1476 results found
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Billable Expenses - Feature to flow through to XPM Clients
It would be great if there was a link between the billable expenses in Xero and XPM that would allow for billable expenses assigned to a client to be created as a cost in XPM. We currently add these manually as a cost on the job.
5 votes -
Xero HQ Ask - Automatically send due date reminders
With Xero Ask queries you specify a due date but if the query is not replied to there is no reminder sent to the client once the date has passed.
Can we please have reminders automatically sent, much in the same way invoice reminders are sent.
5 votes -
Contacts - export Customer list only
Be able to just export customers to excel not the whole contacts list. If not this then at least have a column so that I can filter out suppliers from the list.
5 votes -
XPM - Automatic birthday messages for clients
Currently XPM does not send automatic birthday messages to clients. It is a very manual process.
It would be great if birthday messages are sent automatically out of XPM.5 votes -
Hubdoc - Enable payments
Allow us to post payments through Hubdoc like we can on Dext.
5 votes -
Reporting - Financial Statement / Mapping Report
Will there be something developed (in the works) on sharing the mapping report with clients, so they know which codes are lumped together in the P&L and Balance Sheet? This seems to be a common inefficiency where they ask the question and we have to break down each code and manually provide the info, as they don't have access to our reporting templates / edit layout function. Suggest a mapping report breaking key accounts codes down in the P&L and Balance Sheet of the financial statements i.e. a report that would be included with your financial statements to show the…
5 votes -
Practice Manager - add Job Manager and Partner fields to the Invoice Report
In the XPM report builder, when a firm is working as a team based client and each team composed of several staff. It would be beneficial to have the option to include additional fields of the job manager and partner in the invoice report. Currently, we are only able to select the manager and partner at the client level.
If this feature were added, it would enable the accurate generation of reports for each staff member who completes a job and track better if each staff has a KPI of a particular budget that he/she needs to reach each month.
5 votes -
Invoices - Allocate write offs to specific staff
Be able to allocate write off's on a job to specific staff members.
5 votes -
Reporting - report to determine royalties that are due on some products that are sold.
We need a report that is cash basis and can have number of items sold during a time period. This report also needs revenue totals and allow a tracking category. Essentially this is to produce a report to determine Royalties that are due on some products that are sold.
5 votes -
XPM - Filter deleted clients
It would be good to filter deleted clients like we can for archived clients on XPM custom reports. At the moment they display on the Income Tax report that compares clients with the ATO list and there is no way to filter them out. It makes finding clients who have dropped off the ATO list difficult.
5 votes -
NZ Tax - IR3B Business Schedule with Fixed Asset Schedule
Given Xero has an IR3 Rental Schedule form and Home Office Work Papers why does the business schedule workpaper only have line by line capability and not a business schedule equivalent to IR's IR3B business schedule? Why is this helpful, it means we have the ability to put in front of the client not only the income and expenses relating to their small enterprise (i.e. usually don't warrant an accounting product) and provides traceability for fixed assets and depreciation claimed.
5 votes -
Hubdoc - Extract & compare bank account information from invoice documents
I would like to request that HubDoc extract bank account and GST Numbers from uploaded invoices and compare the information to the information stored in the contact in formation in Xero.
Suppliers provide us with their bank account information on each invoice for payment, I'd like to make sure we know if they change their bank account information.
I've attached a sample invoice
5 votes -
Xero Workpapers - Import supporting docs from Xero HQ Ask queries
We use Xero HQ Ask queries for our client questionnaires.
Would be fantastic if the query's supporting docs could automatically feed to Xero Workpapers.5 votes -
History | Practice Manager - Audit trail for changing/updating the Partner and/or Manager
Hi Team, would be handy to keep an audit trail of when and by who changes to the Partner and Manager Responsibility fields in Xero Green, thanks
5 votes -
XPM - Support for foreign rental schedules
Foreign Rental Schedules - set up the same as AU rentals where you can link spouses for the information to pull through so you don't have to re enter everything
5 votes -
Xero HQ | Client list - Update address from Xero 'blue' organisation
Automatically pull through client addresses from their Xero to Xero HQ Client List to avoid having to enter them manually each time and to ensure that any change of address is updated.
5 votes -
Xero HQ: See list of organisations pending STP 2 transition
I would like an easy way I can get a list of my clients who are still on STP 1 so I can help them move to STP 2?
5 votes -
5 votes
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Practice Manager | Reporting Fields - Invoicing
It would be great if we could report on more fields in XPM - in this instance, who does an invoice in XPM. There is a history section in the invoice, but there is no way to add this data to a report. E.g. I am using a 'job report' that includes the 'Date Last Invoiced', and it would be great if we could also show 'who created the invoice' (and/or approved and exported). We have tried adding a custom field on the job to allocate the staff member, but as this is manual, it would be a lot easier…
5 votes -
Practice Manager | Report - Starred Clients
Is it possible to have the starred clients as feature in reports? If we export a client list, we can't see which clients are the 'starred' (main contact for the group in our case). It would be super handy when trying to get a list of our main contacts and easily remove the clients that aren't starred.
5 votes
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