387 results found
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Practice Manager | Client & Group listing - Show Amount due & WIP balance
It would very helpful to show the "Amount due" and WIP balances on both of the CLIENT and GROUP listing screens.
At the moment these screens shows the telephone number and address which does not help at all. At the very least give us the ability to customize
these columns so that we can "choose" what to see3 votes -
XPM - Send job notification when user added to an existing task
Currently staff members are notified via email if they are added to a new Job Task. Can the notification be be sent when an employee is added to an existing Job Task?
2 votes -
Practice Manager - Rename Partner and Manager client field
Provide the ability to rename the Partner and Manager field. EG change them to Manager and Accountant
2 votes -
Practice Manager | Reports: Update fields to be the same value
When the report is extracted through Report Builder, the value for Title field is always under Uppercase even though it's Proper case when we first select the option on the client section.
This is causing unnecessary extra work for us to fix it manually every time we run the report.
The report should show the same value as how it's entered.
1 vote -
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.4 votes -
XPM - Ability to tag client’s Xero org
Be able to tag clients
Purpose; so we can bulk tag non current clients for archiving and create jobs for the next days individual tax returns.
5 votes -
XPM - Ability to see staff's dashboards
Partners can see/change to all staff's dashboards from within their own dashboard.
Purpose: to monitor poor performing staff in a timely manner
3 votes
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