475 results found
-
Practice Manager | Invoicing - Multi tick box option for custom fields
Have a multi tick box option for custom fields to be able to select more than one option.
i.e. we are a multi disciplinary accounting firm and offer multi different services such as advisory, tax, bookkeeping etc and won't to be able to identify what the client has engaged us for [frequently it's more than one service]6 votes -
XPM: Ability to have alias email address for multiple practices
Xero Log on - Alias email address for use with multi practice access.
Currently working in two accountancy practices with access to Xero but can only have one access to Admin. This means restricted access to one practices clients and having to be added manually to each client.
I have a generic email address from my Log in so the clients are not aware I work for multiple firms. This has to be explained to the client as it shows in their user list. Also when emailing clients directly from Xero, an alias email has to be created for that…4 votes -
Xero Practice Manager - Include Director ID in reports
Please provide the ability to report on the "Director Identification Number" field. The field should be included in the 'Client & Contact' templates.
4 votes -
Notifications - When partner assigned to a Job
As we identify Partner for job...useful to allow of custom notification to Partner please.
Thanks1 vote -
Practice Manager | Invoicing - Ability to code based on job
When we link XPM to Xero, we have to set up a code for Income. This is set to a default code (200 Sales) however we also use codes to differentiate income between Company Accounts, Personal Tax Returns, VAT work etc. Would it be possible to add something that allows us to select the code per job? Or alternatively to allow adding of tracking categories?
1 vote -
Practice Manager | Timesheets - Ability to make a custom field mandatory
Given the changes in the WFH deductions area, we have been looking at simple ways our accountants can log on their timesheets when they are WFH so that a simple report can be generated at year end to assist with their personal tax returns.
We have added the custom field to the time entry where they can specify whether they are working off premises, at the office or from home.
We have no way of making this a mandatory field and it only comes up when accessing the timesheet entry point of Dashboard -> Enter Time -> Daily
We'd love…
1 vote -
Practice Manager - Add date to apply custom task rates
Custom task rate - although the charge out rate can be amended for individual tasks for a member of staff, there is no "from" date that can be specified so it is applied to all un-invoiced WIP. It would therefore be very useful to be able to have the ability to put in a date from when the new rate should be applied.
5 votes -
XPM | Job Manager - View full description
When accessing the Work In Progress from a client screen the column showing the job name is nowhere near wide enough to see the full description. The box in the centre containing all columns could also be made wider to fill the whole screen. See attached screenshot.
2 votes -
AU Tax - Affiliate scheme for non-BAS / tax agents
Ability to become an affiliate if not a BAS agent or tax agent.
I am a chartered accountant with a finance coaching and Virtual CFO company but I am not a BAS or tax agent. I use Xero, train clients on Xero and recommend Xero to all of my clients and would recommend there was an affiliate scheme without having to be a BAS or tax agent.2 votesHi Lucy, to make sure I understand your idea here. When you say an affiliate would that be an affiliate to make use of AU Tax as a product or more broadly the Partner Program that Xero has for Practice users ?
-
XPM - Detect family group address changes and update all member records
I have a client family group with 4 people which lives at the same address and now they moved house, so I need to update their address in the system. Instead of updating the address for each individual, I am sure there is a way to prompt the system to detects this old address in XPM, it will then prompt me to change for all of them. I have seen this function when I was using the Solution 6 system about 15 years ago, so I am sure it is do-able.
1 voteHey Johnny, thanks for sharing your idea!
Just checking, the steps below are not applicable here?
From our Change the address for all clients in a group article:
- Select Clients, then select the Groups tab.
- Click the name of the group, then click on one of the clients in the group.
- Click Options, then select Edit.
- Under Contact Details, edit the address details, then click Save.
- Click Update Related Clients' addresses
- (Optional) Click All Related Clients to filter related clients by relationships or group members. The filter only shows if the client has at least one relationship set up and is also a member of at least one group.
- Select the checkbox for each address you want to change, then click Update.
Let me know if I've got my wires crossed!
-
Client - Email storage (not related to Job)
It would be nice to be able to store all emails re a client that a NOT job specific under a Client Tab.
We are able to do for Jobs which is neat but to enable us to store general emails under the client would be good. I guess they would need a unique email address just like the job storage of emails? We have tab for Jobs, Documents etc so one for emails with an address would be nice.1 vote -
Practice Manager - Incorporate My Xero
Please incorporate myxero into practice manager. at the moment there are MyXero, XeroHQ, XPM and XeroBlue all have different but similar settings, which makes thing very confusing.
2 votes -
Practice Manager - Ability to split invoices posted from Xero in order to separate jobs
The ability to post be posted from Xero to XPM based on the invoice line rather than per invoice.
We have a monthly fee that goes out to clients from Xero that has two invoice lines, one being the consulting fee and the second being a software subscription fee. We would love the consulting fee line to post to the "Ad Hoc" job and then have the subscription line go to a new job called "software recovery".2 votes -
Practice Manager - Email Template for sending invoices
We would like to have the option to set up a template for emailing out our invoices from XPM. At the moment we are having to manually type the email.
5 votes -
Practice Manager | Group Profile - Select & view group information
Would love to see features to the group profile. Even if they were custom tabs from the business settings (so it applies to all groups). Some ideas are:
Group information - could be a list of the clients and their partner, manager, class, etc (would be great if each firm could select what client details they want to include from their business settings).
Client Fees - could use this section to add services, fees and notes for each client, and then have this total per service, client and group. This way you can update on the go and see the…
8 votesGreat to hear you're expanded thinking on the Groups here, Melanie.
It'd be good to get a sense of interest in each separately.
I've slightly changed the title of your idea here and welcome to add others for the other ideas you think of around this. 🙂
-
Practice Manager - Rename Partner and Manager client field
Provide the ability to rename the Partner and Manager field. EG change them to Manager and Accountant
4 votes -
XPM - Credit Card Payment Link added to invoices
I'd like to add a credit card payment method like in Xero Blue to our invoices in XPM as that is where we create and send invoices from.
4 votes -
XPM: Include note title in new note notification
Using notifications are a great way to communicate on a job and keeping the history of the same. One frustration I have is when a new note is created I get a notification to tell me a new note has been added but I do not know what the subject of the new notification is from my on screen notification. This can be a problem as some notifications take only a few moments of my time whilst others require me to set aside a substantial amount of time, but I cant tell which it is from the on screen notification.…
2 votes -
XPM - Set custom fields to show for specific client types
The ability to have certain custom fields show up for specific client types.
For example a "Rental Property" custom field only showing up on the "Individual" clients. Currently this would show up on all clients.
Given that so many different reports can be created from the custom fields, it would be extremely helpful to have only the relevant fields displayed on the relevant client type/structure.
1 vote -
Xero Practice Manager - Create recurring job from existing task
Able to create recurring tasks from an existing task.
Purpose: It’s easier to just create a recurring job from an existing job, rather than creating a new job.
39 votes
- Don't see your idea?