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471 results found

  1. 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

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  2. 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

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  3. 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

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  4. 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

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  5. 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

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  6. It would be able to add test to due date drop down. Such as "due on settlement".

    1 vote

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  7. TAX - Payment letters awaiting approval report in XPM to include [Payment] Payment Since Approved [START] field

    1 vote

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    Hi 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!

  8. 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
    - Companies

    2 votes

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  9. Time Summary to have the ability to add weekends

    1 vote

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  10. To allow users to type the date in XPM.

    Purpose: Because it is easier to type the date instead of the date picker.

    26 votes

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  11. 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

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  12. XPM Graphs - please add a dashboard for managers to see the graphs similar to the one presented to each user for all the people they manage

    4 votes

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  13. 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

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  14. 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

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  15. 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

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  16. 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

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  17. 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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  18. 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

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  19. 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

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  20. 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

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