458 results found
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XPM - Option to add prospect relationships
Need to have the ability to add prospect relationships - currently if both spouses are added as prospects, you can't then link them as spouses in the relationships section. However, if one spouse is already a client then you can link the prospect as a relationship... this seems like an oversight in the platform. Need to be able to link prospects as spouses/family etc.
1 vote -
Practice Manager - Edit saved filters
Edit Jobs Screen Filters: In the XPM jobs screen it is possible to created and save filters. However it is not currently possible to edit those filters, only clear them and start again. Please provide the functionality to edit existing filters. Thanks in advance, Petra.
1 vote -
Practice Manager - Search custom fields
Search functionality for custom fields, i.e. custom field: Trading Name can be searched via XPM search function.
14 votes -
XPM - Floating header on Client list
Hello. Would it be possible to place a 'freeze' on the line that is below the below the Clients / Groups / Contacts? (like in the Freeze in Excel)
2 votes -
XPM: Import relationships info into Financial Statements
Can the Directors, Shareholders and Shares held, beneficiaries, Trustees etc in XPM be available to import into the Financial Statements template so it can stop you having to create custom fields with this information to report on?
5 votes -
Xero Sign - have the ability to see if a client has viewed the signing pack
It would be excellent to be able to see if a client has viewed the Xero Sign email pack.
11 votes -
XPM: Dedicated client notes section
For Practise Accounts
have one section for internal notes on the client that can be updated
- Files can be attached but not updated
- Notes in a Report Text Box are only specific to that report
Need a permanent place that I can add notes, instructions, updates to my staff dealing with a client6 votes -
XPM: Move invoices from one job to another
I have two situations where the billing in the financial part of the system was being charged by staff rate instead of by task rate. I am not sure why this occurred - possibly human error. So I created new jobs and tried to move the paid progress invoices to the new jobs but it isn't possible. Is there any way that we can move invoices in XPM from one job to another?
5 votes -
Archiving clients in XPM and Blue Xero
It would be great if when Archiving a client in XPM it also Archives it in your Blue Xero
7 votes -
XPM - Ability to lodge NLA for TPAR
Add the Ability to lodge NLA for TPAR using Practice Manager, allowing clients to sign the NLA and submit to the ATO. The ATO now allows the submission online for multiple years in one Submission, we would like to use PM to submit all ATO forms and advices. https://www.ato.gov.au/business/reports-and-returns/taxable-payments-annual-report/lodge-your-tpar/tpar-non-lodgment-advice/?=redirected_TPARnilreport
17 votes -
XPM - Ability to schedule tasks
An easier way to schedule tasks. A lot of my clients create annual jobs with lots of tasks and want to be able to schedule tasks in the same way you can allocate staff. You hit a button and schedule all the tasks in a list with assignable start and due dates. I have more than 40 clients that I am doing implementation and training and XPM support for, and all of them has asked me for an easier way to do task scheduling.
9 votes -
XPM | Jobs - Ability to specify due date for recurring jobs
Being able to pick specific due dates for recurring jobs, rather than having to select per day/week/month. BAS & IAS due dates will be different depending on how many days in the month there are.
4 votes -
Including IR4J as a Return Type in report builder
when we have a report that we would want to specify the type of return e.g. ir3, ir4 there does not seem to be the IR4J specifically for when we file a IR4J on its own for members apart of a consolidated group and only require to file their own imputation return.
It would be great if this could be included as this helps when reporting our internal filing stats.
1 vote -
Practice Manager | Permissions - Add new staff member to all reports
When a new team member starts and you want to give them access to a large number of custom reports in XPM you need to add manually one by one for each report. Would love to be able to select a group of reports and add new team member in one go.
4 votes -
XPM | NZ Tax - Client filing notification
Do not understand why if a client files their own income tax return with Inland Revenue and an assessment is issued why this is not updated in XPM, issues arise that we have no knowledge of assessment so affects Provisional and Income tax notices
1 vote -
XPM - Sort timesheets by column headers
Would be great to be able to sort the timesheets by the column headings. They are blue but don't actually do anything when you click on them.
1 vote -
NZ Payroll - Report on list of Payroll employees earnings at the EOFY
We would like to be able to do a list of Employee at the end of year with total earnings, PAYE, Employer and Employee Kiwisaver etc.
You can list now but it lists every date and you then need to drop out to Excel and do all the additionals. Very time consuming if you have a number of employees.
1 voteThanks for providing that extra clarity, Kay - apologies for the confusion!
As you've found, the Annual Earnings Certificate displays the information required, but splits each employee in to a seperate page.
I've updated your title to reflect that you'd like this report in a list format, and shifted it back to 'submitted' so we can keep collecting votes and feedback.
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Practice Manager - RECURRING invoices in XPM
It would be great to have the ability setup recurring invoices directly in XPM for annual agreements rather than "pushing" recurring invoices similar to setting up recurring jobs in XPM.
14 votes -
Xero Practice Manager: Select tax code when pushing invoices from XPM to Xero
Is there a way to have invoices push from Xero practice manager to Xero with the tax code there of GST Free Income.
4 votes -
NZ Tax - Add placeholder for amount due for tax payment letter emails
Could you please add a placeholder for the amount due so it can be added to the email subject and is easy to see the amount once the email has been saved.
2 votes
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