460 results found
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XPM invoice date order
We should be able to customise this invoice date order as a default setting, it opens in no order and having to click on the Due Date twice every time to get the invoices in order of latest to oldest to check before billing on every client is a real pain and waste of time when we have to do it so often.
We would appreciate you looking at making this a customisable setting very soon, thank you1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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XPM details
XPM details - a lot of clients where I have the same access I couldnt update their xpm details.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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salutation
Keep the Salutation where it was before.
and be able to upload client photo in their Profile.1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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XPM - Create a registered office field on contact details for companies
Create a Registered Office field in the contact details so that for client companies, we can have a quick view of physical/business, postal and registered office details. Currently, we have had to create a custom field, which you have to scroll down to the bottom of the page to view.
116 votes -
card surcharge description
Have recently had a client complain that the card processing description says 'credit card processing fee' however the client paid with debit card and therefore doesn't think they should have been charged processing fee. This terminology needs to be updated to 'card processing fee' for more transparency.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Client accoutn reference to be avaliable on client screen and a record that can be searched for
On the client screen please add the facility to show the client reference and be a field that we can search on. Otherwise what is the point of the field.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Client reference number to show on client screen and be a searchable item
On the client screen please add the facility to show the client reference and be a field that we can search on. Otherwise what is the point of the field.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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A way to write off WIP without it affecting the staff that have put time to the job
We have a few jobs in the system for a client that was very complex and we have since disengaged. We want to write off all of the time but we do not want any team member to have their write ons/offs affected by these jobs, as the nature of them was incredibly complex and this was due to the way the client prepared and sent the information to us, and not the fault of any of our team members.
Xero support has advised that there is no way to write off WIP without it affecting the staff that have…
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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XPM - Bulk delete jobs
I learned the hard way after bulk importing 1,700 jobs on the wrong template that you could not delete those imported jobs in bulk. I spent 4 hours individually opening each job from a report and deleting.
It would be great to use job manager to be able to select jobs (assuming they haven't got any time, costs or invoices associated with them) and delete.
17 votes -
GST Return
GST return - Finalised button is GREEN and so is the Filed button.
It's really easy to miss if it didn't go through to IRD, they are both Green and start with F and when you are doing 40 odd it's all a bit routine.1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Staff allocation and milestones at the task level of jobs in XPM
We have certain clients who are set up under a monthly retainer with all included tasks (scope) under the one job. We need a way to allocate and set milestones or due dates for certain staff at the task level of these jobs.
The current milestones which can be implemented after a job template is in use has limited functionality as you can only set due dates from the start of the "job" not for each task as due. If the "job" is not established all on the same date then the milestone dates will not be accurate across the…1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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XPM - Lock timesheets when a draft final invoice has been prepared.
XPM - Lock timesheets when a draft final invoice has been prepared.
We are having issues with staff adding time to a job when there is a draft Final invoice that has been created. Then the invoice is approved and the added WIP does not get picked up and sits on the now completed job for us to stumble over months later. It makes sense to lock the timesheets when a Final invoice has been drafted.46 votes -
XPM - Link multiple jobs to invoices
Being able to link several jobs with the one invoice raised in Xero blue. When issuing through Practice Ignition, it only allows you to allocate to one invoice in XPM. Moving the timesheets is clunky and inaccurate
2 votesThanks for sharing, we appreciate you taking your time to share changes that would be most meaningful to you, Narelle.
We get a sense of the community interest from support on your idea, here.
You can find out and stay updated with all Xero releases on Xero Central.
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XPM Report for Prepayment or Miscellaneous Invoice
Hi there, we would like to have a report in XPM to show all the invoices. This would include the normal invoices and prepayment invoices(miscellaneous invoices).
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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XPM - Work in progress reporting
within report builder have the option to exclude costs and timesheet jobs with no values on both items
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Practice Manager - Ability to add additional time entries to a draft bill
Create the ability to update time entries for draft bills.
We often have a manager draft the bill and between the bill being created and it being approved by a director, there is additional time added to the job. If there was an option to refresh the bill to include all time before approval, rather than having to delete the bill and start again, that would be amazing!2 votes -
Practice manager - Stop importing invoices into XPM for non clients
Xero's feature of importing invoices into XPM is great for clients. But there is no way currently to stop importing them for people who aren't clients. Currently - we sell digital products, which we need to keep invoices for. Every time a digital product is sold, it creates a new client in XPM. They aren't clients.There should be the option to only import if a client exists in XPM.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Practice Manager - Relationship Type
Can we please have a general Relationship Type option for relationships such as "family" or "associate"/ partners. This would be for general family relations like siblings, cousins, in-laws etc.
169 votes -
Job Manager - Set the Primary Contact as the default contact
When each job is created, we manually have to add the contact to the job. If this is not done, the invoice that is pushed to Xero Blue doesn't have contact information and we are unable to utilise the automatic reminders etc. This requires manual monitoring and negates the efficiencies within Xero Blue.
This manual process would be solved if we had the ability to set the Primary Contact as the default contact on jobs that are created. This could for example, be set up as a tick box in settings. This could give people the option to switch on…
8 votes -
XPM: Make the Productivity Dashboard exportable
It would be great to be able to print or export the Productivity Dashboard like the other standard reports.
11 votes
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