480 results found
-
XPM - Relationships - Add Share Class Type
The ability to add share class in relationships.
Currently you can only add the number of shares.
However, we have a lot of companies that have different share class types (A Class, B Class, ORD Class etc).
SUGGEST: adding a field under number of shares where you can type the share class (see attached example).This is a critical feature for our firm that is missing from XPM.
47 votes -
Practice manager | Clients - History (new clients and amendments)
Currently is it not possible to generate an exception report showing new clients added during the previous month, quarter or year. This is an important piece of reporting for CRM purposes. Similarly, it would be nice to generate an exception report showing client changes with appropriate attribute filters.
41 votes -
XPM - Prior period placeholder for recurring job templates
Id like to have a placeholder for the prior period when using the recurring jobs function.
When you complete a bookkeeping job you are doing this on prior period data so the recurring job functionality to use 'period' is not useful as it creates the workflow job a week in advance.5 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.
6 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.3 votes -
XPM - SMSF fields in report builder
Xero don't currently have specific SMSF fields available to report on in the Report Builder.
This would be great if made available in the future.
4 votes -
Practice Manager - Show tax payment notices in client's Dashboard
In XPM, if we want to look at what tax payment notices we’ve sent to a client, we can’t see this by looking at the individual client’s dashboard. We need to go to the tax menu then search the client. It would be good if we could see it on the individual client’s dashboard as a section in the Tax Returns tab.
1 vote -
Practice Manager - Custom fields that allow document uploading
Create custom fields that allow document uploading.
2 votes -
Practice Manager - Housekeeping (Assisted PII data removal for archived clients)
From what I understand is common in a lot of firms is when a client leaves/dies/etc their client profile is archived in XPM and the data persists into infinity.
Given the latest high profile data breaches is would be good if XPM had a Housekeeping module where firms could identify archived clients where the attached Personally Identifiable Information (In particular TFN, Bank account, phone/mobile and addresses) is no longer needed and permanently remove it in a structured process.
A similar process may need to be created for the forms that we generate from XPM so they they are permanently removed…
4 votes -
XPM - Report of Clients who DON'T have a certain Job Template
Reporting on XPM - I need to run a report from XPM that shows me ALL our clients who haven't had a job booked in yet showing the name "2023" so I can then chase them for checklists.
I can't see how to run a report that shows this. I really don't want to have to run multiple reports and compare things off - with over 1200 clients this takes an awful long time.
There has to be a simpler way.
3 votes -
Practice Manger - revert back to the old staff format
Please revert the staff page back to the old format.
What used to be able to be accessed all on one page, you now have to click through on to 10 different pages to access the same information, and then this involves scrolling through so much wasted "white space" as well.
Why are you insisting on pushing through with these changes to your programs which actually make more work for the people that use them.
And the consistent change to spread everything out so that you constantly have to scroll and scroll and scoll - why. Your need for so…
3 votes -
XPM - Export Estimated Billing Details and WIP via API
Can you please allow Estimated Billing dollar amounts and WIP data to be accessed by third party approved apps.
We have FYI Docs connected and they integrate with Xero Job Manager. They can only show WIP on jobs as time amounts not dollar values. Seeing actual WIP in hours is pretty much useless.
This is critical for our practice as we use FYI Docs Job Manager. We currently have to also have a excel document running along side it that needs manual updating so we can view Estimated Billable amounts on jobs compared to the budget.
5 votes -
XPM: Add 'Automatically Retrieve from ATO' field to Report Builder
Please make the field "Automatically Retrieve from ATO" available to select in Report Builder to be able to create and run reports with this field in it.
22 votes -
XPM - Ability to report on all fields
Ability to report on all fields in XPM. Example, Fee from Refund. Odd to have fields available that no way can be used in any reports or export of data.
1 vote -
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.
13 votes -
Practice Manager | Xero Tax (AU) - Link Tax Return to a job once it's been created
Currently there is no option as was advised by your Support Team. This will help keep most Tax Returns & Activity Statements linked to the correct jobs irrespective of how & when they are created.
48 votes -
XPM - Add active status to staff list
Please indicate on the attached page which staff are currently working. This would help with seasonal practices to turn on and off staff without having to open each record.
1 vote -
Practice Manager - Move jobs within a client
Ability to move active jobs within a client so that when the automatic retrieval from ATO (+New Return, +New AS, +New CURNN) goes to the top job on the list. At the moment it automatically goes to the last job created. This wont necessarily be the job you want the automatic retrieval to go against. Should be able to sort the active jobs so that this can happen. We currently have to go into the automatic BAS created, delete it, open the correct job and create a new BAS from there.
1 vote -
Practice Manager - Change the issue date for invoices
It would be great to have the ability to change the issue date for draft invoices created in Practice Manager. The only way to do this is to delete the invoice and re-create it which can be very time consuming. The Due date can stay as the company's default, and update according to the new issue date.
1 vote -
Job Manager: Repeating Tasks
Would be very helpful to have repeating tasks within a job. For example, if doing work for a client over the financial year there are a list of tasks every month. There is no effective solution when there are different staff assigned to different task within the client job. Repeating tasks with staff assigned for the year would allow you to keep track of what has been done & what still needs to be done for each month. (Monthly checklist for July, Aug, Sept,...)
Currently the only solution is to have a set of tasks and un-tick these each month.…
3 votes
- Don't see your idea?