356 results found
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Practice Manager | Client - Auto archive prospect if lead is 'lost'
If a lead has been lost, can that automatically remove the 'prospects' in XPM, or do I have to go and archive them individually?
1 vote -
AU Tax - Affiliate scheme for non-BAS / tax agents
Ability to become an affiliate if not a BAS agent or tax agent.
I am a chartered accountant with a finance coaching and Virtual CFO company but I am not a BAS or tax agent. I use Xero, train clients on Xero and recommend Xero to all of my clients and would recommend there was an affiliate scheme without having to be a BAS or tax agent.1 voteHi Lucy, to make sure I understand your idea here. When you say an affiliate would that be an affiliate to make use of AU Tax as a product or more broadly the Partner Program that Xero has for Practice users ?
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Practice Manager | Invoicing - Sync Location and Staff Tracking to Xero
Have the ability for each user to assign their location and name against invoices in XPM to automatically track across to Xero Blue.
Currently has per job / task the function to track this but it only allows 1 selection for each.
The staff have been creating invoices in XPM then have to go into Xero blue to assign the location and staff.
1 vote -
Practice Manager - Incorporate My Xero
Please incorporate myxero into practice manager. at the moment there are MyXero, XeroHQ, XPM and XeroBlue all have different but similar settings, which makes thing very confusing.
1 vote -
Practice Manager | Add Keyboard shortcut
Keyboard shortcuts in Xero Practice Manager
Currently only have a shortcut for search (forward slash) in XPM, would like more shortcuts (like there are in Blue Xero) - eg:
Dashboard / Clients / Jobs / Tax / Business / Reports tabs.3 votes -
Practice Manager - Email Template for sending invoices
We would like to have the option to set up a template for emailing out our invoices from XPM. At the moment we are having to manually type the email.
4 votes -
Xero Practice Manager NZ: Update client relationship report to include [client relationship] tax number and DOB please
Now that the Trust requirements have changed, is it possible to update the Client Relationships report. Accountants now have to provide the DOB and IRD numbers for the Trustees, Settlors and Beneficiaries. Currently, if I add the [client] tax number field and the [client] Date of Birth field, I get these fields for the original trust only, I need to get the [client relationship] tax number and DOB please.
2 votes -
XPM | Job Manager - Ability to add to due date options
It would be able to add test to due date drop down. Such as "due on settlement".
1 vote -
XPM | AU Tax: Tax Return Reports include Industry Codes
XPM Reports - Tax Return
Create/ generate a single Tax Return Report on industry codes which includes: SMSF, Individuals, Sole Traders, Partnerships, Trusts etc.Currently we can only create separate reports for:
- Individuals and Sole Traders
- Companies2 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.
7 votes -
XPM: Add weekends to time summary report
Time Summary to have the ability to add weekends
1 vote -
Automatically update the amount in the upper corner when editing a bill
I often have a draft bill for recurring expenses that I need to edit. When I update the amounts, it updates the total on the bottom, but it doesn't update the amount in the upper right corner (why not?), so I have to edit that as well. This creates another keystroke and mouse move that is annoying. What is the purpose of that total remaining the same after I have made the other changes? It should update automatically.
4 votes -
Xero Practice Manager - Create recurring job from existing task
Able to create recurring tasks from an existing task.
Purpose: It’s easier to just create a recurring job from an existing job, rather than creating a new job.
32 votes -
NZ Tax - Add Deemed Settlor and Power of Attorney relationships
With the change in the NZ tax legislation it would be great if we could have a "deemed settlor" as a relationship which can be different to the settlor as recorded in the trust deed
Also would there be any way to include a relationship for the power of attorney - a number of clients have these and it is handy to be able to actually set them as a relationship instead of just as a contact
1 vote -
XPM - Separate set of state for different jobs
Improving XPM Workflow Capabilites with Seperate & Specific Job States & Automation Triggers
Seperate set of state for different job templates/workflows. XPM currently only has one set of job states. there should be the ability to have multiple for different jobs. These states should also be able to be transferred into a kanban board view and when the job state is changed either by drag & drop or dropdown certain automated actions should be triggered such as automated emails or deploying client or internal forms to be completed etc. At the moment the XPM's workflow capabiliteis are extremely limited.
3 votes -
XPM - Able to enter leave by selecting a start and end date
In Xero Practice Manager's dashboard be able to enter leave by selecting a start and end date. So we do not have to enter each day one at a time, especially when you have long service leave to enter! This is extremely time consuming and irksome.
5 votes -
XPM - Ability to have a drop down box for client's preferred pronouns
Can we pretty please have a new drop down box in the general client information area where we can enter a client's preferred pronouns?
2 votes -
XPM - Ability to change to-do list
Many of the to-do items under tasks aren't useful or applicable to us. We would love the ability to add meaningful to-do items to our tasks as a default, not on a job by job basis.
3 votes -
XPM: Include note title in new note notification
Using notifications are a great way to communicate on a job and keeping the history of the same. One frustration I have is when a new note is created I get a notification to tell me a new note has been added but I do not know what the subject of the new notification is from my on screen notification. This can be a problem as some notifications take only a few moments of my time whilst others require me to set aside a substantial amount of time, but I cant tell which it is from the on screen notification.…
1 vote -
Practice Manager - Filter jobs by clients whose files are ready to prepare
The ability to filter whether a client has coded their file to a certain date. Filter through XPM list of jobs (eg BAS) by clients who’s file is ready to prepare.
4 votes
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