356 results found
-
Practice Manager | Staff - Report/list of charge out rates
I would like to able to produce a list of staff and what their charge out rates are instead of going into each person individually.
19 votes -
XPM - Importing costs which are marked non - billable
Hi it would be good if we could import some costs into XPM which are marked as Not billable (eg xero costs) so when doing the invoicing we don't have to untick all the boxes.
1 vote -
Practice Manager | Client - Ability to create recurring job
The ability to view/ create Reoccurring jobs within the individual Client. at the moment its a very different setup to create Reoccurring jobs.
Additionally the ability to convert a single job to a reoccurring job. Will make creating jobs much easier.13 votes -
Xero Practice Manager - Add copy button next to client details (TFN, ABN, etc)
ADD copy buttons next to TFN, ABN, TFN in xpm client details page.
allowing copy with no spacing.9 votes -
1 vote
-
Practice Manager | Timesheet - Manage job status
It would be a great help if we could update status for a job as and when the timesheet is done.
At the moment we go to each job and update the status at the end of the day. In my opinion this would save lot my time hovering around.
I have attached a screenshot in pdf to better explain.63 votes -
Practice manager - Add start and finish times in timesheets
Being able to complete timesheet using start and finish times as an option rather than just the option of filling out in hours/minutes spent on a job. This assists in tracking time throughout the day
6 votes -
XPM - Search function for paid amounts
Can a search function in XPM be added to search for amounts that have been paid by clients from the Business Invoices program?
2 votes -
Practice Manager - Notes for each Client
I believe it would be very beneficial if there was an option to have an overall notes section for each column, and not just only a notes section for each specific return / activity statement. Rather this notes option would just be for the client as a whole, so the impotant notes could be stored here. It is easier to record previous discussions that may have been made about the client and their specific situations. This will make it much more accessible to see the whole history of the client with just one click.
2 votes -
XPM Timesheets - Represent timesheet entries as blocks on a calendar
Timesheet view and function similar to outlook calendar. Where it shows your timesheet entries like meetings on your calendar.
- It would be quick and easy to identify gaps you are missing
- Being able to drag them to extend or reduce entries
- Being able to copy and paste an entry. Make for faster input.
6 votes -
XPM Timesheets - Timesheet templates
Xero Practice Manager Timesheet upload. We have staff that complete the same administrative tasks each day every week for up to 50 clients a day. Entering these times in XPM is extremely time consuming and the time spent rarely changes. It would be extremely useful to be able to import a timesheet template with set clients/tasks/times. Then they only have to make modifications to timesheets. This would reduce time entry burden by two or three hours per week.
7 votes -
XPM - Ability to raise final invoice
Currently only able to raise progress job invoice in client. abilitiy to raise both progress and final invoice would be better than having to go to invoicing to raise final invoice.
2 votes -
XPM - Add customisable productivity reports
Productivity Reports
I am using report builder to create a productivity report for my staff. What i would like to show on the report is:
Capcity reducing time + billable time + non-billable time = total time for week
I would then like a productivity percentage calculated as billable time / (billable + non-billable).
I would also like this report to have a YTD actual column and YTD budget column so that on one report I can see how productivity as been for the most recent week but also YTD on the on the report.
This will then tell me…
1 vote -
Reports - Show/hide the Report Builder (header) when printing to PDF
Report builder offers the ability to print PDF reports which is great but if needing to use these for external purposes, e.g. a timesheet detail report to supplement an invoice, the criteria/header portion currently has to be printed also. It would be great to have an option to show/hide the criteria/header when printing to PDF.
3 votes -
Practice Manager - add Job Manager and Partner fields to the Invoice Report
In the XPM report builder, when a firm is working as a team based client and each team composed of several staff. It would be beneficial to have the option to include additional fields of the job manager and partner in the invoice report. Currently, we are only able to select the manager and partner at the client level.
If this feature were added, it would enable the accurate generation of reports for each staff member who completes a job and track better if each staff has a KPI of a particular budget that he/she needs to reach each month.
5 votes -
XPM - Job No. Sequence Update after import of .csv file
Currently, when jobs are imported using a .csv file, the job number sequence is not updated and this has to be manually update it once the jobs have been imported.
As jobs will need to be imported in manageable batches, there is room for errors to occur if the job number sequence does not automatically update.
Can this be something that is looked into this coming year?
You will need to manually update it once you've imported all your jobs.
1 vote -
Practice Manager - Timestamps for Job status change
Job statuses. Is there a way that when a job moves from one status to the next, it automatically timestamps these movements. It's time consuming having to add a note of these changes.
1 vote -
XPM - Merge clients
It would be helpful to merge clients in XPM where two accounts have been created (different names) and tax returns filed under each one. For example a client entered under their maiden name and married name who have filed tax returns. In our case a duplicate was accidently created when doing the return and we have no way to now shift the tax return to the correct and active client account in XPM.
7 votes -
XPM - Add a new Client Information link
Requesting a feature that auto-populates client info in XPM via a secure link that we can send to the client, allowing admin team approval, enhancing privacy for sensitive data like TFNs, and reducing form completion errors
2 votes -
NZ Tax - Include Tax Return Status in the Filters on the Tax Payments Screen
Include Tax Return Status in the Filters on the Tax Payments Screen.
This would mean we can bulk select $0 payments to ignore.2 votes
- Don't see your idea?