460 results found
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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).
11 votes -
XPM group view - Main email
Hi Support,
When you view a group in XPM it shows you the recipients, the phone and address fields, it would be amazing if the mail email address was also displayed.
Thanks
11 votesThanks for sharing your idea here, Rosalie - Is there a particular reason you'd find it useful to view the email address here?
This would be good detail to share back with the team, and may help others to see how this could benefit them too 🙂
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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.
11 votes -
User Roles - Access to timesheets for managers in XPM
We need to improve permissions on XPM, I want to provide permission to my managers to their staff members timesheets. The only way I can do this is to give them access is by giving them Access Financial data which really is too high for what we require.
Only other way is to provide them with a report weekly...10 votes -
User permissions - Assign user access to specific reports
People who enter invoices and bills but can't access banks should be able to have permission to see AR and AP reports even if they are not permitted to see other reports
10 votes -
XPM - Invoice Pay Now function
Invoices issued from XPM need to have the ability to have payment services so that clients can click on a Pay Now button and pay the invoice immediately in order to:
- improve cashflow by collecting monies as soon as possible
- remove the need to push invoices into blue xero to gain access to Pay Now functionality
- remove double handling of invoices that practice staff originate in XPM and then operations staff have to issue from blue Xero. Practice staff should be able to manage practice invoices without having to involve operations staff.10 votes -
AU Tax - Report to show ATO due date and suspended date
Could you please add the field “[Tax Return] Suspended Until” to the fields available when you write an “Income Tax Client – ITCRPT” report.
This would allow a report of all clients we are ATO Agent for showing their tax return due date, status and suspended until date all on one report.
10 votes -
Practice Manager - Bulk update ITR due dates within tax return
Practice Manager - Bulk update ITR due dates within tax return
If we request the income tax client report through Xero, the due dates update in the client detail level, but not in the tax return if they have already been created.
Being able to bulk update the due dates within the tax return, especially when deferrals are requested and successful with the ATO would be helpful as manually updating them all can be time consuming.10 votes -
XPM - Flag clients
Is there a way to flag a client, ie Warning/Ban or make them Inactive but keep their history in Xero?
We have a system that have a number of clients with similar/identical names and we would like flag a client for particular reason, ie account terms etc or ban etc.
10 votes -
XPM - Add column for Email to Client list
Can we please customise client page on XPM to add EMAIL.. We currently see the Client NAME, PH NUMBER, and ADDRESS. Can we please add EMAIL to the page?
It would cut out alot time opening each page if we had some flexibility to simply add the email address column on the first page.10 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.10 votes -
Archiving clients in XPM and Blue Xero
It would be great if when Archiving a client in XPM it also Archives it in your Blue Xero
10 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.
10 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.
10 votes -
XPM - Ability to schedule tasks
An easier way to schedule tasks. A lot of my clients create annual jobs with lots of tasks and want to be able to schedule tasks in the same way you can allocate staff. You hit a button and schedule all the tasks in a list with assignable start and due dates. I have more than 40 clients that I am doing implementation and training and XPM support for, and all of them has asked me for an easier way to do task scheduling.
10 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 multiples10 votes -
Practice Manager - Option to exclude 'completed' from job list
Removal of 'completed' jobs from the job list when preparing an invoice in XPM.
Sometimes we invoice a parent client with multiple entities jobs appearing and this can be very hard to navigate when looking for current jobs to invoice - even if the status is marked to be invoiced. It would be more efficient if completed jobs just didn't appear in the list.
10 votes -
Superannuation reminders
Automated super reminders for clients who haven’t paid super within 7 days of due date as well as report in XPM / ability to send notification to account manager or admin team about upcoming super obligations.
9 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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XPM - 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.
9 votes -
XPM - Timesheets Quick Keyboard shortcuts
Per the attached screenshots, it would significantly increase efficiency to be able to use quick keyboard shortcuts when entering timesheets. Specifically the + and SAVE buttons, as almost everything else can be entered using the keyboard alone.
9 votes
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