429 results found
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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 -
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 -
Xero Tax (NZ) | Include [Payment] Payment Since Approved [START] field in Tax Payment letters awaiting approval report
TAX - Payment letters awaiting approval report in XPM to include [Payment] Payment Since Approved [START] field
1 voteHi Debbie, the 'waiting approval' report only contains unapproved letters. And the field you've references would only contain payments 'since approval' so even if included, would always be 0.00.
Could you share a little detail of any underlying pain point you're looking for this idea to help you solve? It'd help in sharing back with the team and considering how this could be tackled. Thanks!
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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 -
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 -
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 -
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 -
Clients - Add "Other Name" as a viewable column
Regarding the newly added "Other Name" for individuals and sole traders the following:
Please add this field as a column on the screen that lists all the clients.
The reason why we are urgently asking for this is that we only use Initials + Last Names in the display name (as this works better on reports and invoices) and we have multiple individuals with the same last name (even with the same initials). If the "other name" is shown on this screen, it would make it so much easier to select the correct client to work with.
Please see the…1 vote -
Practice Manager | My reports - Open report in report designer
When running a report from My Reports it opens first on the Report Designer page allowing you to check/change the parameters, rather than having to revert to the Report Builder and Custom Reports to do so.
1 vote -
Xero Practice Manager: Generate daily productivity breakdown
Timesheet. Be great if you could see a visual (graph) of your daily timesheet rather than just the time 24 hr posted list. Then you could get a visual of how long and for what hours you spent on each job, eg 8am to 9am job A, 9am to 11am job B, how long you didnt work eg lunch and it would be heaps easier to see if you had made any errors in submission of time. Even though there is the time summary graph which shows hours worked, it doesn't help troubleshoot if you think your time not correct…
1 vote -
Practice Manager | Search - Ability to Create job
To make it easier to create jobs in XPM it would be useful to have a link to create a new job once you have unsuccessfully searched to see if there is a job already set up for the client. At present you have to log out of job search then create a new job, which involves finding the client name again.
6 votes -
XPM / Xero Tax - Ability to type the date instead of the date picker
To allow users to type the date in XPM.
Purpose: Because it is easier to type the date instead of the date picker.
24 votes -
Practice Manager | Single Place to enter Time (Ad hoc or job)
Suggestion to have the ability to enter 'Ad Hoc' time in the same place you enter time for jobs - i.e. in the Timesheets screen, rather than going through the 'Global Search' screen.
You would select a client first, then select Ad Hoc Time or a job (if an active one exists).
Also, when selecting a client, it would also be handy to be able to start typing a few letters from anywhere within the client name, rather than having to type the first letter or scroll down using the picklist.
5 votes
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