447 results found
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Practice Manager | GST period - More filters
I would like to be able to create a report of clients whose GST filing is due but there are not enough fields to filter them out. We can select 2 monthly but not select whether they are '2 monthly odd' or '2 monthly even' and we can select 6 monthly but not choose which 2 months of the yer their returns are due. It would be great if we didnt have to enter the same info twice by creating a custom field.
2 votes -
Practice - Ability to anonymize Staff login
My firm works with additional bookkeepers, and we do not want to have their business or personal emails displayed in our clients files.
Ideally, they would be behind the scenes and would just show our practice as connected.
Next best would be showing first name or first and last name, but no email address.
We can assign them an email address from our firm for a more professional appearance, but often their certifications follow their own business/personal email addresses.
3 votes -
XPM - Job financial summary
XPM job financial summary is available from the job screen and financial tab, under "print financial summary". As currently prepared the financial summary does not report actual invoices and total amount invoiced, in addition the report does not include the profitability measures for rate per hour and recovery percentage. This would be useful to have these calculated and presented at the top of the report.
5 votes -
Invoices: Manually export invoice to Xero after an export fail
The 'export invoice to Xero' manual option should be available to staff that have approve invoice permissions. When we have a 'Xero export failed' message and staff correct the error, they need to be able to push this across manually to Xero blue without requesting it from an administrator.
23 votes -
User Roles - Access to timesheets for managers in XPM
We need to improve permissions on XPM, I want to provide permission to my managers to their staff members timesheets. The only way I can do this is to give them access is by giving them Access Financial data which really is too high for what we require.
Only other way is to provide them with a report weekly...8 votes -
customise All Clients view
It would be very useful to be able to customise All Clients view with your own selection of criteria, not just name, phone number and address. Being able to see the client manager would be beneficial. To be able to select your own choice of fields would be ideal.
2 votes -
XPM - Select Multiple Jobs to bulk change the job status
Could there be an extra column where you can tick multiple jobs so that the job status can be updated. Not only one job at a time.
41 votesHi everyone, thanks for your appetite and sharing interest in the idea here. Our teams have been working on development of the Job Manager table and we'll soon release the ability to make bulk actions, including being able to update the job state of multiple jobs at once. We'll move this idea across to working on it, and I'll let you know when it's here!
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XPM - Today option in timesheets
In the timesheets window, a button which takes you back to todays timesheet.
I often have to scroll back, and prepare prior period timesheets, and so it would be handy to have a "today" button, which will automatically return you to the current days timesheet - rather than having to scroll forward (similar to handisoft practice manager).
6 votes -
ATOmate Fee For Service
It would be great if you can automate the ticking in of this 'ATOmate Fee For Service' (under client details) whenever 'Deduct fee from refund' is selected on the tax return currently in process. And if in the next financial year's tax return it is no longer fee from refund, 'ATOmate Fee For Service' will automatically be unticked.
1 vote -
Practice Manager - Reassign invoice to a different client or job
Ability to bulk re-allocate invoices to different jobs and or clients.
It would be great if you could easily re-allocate an invoice (or a cost / timesheet entry) to a different client or job. I have had cases where a clients name/entity type has changed and the recurring invoices have not been posted against the correct client in XPM (old client not new client, even though the invoice is issued under the new name in Xero). Or a client wants to be billed under different entities in a group but there is only one job so i would have to…3 votes -
Bank Reconciliation: Search for transactions across all accounts
Can we have the ability to search for a transaction , by amount , payee or description across all bank accounts. Rather than having to go into each bank account and sort dates etc and than search. Having the option to choose all bank accounts, rather than an individual bank account would be awesome.
216 votesHi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
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XPM | Activity statement - Resend original email
I’ve noticed that when re-sending an Activity Statement from Xero Practice Manager (XPM), it doesn’t resend the original email but instead generates a new one. This can cause confusion for our clients.
Is there a way to adjust the settings or implement a fix or at least give us the option so that the original email is re-sent rather than creating a new one?
2 votes -
XPM - Jobs ordered by state on Job Manager
Would be great on the Jobs panel when sorting jobs by the "State" field that they were sorted by the order of the different states (1 Planned, 2 Job received, 3 In Progress etc.), rather than alphabetically (1. In progress, 2. Job Received. 3. Ready for review) as it makes no sense having jobs listed all out of order as to their actual progress in the workflow chain.
2 votes -
XPM - Hide job state for certain staff
The ability to hide a Job State (eg Completed) from the quick edit selection and within editing a job, from select users would be great.
Eliminating the possibility for a user to incorrectly move an open job to a state that should only be closed by the Admin Team.2 votes -
XPM - Add a Budget column under Group
Hi There,
We are wanting to add a new column under the family group view in XPM to show the budget against the open jobs. Making it easier to see what budget has been allocated again each job to make it easier for billing.
Thanks,
Annalise2 votes -
Practice Manager | Add URL parameter for Job Code
Add the ability to reference a job via the url e.g. https://app.practicemanager.xero.com/job/jobview.aspx?id=J012480 where J012480 is the Job Code in XPM.
Good for reporting and referencing from external sources2 votes -
bank rec
Would be helpful if it showed a running total for the bank on the bank rec just to check the bank is correct
2 votesHi Ifan, when you say running total of the bank in bank rec can you share a bit more of how you would use this when reconciling? Currently from the Reconcile screen of a bank account there is the Balance in Xero shown at the top that updates as you reconcile.
Alternatively, the Account Transactions could be helpful for you here which will show the running balance of the accounts selected.
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Practice Manager - Invoicing for multiple practices
Invoice Clients from Xero Practice Manager for two Practices but only one has a Xero Subscription.
2 votes -
Practice Manager - Ability to merge contacts (not clients)
Merge contacts (not clients) in XPM? I seem to have lots of duplicates but I don't want to just delete the ones with no jobs/invoices attached to them incase they are linked elsewhere. Is there a way to merge them? All the searches I have done only talk abut merging clients.
61 votes -
Practice Manager | Timesheets - Search job by keyword
On the timesheet entry page, allow users to type keywords in the "Job" section and show search results.
At present you have to click the dropdown, which lists all open jobs, and then find the job you are working on.3 votes
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