475 results found
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Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"
The current sync of "clients" from XPM to "contacts" of the practice Xero Blue file only updates when an invoice is sent across.
Surely this could be made into an immediate sync, or at the very least an overnight sync?
Given XPM doesn't integrate with a whole lot of software and doesn't integrate with Zapier, many add-ons practices use are linked with the Xero Blue file and require that data to be accurate. Debtor collection software for example, marketing software, etc, all require contact details to be accurate, and if clients change details, there can be a large delay before…
113 votesAppreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
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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)
8 votes -
leads - Existing activities to auto allocate to owner
When we set up a new lead and allocate it to an owner, the activities should auto allocate to the owner, instead it is setting to the responsibility of the admin person setting up the lead resulting in additional time taken to reallocate each of the the activities causing unnessary time consumption
4 votes -
XPM - Include task start and due dates in job imports.
As XPM integrates with FYI workflow, and you can toggle between viewing a workflow by jobs or by task, it would be a massive help if when importing annual compliance job templates with pre-defined tasks, you can define the task start and due date as part of the import and not have to individually go through and update these once the jobs have deployed.
4 votes -
XPM | Files - Integrate shared google drives with XPM
Right now it's not possible to connect XPM to a google drive other than 'My Drive' for a Google Drive user. We hold all our client data on a separate Google workspace drive that is shared within the company and want to connect this client drive, so that tasks and clients on XPM can be linked to client folders or documents in the shared client google drive.
Its not feasible to move those client folders from the shared drive to 'My Drive' in order to access these on Xero practice Manager, and instead we have to paste long link addresses…
4 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.
5 votes -
Practice Manager - Send an email to multiple job numbers
When sending an email to a client and cc @practicemanagerfiles.com it would be good if you could send to multiple job numbers.
1 vote -
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 CTR19 votes -
Disbursements - Allow disbursements payments to be processed against clients accounts
Ability to allocate disbursements against a client - rather than a job.
Where small costs (postage/courier, ASIC fees, software fees) are paid on behalf of a client, we shouldn't have to set-up a job just for these minor items - which will then sit as an open job for months until we bill the client next.
6 votes -
Xero Tax(AU) - Edit cover letter
Hopefully there will be an editable field / automatic tick box in the Cover Letter for the Tax Returns where the Trustee for the Trust is a Company (Corporate Trustee) where we can put the name/s of the client in the Salutation and not the Corporate Trustee. Our tax returns would show "Dear Company Name" which sounds / looks wrong instead of "Dear Individual Name"
23 votes -
XPM | AU Tax - Automatically email lodgment confirmation to clients
I'd love to have the ability to get XPM to email clients once their returns are lodged to confirmed it has been done. So many clients ask for confirmation and emailing each one takes time, a simple email from xero would be great.
44 votes -
XPM - Apply Access Restrictions to Client tab
Similar to ability to restrict access to Xero Tax, its critical if we can have the ability to restrict access to certain client details. Currently you can search for any client details and there is no way to restrict access to this information. This functionality would be extra help for partners & staff members who are also clients of the firm.
41 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.
7 votes -
Practice Manager - Bulk Data Updates
It would be great if we could bulk update data (default fields and custom fields) and have options on how we want to update the data.
For example, if we want to update the 'Manager' field, we could choose to base this on the group or client, and:
- Update all groups/clients to John; or
- Update all groups/clients that are currently Sam to John, and have a check box to untick any groups/clients that are to be excluded; or
- Update by manual selection - tick/untick the groups/clients that require the update.We recently created a new custom field…
42 votes -
XPM - Add an Account Manager column to the client list
Can we please customise client page on XPM to add a column for the Account Manager. We currently see the Client NAME, PH NUMBER, and ADDRESS. Can we please add Account Manager to the page?
It would cut out a lot time when processing morning mail or directing phone calls from clients as this would mean we don't have to open the client file to see who they belong to.3 votes -
Practice Manager - Managed Fund Distribution Worksheet & Income Averaging
When there is a Managed Fund distribution on the prefill, the distribution is automatically entered into the Managed fund distribution worksheet. If there is no figure, it pulls through a $0.00 which leads to a $0.00 at the primary producer label L. This then automatically triggers the income averaging to which you manually have to OPT out of. Please fix this issue.
13 votes -
Reporting - Financial Statement / Mapping Report
Will there be something developed (in the works) on sharing the mapping report with clients, so they know which codes are lumped together in the P&L and Balance Sheet? This seems to be a common inefficiency where they ask the question and we have to break down each code and manually provide the info, as they don't have access to our reporting templates / edit layout function. Suggest a mapping report breaking key accounts codes down in the P&L and Balance Sheet of the financial statements i.e. a report that would be included with your financial statements to show the…
5 votes -
Practice Manager | Report - Client Search
the function to search for clients needs to be easier (similar to the search function) when you are trying to run reports in XPM. It is tiring to go through 3,000 clients on a list to select the one I want to view as the function to run reports only allows me to type the first initial.
It takes us almost 5-6mins to run a simple report21 votes -
XPM - Branch / Department Feature
We wish we could use different sequence numbers for each branch and each department in one organisation.
35 votes -
Ability to convert an Adhoc job to a normal job
In the new job manager Adhoc jobs no longer appear in the all jobs list.
As part of our Adhoc time review we would turn an Adhoc job into a regular job by changing the name, adding a budget, updating date etc. We have just done this for 50 jobs but they don't appear in the all jobs list.
There needs to be a way to turn an adhoc job into a regular job. Creating a new job and moving time is an unnecessary step when an adhoc job appearance doesn't look any different to a regular job.
This is…
4 votes
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