427 results found
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XPM - Bill from WIP client list
How can I make the client and detail columns wider. It is very restrictive as I cant fully see the client code and description. I know this is a Xero development issue but it would help a lot. It is really convenient to bill from this screen. Also I arrange the clients alphabetically, and when going into a client and see what to bill, when i go back to the WIP list it defaults back to sorting by value.
1 vote -
Practice Manager | Recurring job - See more detail
Recurring job screen in XPM is too narrow. Can't see all of the job name or full dates. Would be good to fill the screen to allow more information to be visible rather than having to click in to each job.
1 vote -
XPM - Insert a merge field/placeholder into Task description
It would be helpful to be able to insert a merge field such as 'Tax Year' into the description of a task. Handy when it comes to preparation of the invoice as not all returns are for the current year.
4 votes -
Practice Manager - Timestamps for Job status change
Job statuses. Is there a way that when a job moves from one status to the next, it automatically timestamps these movements. It's time consuming having to add a note of these changes.
2 votes -
Job Manager: Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job
Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job.
I would like to do a bulk creation of the Job and also then bulk creation of Tasks and Estimated Time, and to allocate to Staff on the Job. Or an easy entry area to update the Job Task Estimated time so you don't have to enter into each job individually to enter this data.12 votes -
Practice Manager | Custom report - Open client tax return
1/ we want a green xero report showing
- relationship (director of, partner of, etc)
- green xero tax refund/payable
- noa refund/payable
- noa received or not
(CX0015092225)2/ we want to open the tax return form itself in the green xero custom reports. So far you can only open the client profile. (CX0015076350)
3/ can you make all date columns in dd/mm/yyyy format instead of having to export to csv to achieve this? (CX0015075617)
4/ can you have a column to show client's bank account details on xpm profile, and client's bank account details disclosed in the tax…
1 voteHi Christopher, few ideas rolled up in the one here. We ask that each idea be separate on the product ideas forum so others in the community know exactly what they're voting for and we can share with the correct product teams, and keep you updated on any progress on the site.
Also appreciate you referencing your case numbers with Xero Support however they don't really help others in the community.
For your idea on adding more fields to the report - we have another here that you may like to also join and vote on.
I'll update your idea here to reflect your second request for being able to open a clients tax return form within Practice Manager.
I welcome you to create individual posts for your other 2 ideas here also.
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Practice Manager | Job Manager - Bulk assign staff via import
Good day,
Would it be possible to allow us to import the staff assignment via the CSV import file rather than assigning staff afterwards. Same for the template, category and job state.
Regarding the bulk staff assignment function, could we add filters and have the columns sort when you click on the column headings of this section please.
These two short comings is creating a huge delay in annual job creation for routine jobs.
No we cannot use re-curing jobs as XPM does not have the functionality yet to choose the date on which the re-curing job is created, you…
18 votes -
XPM - Dropdown list of clients when moving timesheet entries
90% of the time when I want to move a timesheet entry it is to a different job for the same client and probably 99% of the time it is to a job for a client in the same group.
However the "To" list that pops up is for all clients and when you type the first few letters of the client name it appears on the bottom line of the screen so you still usually have to scroll down to find the correct job.
Is it possible to make all the jobs in the "From" client's group appear first…
1 vote -
XPM Timesheets - Timesheet templates
Xero Practice Manager Timesheet upload. We have staff that complete the same administrative tasks each day every week for up to 50 clients a day. Entering these times in XPM is extremely time consuming and the time spent rarely changes. It would be extremely useful to be able to import a timesheet template with set clients/tasks/times. Then they only have to make modifications to timesheets. This would reduce time entry burden by two or three hours per week.
12 votes -
Practice Manager | Client List - Export with all data
Be able to export ALL client and contact data out of XPM, including tax information.
38 votes -
XPM - Timesheet narration in financial tab
In XPM jobs, have the option to view all timesheet narration and time spent in the financial tab. Currently, it only shows the task and time time/cost, but not the narrations. Previous Xero product WorkflowMax had the ability to show all timesheet narration of a job in the financial tab without clicking into the Billing Work Sheet. See attachment 1 for an example.
1 vote -
Practice Manager | Clients - Date of death field for client details
Date of death field to add in to client details would be helpful
240 votes -
XPM - Merge clients
It would be helpful to merge clients in XPM where two accounts have been created (different names) and tax returns filed under each one. For example a client entered under their maiden name and married name who have filed tax returns. In our case a duplicate was accidently created when doing the return and we have no way to now shift the tax return to the correct and active client account in XPM.
15 votes -
Job Manager - Bulk Job Staff Allocation for New Employees
Since the creation of the new Job Manager, we are now unable to bulk add new staff members to staff allocations within a job.
You can bulk add the jobs, but then you need to manually do the job allocations for each job
When you have a new staff member and you want to assign them to 300 jobs, it would make it easier if we could do this in bulk rather than on a job by job basis.
2 votes -
XPM - Publish XPM invoices to multiple practice Xero organisations
Ability to specify from a list of practice Xero organisations where to publish XPM invoices, as the practice bills from multiple legal entities.
1 vote -
Practice Manager - Add Tax Returns tab to client group view
It would be really handy to have a Tax Returns tab when viewing a client group. This would allow you to easily see at a glance the status of a groups tax returns, rather than clicking into each client individually.
1 vote -
XPM - Export button on WIP Screen
Would like to be able to export data straight from the WIP screen
1 vote -
Payroll - Stop access to payslips until the date of the pay run
In Xero payroll, when pay runs are posted before the pay date there needs to be a delay in the employees accessing payslips
3 votes -
XPM - Prioritise Job List
In the job list screen, it would be great if you could either customise the "priority" so that jobs appear in the order that you need to complete them or if you could simply move them to the order that you would like to complete them in.
3 votes -
Practice Manager - Client Search History
Client Search History: being able to see the clients in XPM that you have searched for recently/previous 24hrs. When needing to go back to a client you recently searched and updated etc and need to go back into same client or cannot remember client name etc. Would have thought this would be 'standard feature' as in other progams we use
3 votes
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