439 results found
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Practice Manager | Client Reporting - 'Date Added' field
A 'Date Added' field would be great, to show when a client was entered into an XPM account.
It would also be good to add this as a client report criteria, so you can filter dates.
18 votes -
Practice Manager | Client - Date of Birth
Just a simple one!
Next to the date of birth in Xero PM, could you do a little thingy so the age calculates and shows there?
I've done my best Canva work in the attached to explain better!
And chose my most favourite clients as an example :)157 votesHi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
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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 -
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.64 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 -
Practice Manager | Add Non-Clients for use in a Relationship
In XPM at the moment a Client is either "Active" or "Archived". The relationships function could be extremely powerful if we have the ability to add a "non client" in order to use them to define a relationship. For example, at the moment we can only add directors to a company where the directors are also clients. For us it means that our relationships are on average only 50% complete as on average only 50% of the related parties are also clients with us.
We do not want to add these instances as full clients with us because it will…
41 votes -
Practice Manager - Highlight/banner for notes
I would love to see an improvement with Xero XPM NOTES.
We seem to leave 2 types of notes.
TYPE 1: is URGENT, we want people within the firm to see it and read it. It would be good if you could select this note to be a banner across the top of the clients screen. Similar to how if the client has a debt it shows at the top. (love that function)
TYPE 2: is just an ordinary note that is sufficient with the current design.
It would also be great if you could share notes across multiple clients…
153 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.
7 votes -
Profit and Loss - Tracking categories in rows and annualised per periods (in columns)
P&L - Tracking categories (cost centres) in rows and analized per periods (in columns) . When I run this report on xero, it shows me in the same column (period and cost centre), the cost centre should be displayed in rows. Really annoying that this option does not work properly as its impossible to analyse anything.
46 votes -
XPM - Default staff checkbox as ticked when allocated to a job
After the recent XPM change where a user can allocate staff to multiple jobs from the Jobs menu, the staff at the Task level are added but the checkbox is not ticked. This means that the staff member can see the job in their timesheet, but not the tasks associated with that job, so cannot book time.
Support have advised they are aware this has changed and do not have a solution to get around this currently, other than manually going into each job and filling the tick box for each staff member for each task. As we create and…
4 votes -
History | Practice Manager - Audit trail for changing/updating the Partner and/or Manager
Hi Team, would be handy to keep an audit trail of when and by who changes to the Partner and Manager Responsibility fields in Xero Green, thanks
8 votes -
XPM - Link client postal & physical address
Create ability to set the Postal Address the same as Physical Address without having to enter twice.
5 votes -
Practice Manager - Re-order multiple jobs on one invoice
Add the ability to change the order in which jobs appear on an invoice when preparing an invoice with multiple jobs.
9 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 -
Practice Manager - Make WIP Ledger Write On Amount available in the API
It would be ideal if the "Write On Amount" fields in WIP Ledger reporting within XPM are made available in the API. We leverage multiple systems that need to tack together a formula to measure write offs using the available fields in the API, or cannot include Write On information, so is often inaccurate.
6 votes -
XPM - Automatic birthday messages for clients
Currently XPM does not send automatic birthday messages to clients. It is a very manual process.
It would be great if birthday messages are sent automatically out of XPM.6 votes -
Practice Manager - Bulk update ITR due dates within tax return
Practice Manager - Bulk update ITR due dates within tax return
If we request the income tax client report through Xero, the due dates update in the client detail level, but not in the tax return if they have already been created.
Being able to bulk update the due dates within the tax return, especially when deferrals are requested and successful with the ATO would be helpful as manually updating them all can be time consuming.8 votes -
Xero Practice Manager - Report on WIP control by manager or partner
We have a number of firm incentives for both partners and managers relating to their individual client portfolios. An ability to review their control of WIP, billings and receipts should not be a major effort. Or is Pulse the answer?
Thank you.
4 votes -
XPM - Relationship option for 'Unitholders'
In XPM there is currently no option for Unitholders in the Relationships section. Currently need to use either Shareholders or Beneficiaries so that information flows into Group Structure charts that receive data from XPM, neither being ideal particularly when sending that chart to banks.
Request that a Unitholder option be added to the Rekationships.
15 votes
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