427 results found
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2 votes
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Practice Manager | Staff - Report/list of charge out rates
I would like to able to produce a list of staff and what their charge out rates are instead of going into each person individually.
27 votes -
Rules and the Reconciliation Screen
On the reconciliation screen in the bank account, if a transaction is being picked up by a rule, could we see both which rule it is being picked up by as well as the name, account, description, and tax details that the rule is using?
6 votesThanks for the idea, Garrett. This isn't in any plans at the moment, but we'll keep an eye on it as the team are thinking about this in the wider context of the bank reconciliation process.
In the meantime a workaround could be to include those details in the title of your bank rule. For example Supplier Name - Motor (20% VAT)
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XPM - Change the automatic due date when creating a job
Set a default Due Date when creating jobs that is not 'today'.
7 votes -
XPM - Tax return and invoice combined report
XPM Custom Report - Allow field selection & criteria to access client, tax & invoice data. We need to run a report that will check if a tax return was created within a date range and then check if any invoices were created during that same time. Currently we have created a custom report of clients who we have started a tax return for and then we manually have to check if they were invoiced.
1 vote -
XPM - Add a new Client Information link
Requesting a feature that auto-populates client info in XPM via a secure link that we can send to the client, allowing admin team approval, enhancing privacy for sensitive data like TFNs, and reducing form completion errors
3 votes -
Xero Tax - Notify if client's Bank Account details are missing before filing
A section in Tax on XPM it notifies you that an ITR doesn't have bank account details entered before filing.
This will help solve the issue of filing tax returns with missing client bank accounts for refunds.2 votes -
XPM - Sort clients by Salutation & Name
We have many individual clients who don't have a company or trust etc. Can there be a salutations field that can be used specifically for addressing them in invoices and tax letters that doesn't affect where they stand in the alphabetical order of things? If we update their display name, all of those clients would be under 'M' for Miss, Mrs, Ms or Mr rather that their first or last name which then throws reporting if you're looking for someone in particular in a list of people. Would be nice to have this carry over to Blue Xero so that…
3 votes -
Xero Practice Manager - Add copy button next to client details (TFN, ABN, etc)
ADD copy buttons next to TFN, ABN, TFN in xpm client details page.
allowing copy with no spacing.12 votes -
Group details update - sync to other programs
When using the group address update, for example, it does not register as a change to all group entities and thus does not push the change for all entities across to integrated programs (such as Xero and HowNow). It is only the individually changed client that gets updated. Can this be fixed so the group update also registers as an update for the rest of the group entities?
5 votes -
Job Manager - Add ability to filter by Year
Would like to be able to add a new custom column in Job Manager so we can filter by Year or Job Name.
1 voteThanks for your detail and sharing here, Sheree. We have an existing idea for the ability to search Job Name.
It's great to know the interest in the specific details you'd like added so I'll slightly update the title of your idea here for filter by Year. Welcome to add your vote to that other idea too.
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XPM - Ability to raise final invoice
Currently only able to raise progress job invoice in client. abilitiy to raise both progress and final invoice would be better than having to go to invoicing to raise final invoice.
3 votes -
XPM - Sample Reports Search
When using the report builder in XPM and going into the samples tab - there is a lot of reports and it can be quite overwhelming. Tags for types of reports / ways to search / filter the list would be a great addition for being able to work out the sample report that would be most beneficial to build out for my needs.
1 vote -
Practice manager - XPM to Xero contact fields
Have logged this support query, which I also raised a number of years ago and cannot believe how this has not been fixed. Answer from support below:
In XPM there is no first and last name field for contacts, rather it is just one box for the Name field. While in Xero there are two fields to put a contacts first and last name separately.
So when a contact on a client syncs from XPM into Xero it is placed into the Last Name field as it recognises the name as one field. Currently, the only way to resolve this…
11 votes -
Practice Manager | Clients - Ability to create groups from client
Create Group from Client Profile Page - No need to go to Groups and create a group before or in the middle of setting up a new client.
8 votes -
Job Manager - Search by part of Job Number
Search job number by part numbers without 0's and J in front. eg. Search 2378 instead of J002378 in the search box in the Job Manager screen.
1 vote -
XPM - Hide Archived Contacts
New XPM Contacts that link to multiple clients shows archived contacts when search. This is confusion to know which contact to select when the client has archived entities, if use incorrect one then not using 1 main contact. Currently having to select each one till find the main contact with current contact info.
Need to block out archived contacts from showing or atleast show a symbol against them so know not to select it.3 votes -
XPM - Importing costs which are marked non - billable
Hi it would be good if we could import some costs into XPM which are marked as Not billable (eg xero costs) so when doing the invoicing we don't have to untick all the boxes.
1 vote -
Practice Manager | Reporting on Job States
I'm looking for a report that shows me job workflow state changes. I'm sure XPM stores this data, but doesn't seem to report on it anywhere.
Essentially, I'd like (for jobs that meet some search criteria, creation date or job name or whatever else):
State changed date
State changed from
State changed to
State changed by userThis is effectively an audit trail on the progress of a job (or ideally, multiple jobs). The fact this can't currently be done (unless Xero Support has pointed me wrong, in which case please do correct me!) is mind blowing!
14 votes -
Job Manager - Ability to set a job to private
XPM - Mark Jobs and Recurring Jobs as Private so that only the owner/assigned staff see them
1 vote
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