438 results found
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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.
23 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 - 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.8 votes -
XPM - Users to view their own timesheets under Business Menu without having visibility of other users
Request ability for individual users to view their own time recorded under Business Menu without having visibility of all other practice users. There are custom reports you can build to report on time recording but the problem is you can't easily see the total time recorded per day for each staff member for the previous or current week, to check for any gaps. It's not ideal for monitoring time recording, whereas the view under Timesheets in the Business menu is much easier to see at a glance if any days are blank or short in time. However, it is not…
3 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 -
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 - 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 -
Practice Manager - Convert a client to a contact, and vice-versa
We would like the option to convert a Client to a Contact in XPM and visa versa. This would allow us to quickly update relationships.
3 votes -
XPM - Import summary of earnings name from IRD in lower case format
Currently when XPM gets the Summary of Earnings information from IRD and imports this into the XPM tax return, this imports all the names of where they have earned income from in CAPITAL LETTERS. This isn't very friendly to the eye and we will often go in and rename each of these imported lines so they look nicer.
Or if these aren't edited, but other data is added e.g. business income, then the format won't match.
All caps is very ugly!It would be great if XPM would import automatically with first letter in capital letter and the rest in…
1 vote -
XPM - Assurance Dashboard and User Activity
Assurance dashboard and user activity in XPM.
I need to know data security of my clients on my database in XPM if details have been archived , moved or altered in ANY way I need to know who it was that was in the file.
4 votes -
Xero Practice Manager - Pre warning of product Updates
Is it possible to have a "heads up" on what changes are being planned.
For example, the procedure for client deletions has just been changed so that a client with IRD Number/Tax Return cannot be deleted, with no notification to us as users that the change was being contemplated, let alone actually happened.
This then leaves us asking for the change to be undone.
If been advised beforehand, could have suggested options which be suitable to all parties and mean that reprogramming is not required.6 votes -
XPM - move timesheet entries between tasks/jobs from within a draft invoice.
It would be great to be able to move timesheet entries between tasks/jobs from within a draft invoice.
Currently if an employee has allocated time to incorrect job or task, it appears the only way to correct this is to delete the invoice, open the job, move the timesheet entry and then create a new draft invoice.
Thank you
11 votes -
XPM - Job Manager - Add Work In Progress column
This will allow us to see unbilled WIP for a job all in one spot, instead of having to go to a different screen or run a separate report.
3 votes -
XPM - Additional filters on standard reports
XPM Standard reports - we need more filters added here for example ability to select partner/manager instead of running the full list. even being able to filter by job category would help on all standard reports.
1 vote -
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.
15 votes -
Advisors - Decrease points to qualify for Advisor Directory
Xero advisors in the US are climbing an uphill battle since Xero is not well known, I would love it if I could get on the advisor directory with less points. I cant get Xero clients without the directory but I cant get the directory without Xero clients. Its a catch 22
1 vote -
Practice Manager - Ability to archive deregistered clients in group profiles
We have an abundance of deregistered clients/entities in our client list. We would like the option of archiving these clients, but if they are still linked through the group, then they still show up under the group profile - but maybe in a separate section, so the group profile could list current clients and archived clients.
Ideally, we want to archive them because they aren't an existing client anymore, however, we would still like them to be visible/searchable with the client data, so we can see their historical entities and for other reasons.
Note, this would also work well with…
8 votes -
Job WIP Balances Report - Criteria Search
I would like to be able to have a selection of criteria for the standard Job WIP Balances Report that allows me to produce that report by certain fields in the report ie Name, State. Also by adding the following criteria would also save me a lot of time exporting and trying to sort by:
1. Client Group; or
2. Manager.3 votes -
XPM - Option to rename and/or disable unwanted "Business Structure" types
There is currently no functionality to either re-name or disable the standard business structure types provided in XPM. For example "Not for Profit" is technically an entity classification - a NFP classification could apply to a Private Company, a Public Company or an Incorporated Association to name a few examples. We have used custom fields to profile these types of classifications separately. Currently, we have to manually review business structure profiles & update these where types outside our guidelines have been applied. It would save a great deal of hassle if unwanted types could be re-configured or disabled at practice…
4 votes
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