439 results found
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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 -
Practice Manager | Ability to send reminders for GST to clients
GST reminders
Like the Tax reminders for provisional and student loan but for GST and maybe even PAYE, so if you create and file the GST return though Practice Manger it feeds back info on what is outstanding and what has been paid with the option of sending reminders out to clients on payments due about a week out from the final date.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 -
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
10 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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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 - Report on client bank details inc fields BSB, Account number, Account name.
Would be great to create a report in XPM that shows client bank details so we can identify clients that are missing bank details and need to be followed up. This would also avoid the issue with tax returns being lodged with no bank details recorded.
9 votes -
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 -
Practice Manager - Re-order multiple jobs on one invoice
Add the ability to change the order in which jobs appear on an invoice when preparing an invoice with multiple jobs.
9 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 -
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 -
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.
9 votes -
Practice Manager - Automatic time tracking by client
Xero to automatically log the time you spend in each client and summarise monthly/ average 12 monthly.
No stop/start. 10 minute auto logout.
Advantages: no additional work for the user
Disadvantages: not an exact science.9 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.
9 votes -
Workpapers - Ability to create confidential workpapers
Having the ability to create a separate set of work papers for the practice that is confidential and not visible to all users.
At the moment staff can see the practices private and confidential financial information.8 votes -
XPM - Change the automatic due date when creating a job
Set a default Due Date when creating jobs that is not 'today'.
8 votes -
Practice manager - Add start and finish times in timesheets
Being able to complete timesheet using start and finish times as an option rather than just the option of filling out in hours/minutes spent on a job. This assists in tracking time throughout the day
8 votes -
Practice Manager | Clients - Ability to create groups from client
Create Group from Client Profile Page - No need to go to Groups and create a group before or in the middle of setting up a new client.
8 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.8 votes
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