387 results found
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Practice manager - XPM to Xero contact fields
Have logged this support query, which I also raised a number of years ago and cannot believe how this has not been fixed. Answer from support below:
In XPM there is no first and last name field for contacts, rather it is just one box for the Name field. While in Xero there are two fields to put a contacts first and last name separately.
So when a contact on a client syncs from XPM into Xero it is placed into the Last Name field as it recognises the name as one field. Currently, the only way to resolve this…
6 votes -
AU Tax | Company Return - Pull Client ABN, ARBN Field
When doing a CTR for a client that has an ARBN. There is no ARBN field to enter this detail for our client.
Can you please create a ARBN field and for this to pull from the clients details onto the CTR - as per the attached screenshot of the CTR16 votes -
XPM - Link client postal & physical address
Create ability to set the Postal Address the same as Physical Address without having to enter twice.
3 votes -
Practice Manager - Search/filter WIP dashboard by billing client
We can search by client. We can search by group (if using group='name'), but we can't search or filter by billing clients. This would be handy to see this option in the WIP menu so all related jobs to that billing client are presented for drafting invoices. Currently the only means to achieve this is via the Business>Invoice menu but the job and WIP display is not as ideal or helpful.
6 votes -
Billable Expenses - Feature to flow through to XPM Clients
It would be great if there was a link between the billable expenses in Xero and XPM that would allow for billable expenses assigned to a client to be created as a cost in XPM. We currently add these manually as a cost on the job.
4 votes -
XPM - Add 'Archive' option to Staff permissions
In XPM the client access options under staff permissions includes View, Edit, Create and Delete. Please also add Archive as an option.
3 votes -
User permissions - Restrict view for users
People who enter invoices and bills but can't access banks should be able to have permission to see AR and AP reports even if they are not permitted to see other reports
3 votes -
AU Tax - Report to show ATO due date and suspended date
Could you please add the field “[Tax Return] Suspended Until” to the fields available when you write an “Income Tax Client – ITCRPT” report.
This would allow a report of all clients we are ATO Agent for showing their tax return due date, status and suspended until date all on one report.
4 votes -
XPM - Ability to add timesheet narrations to a billing narration from the “clock” window.
In XPM, have the ability to add timesheet narrations to a Billing narration from the “clock” window.
1 vote -
XPM - Report on Fee from Refund Field
Enable reporting / export for the 'Fee from Refund' field under Tax under the Tax and Company section in clients.
The other fields in the ax and Company section are available in the Client & Contact Report Builder, however this field is overlooked. I understand that there is a 3rd party request to have this field included in the Client API.
3 votes -
Payroll - Stop access to payslips until the date of the pay run
In Xero payroll, when pay runs are posted before the pay date there needs to be a delay in the employees accessing payslips
1 vote -
XPM - Notes & Fonts option on Recurring jobs
Would be great to have a notes section under "description" in recurring jobs in XPM as well as the ability to change font type,size & colour
2 votes -
Xero Tax - Notify if client's Bank Account details are missing before filing
A section in Tax on XPM it notifies you that an ITR doesn't have bank account details entered before filing.
This will help solve the issue of filing tax returns with missing client bank accounts for refunds.1 vote -
XPM - Filter deleted clients
It would be good to filter deleted clients like we can for archived clients on XPM custom reports. At the moment they display on the Income Tax report that compares clients with the ATO list and there is no way to filter them out. It makes finding clients who have dropped off the ATO list difficult.
5 votes -
XPM - SMSF fields in report builder
Xero don't currently have specific SMSF fields available to report on in the Report Builder.
This would be great if made available in the future.
4 votes -
Practice Manager - Show tax payment notices in client's Dashboard
In XPM, if we want to look at what tax payment notices we’ve sent to a client, we can’t see this by looking at the individual client’s dashboard. We need to go to the tax menu then search the client. It would be good if we could see it on the individual client’s dashboard as a section in the Tax Returns tab.
1 vote -
Practice Manager - Custom fields that allow document uploading
Create custom fields that allow document uploading.
2 votes -
Practice manager | Clients - History (new clients and amendments)
Currently is it not possible to generate an exception report showing new clients added during the previous month, quarter or year. This is an important piece of reporting for CRM purposes. Similarly, it would be nice to generate an exception report showing client changes with appropriate attribute filters.
40 votes -
Practice Manager | Invoicing - Default to Fixed Price
An option to automatically have all invoices on 'fixed price' for pricing mode on Xero Practice Manager instead of 'Calculation Price'
6 votes -
Multi-currency - Remove currency
Remove a currecy added in error and never used, which makes reports more complicated than need be (Source AND GBP in every Transaction report, implying we are multicurrency when we never have been)
6 votes
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