiple Groups would be a great driver for "advisory" automations in 3rd party software if it didn't have that adverse outcome. Enhancement request - adding a tax return the related clients should only pull through members of the taxable group and exclude members of the "advisory" group.
9 votes -
XPM | Job Manager - Budget % based on Dollars $ not time
New Job Manager Budget % - base on $ not time.
Please give us the option to set the budget % based on the fee not time.As our jobs are created though the Ignition integration, our fee budget $ is prefilled. We don't set the time budget as this would be a very manual process.
9 votes -
Practice Manager | Reports - Sort by Staff in WIP Ledger
Would be great if we could sort by staff in the WIP Ledger reports. We can select staff it in the fields but not criteria. Would be good to provide reports to managers for their staff only.
9 votes -
XPM | Jobs for Auto Activity Statement - Prefill Partner & Manager Fields included
Automatic Activity Statements - Partner/Manager Fields.
Is there a way for the creation of Automatic Activity Statement Jobs to have the Partner and Manager for the entity pre-filled on generation?
It is time consuming to go through each AAS Job and assign Partner/Manager so it appears in worklists.8 votes -
Xero Practice Manager: Report on which staff can access client tax returns.
Xero Practice Manager - Tax
I want to be able to run two reports to see which staff have tax access to which clients and to see to which clients a staff member has tax access. This is very important for security purposes and additionally to help us meet our obligations as tax agents.
8 votes -
Profit and Loss - Tracking categories in rows and annualised per periods (in columns)
P&L - Tracking categories (cost centres) in rows and analized per periods (in columns) . When I run this report on xero, it shows me in the same column (period and cost centre), the cost centre should be displayed in rows. Really annoying that this option does not work properly as its impossible to analyse anything.
8 votes -
Practice Manager - Set which fields are mandatory on client profile
It would be great to be able to customise if the fields are mandatory or not for new client setups. This would allow us to ensure that the fields we need setup are being setup by the admin team.
8 votes -
Practice Settings | Time & Productivity - Option to show Saturday/Sunday
Change Capacity under Settings/Practice to allow for Saturday and Sunday so that on the Dashboard for Time Summary the time entered on Saturday and Sunday shows and is reflected in the Productivity circle on the Dashboard
8 votes -
Xero Tax (NZ & AU) - Print multiple returns at once
Being about to print multiple Tax Returns by selecting the box in Returns and having a print options, it would be amazing if you could also select to redact Tax file numbers or choose to print them.
At the moment I need to print 17 today, I have to go into each individual client and select the tax return, select to print etc. It would save a lot of time being able to print multiples8 votes -
Practice Manager - RECURRING invoices in XPM
It would be great to have the ability setup recurring invoices directly in XPM for annual agreements rather than "pushing" recurring invoices similar to setting up recurring jobs in XPM.
8 votes
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