356 results found
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XPM - Link tasks in XPM and item codes in Xero
It would be great to have tasks within jobs (XPM) link to Xero Blue's item codes so that when importing bulk invoices, they can be allocated to a specific task/item code. This will allow for easy reporting both in XPM/Xero Blue.
Otherwise, it would be great to have an option to allocate a task to invoices in Xero Blue that links back to the relevant task in XPM, similarly to the way the Reference field works for jobs.
1 vote -
US 1099 - Identify Checks and Debit Card activity on bank accounts
Debit card transactions are not needed to be reported on 1099s. When using bank feeds in checking accounts it does not distinguish debit card vs check. I suggest there be a option to identify debit card vs checks so the debit card activity is not automatically added the the 1099 reporting.
4 votes -
Practice Manager - Bulk Completion of Jobs
Bulk Completion of Jobs
Our team mark jobs as ready to invoice. It would be great if the billing team can click next to (select) mutliple jobs and click on a complete button without completing the jobs individually.11 votes -
Practice Manager | Client List - Export with all data
Be able to export ALL client and contact data out of XPM, including tax information.
31 votes -
XPM/Xero Tax - Show Refund/Payable amount in client view/tax return
It would be great to see the tax refund/payable next to the tax return in the client view, tax returns tab, saves opening up the tax form. Would also be good to see the assigned staff member in the jobs tab in client view, saves clicking into job.
3 votes -
Practice Manager | Ability to customize the Dashboard
There could be many possible things to be able to track in there, but I would like to be able to:
Limit the 'states' shown to things I am directly involved with like 'For review' and 'For Invoicing'.
My secretary would want to see states that apply to her like 'to sign'.
Only show 'Priority level' High and Urgent (with the flick of a keystroke)
Possibly allow some of the functionality in the 'jobs' tab or the report builder to be 'saved' in the dashboard screen like mini tables that update real time?
2 votes -
Practice Manager | Clients - Date of death field for client details
Date of death field to add in to client details would be helpful
195 votes -
Practice Manager - Include Archived clients in the Search and API
XPM include archived clients in XERO search / list endpoints. Similarly, to how contacts in the accounting API are handled by passing the includeArchived=true query. This will allow clients from XPM with a status of ARCHIVED to be included in the response.
7 votes -
XPM - Disburse Xero subscriptions to clients
There needs to be way to bulk import client disbursements in XPM. For example, Xero subscription fees.
4 votes -
XPM - Tax return and invoice combined report
XPM Custom Report - Allow field selection & criteria to access client, tax & invoice data. We need to run a report that will check if a tax return was created within a date range and then check if any invoices were created during that same time. Currently we have created a custom report of clients who we have started a tax return for and then we manually have to check if they were invoiced.
1 vote -
Practice Manager - Bulk update jobs via import
Allow importing csv files to update existing jobs in bulk
14 votes -
Practice Manager | Staff Permissions - Security Groups
It would be great to be able to set up Security Groups with permissions set for each group, which is then applied to each staff member by adding the Staff to that Security Group.
This way, if a permission needs to be changed for a group of Staff, it can be done at the security group level rather than having to click into each Staff member and edit their individual permissions - which can create inconsistencies and easily miss settings when dealing with a large number of Staff.
6 votes -
Group details update - sync to other programs
When using the group address update, for example, it does not register as a change to all group entities and thus does not push the change for all entities across to integrated programs (such as Xero and HowNow). It is only the individually changed client that gets updated. Can this be fixed so the group update also registers as an update for the rest of the group entities?
5 votes -
XPM - Insert a merge field/placeholder into Task description
It would be helpful to be able to insert a merge field such as 'Tax Year' into the description of a task. Handy when it comes to preparation of the invoice as not all returns are for the current year.
3 votes -
XPM - Prioritise Job List
In the job list screen, it would be great if you could either customise the "priority" so that jobs appear in the order that you need to complete them or if you could simply move them to the order that you would like to complete them in.
2 votes -
Job Manager - Add ability to filter by Year
Would like to be able to add a new custom column in Job Manager so we can filter by Year or Job Name.
1 voteThanks for your detail and sharing here, Sheree. We have an existing idea for the ability to search Job Name.
It's great to know the interest in the specific details you'd like added so I'll slightly update the title of your idea here for filter by Year. Welcome to add your vote to that other idea too.
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XPM - Report audit trail
Audit trail to see who has created / amended / deleted custom reports. We had a situation where a report was deleted and unable to identify who had inadvertently done this.
3 votes -
XPM - Sample Reports Search
When using the report builder in XPM and going into the samples tab - there is a lot of reports and it can be quite overwhelming. Tags for types of reports / ways to search / filter the list would be a great addition for being able to work out the sample report that would be most beneficial to build out for my needs.
1 vote -
NZ Tax - Audit check to check IRD number
When completing a tax return in XPM, have the audit check feature check the IRD number for hyphens so it's in the correct format. If the number is entered with spaces instead of a hyphens, the audit check lets it pass, and throws an error when submitting.
1 vote -
XPM mobile app - Time tracker
Please can you design an app for XPM to record time on the go. It was such a wonderful feature when integrated with workflow max and would help so much when visiting clients on the go.
6 votes
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