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458 results found

  1. Ability to report on New & Archived/Terminated Clients with dates they were added/archived. Helpful for Practice Reporting & assessing promotion results etc.

    14 votes

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  2. Client Contacts - Option to Link to a Client Record + Data Synchronisation

    2 votes

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    Hey Peter, having read over your idea a few times, I'm not 100% sure I understand exactly what you're asking for. Would it be the same as either of these two ideas? 

    If not, would you mind providing a few more details so myself and other users can better understand and upvote it? It'll also mean I can make sure it gets in front of the right product people at Xero 😊


  3. Automatically email invoices from Xero to client, upon Practice Ignition proposal approval

    1 vote

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  4. When you post payments into Current Assets or Current Liabilities you are then able to allocate these payments off against transactions. For example PAYE, We pay this monthly so when you post the payment against the liability you can then allocate this off. You can then have an option to view allocated and unallocated lines.

    1 vote

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  5. The Client Type field is for segmentation of clients, but it isn't able to have data imported into it. Please change this so that we can import client segment data into the Client Type field.

    15 votes

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  6. When will we have an option to update all client emails/phone numbers at the same time?
    It would be really helpful if the system would search for all 'same' emails or phone numbers and allow for these all to be updated/amended.

    30 votes

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  7. XPM does not cater for titles for non-binary individuals. We have an individual who is non-binary. Their title is MX. This is currently not an option that is available in the Title drop down menu. Can this be added by Xero please?

    6 votes

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  8. Ability to Delete a Client from Xero Practice Manager if they have an IRD Number and/or Tax Returns.
    Have found that XPM has been updated so can no longer delete a Client if they have either and IRD Number or Tax Returns (including Archived Tax Returns). Client has to be Archived instead. Wanting to delete especially in cases such as the Client being deceased, rather than having to Archive (especially as Archived Clients can still appear in reports).
    While could delete the IRD Number and all Tax Returns from the Client, then delete, this could be a long process (as…

    3 votes

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  9. Would be great if we could sort by staff in the WIP Ledger reports. We can select staff it in the fields but not criteria. Would be good to provide reports to managers for their staff only.

    9 votes

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  10. On JOB MANAGER - If more than one staff member is allocated to a job with multiple tasks a icon / green tick / should be added next to a persons name or the name should be highlighted if all their tasks in that specific job is completed. That will help with recon process for managers, without having to go into the job every time to see which staff member has to still complete their tasks.

    AS ATTACHED IMAGE - OUR PRACTICE WILL NOW KNOW ANEL HAS COMPLETED ALL THE TASKS ASSIGNED TO HER IN THIS SPESIFIC JOB WITHOUT NEEDING…

    2 votes

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  11. I would like to place feedback around user settings, The user permissions are limiting and weird ones seem to go together. Currently all staff can see everyone's timesheets, we we're advised to remove the financial setting under financial privilege's to remove staff access to timesheets, in doing so staff could no longer see budgets on jobs, therefore we had to give all users back that permission, in effect allowing all staff access to everyone's timesheets it just doesn't make sense.

    It would be really handy if we could assign a user group to a staff member instead of having to…

    16 votes

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  12. We would like the option to convert a Client to a Contact in XPM and visa versa. This would allow us to quickly update relationships.

    2 votes

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  13. There is the option of adding Groups as a taxable group, however if the option is not selected client members of that group still pull through as related parties when adding a new return. The ability to use multiple Groups would be a great driver for "advisory" automations in 3rd party software if it didn't have that adverse outcome. Enhancement request - adding a tax return the related clients should only pull through members of the taxable group and exclude members of the "advisory" group.

    9 votes

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  14. We would like to be able to generate a report that includes all clients that have loans.

    1 vote

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  15. Currently you can only set up one cover page template for tax returns in XPM. We'd like to be able to set up two different cover letters with different branding for each tax return and alternate between the two (i.e. select which cover letter you want for that return) when we are printing the tax return.

    4 votes

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  16. GST reminders
    Like the Tax reminders for provisional and student loan but for GST and maybe even PAYE, so if you create and file the GST return though Practice Manger it feeds back info on what is outstanding and what has been paid with the option of sending reminders out to clients on payments due about a week out from the final date.

    7 votes

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  17. If you have your firm time billing set to round up then all of the reports - even actual time reports, report the rounded hours and not the actual minutes worked. This is really inaccurate and makes it really difficult for me to get a good gauge on employee billing and performance. Please look at amending any reports using a rounded time figure that should be actual time.

    In addition and also critical to this issue XPM timesheets for payroll but I am also pretty certain that if you are using XPM timesheets for your payroll it pulls/exports the rounded…

    3 votes

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  18. Additional WIP filter functions.

    Extract a WIP report base on value i.e. > $1,000, 90 days etc.

    1 vote

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  19. Similar to Xero Receipt Scanner, but just for timesheets

    A functionality (app) that can scan a manual handwritten timesheet from a notebook and enter the time spent into XPM timesheet, for people who prefer manually writing timesheets in a notebook.

    2 votes

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  20. Practice Manager - Edit Jobs Manager screen to add or delete columns that are relevant to a practice The ability to add notes would be very helpful.

    3 votes

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    HI Sally, jumping back on your idea here our team are working on providing more flexibility to the info you view from Job Manager.

    Right now, we're developing columns for Staff, Manager and Partners. Around the same time we expect to deliver these additions, we'll also enable you to hide detail you'd prefer not to view. So, you can decide and only see the information relevant for you when viewing Jobs.

    We'll return to share more when this is available🙂

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