13 results found
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XPM - Edit staff name
Need the ability to edit staff names in practice manager as we were able to in the past. The new staff screens do not allow this. It is not reasonable to lose the history of that person if we just need to update or fix a name.
68 votesHey community, popping in with a quick update to this idea.
Earlier this year we made a change to staff names, so they’re no longer controlled by the Practice Admin.
Instead, the Staff name you’ll see in XPM is tied to the User Name, giving the staff member control over how they appear.
We’ve also made a change to the way deleted staff will appear in Practice Manager. They’ll now display a ‘Deactivated’ tag after their name.
From reading the comments, it’s common practice to add a prefix to a staff name (such as ‘ZZ’) to identify them as leavers - this update removes the need for this workaround!
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NZ Tax - Audit check to check IRD number
When completing a tax return in XPM, have the audit check feature check the IRD number for hyphens so it's in the correct format. If the number is entered with spaces instead of a hyphens, the audit check lets it pass, and throws an error when submitting.
1 voteHi Franjo, currently an IRD Number validity check is done in Xero Practice Manager tax. Being open we don't have any plans of changing the check that is in place, however we do find most issues are caused when a IRD number is copy and pasted in to Xero and includes lead or trailing spaces which can throw an error.
We'd recommend typing this in to avoid issues.
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Enable custom fields in FuseDocs integration
It would be great if the FuseDocs API included the ability to pull through custom field data, so that we can use this to drive custom compilations in FuseDocs (i.e. Engagement Letter).
1 voteHi Sally, is this something you've approached FuseDocs about? Many of our connected app partners designed and developed their integrations with Xero themselves and they're best placed to help with any questions you have on extending their integrations with Xero. You can reach their support through one of the options listed on their reviews page.
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XPM API - Get Job Schedule Priority on GET Current
XPM API 3.0 & 3.1 -> Can we please have Schedule Information > Priority to be fetched along with the Job Details?
Otherwise we cannot sort fetched Jobs by Priority..
We can use Custom Fields, but that means we have to fire an API to fetch the custom field for every single job we are fetching from XPM..
Any idea guys?
Many thanks!
1 voteHi Felix, we have a Developer Community and forum where you can request changes or improvements for Xero's API.
You're idea here would be best raised with our experts through that channel to consider and keep you informed. Thanks
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Xero Product Manager app
Don't turn off the XPM App in Nov 2022 - it is so handy to capture time on the fly or on another device whilst working on the screen
13 votesHi community, thanks for your feedback on this here.
We’re on a journey towards creating more value for you in the long-run, and want to be upfront that we will not be reinstating the XPM app - We've had to make some difficult decisions to remove and change some less-used features, so that we can focus on creating the additional value.
You can still access all the functions of the XPM app on-the-go via your XPM desktop login. Though we appreciate this is a change and isn’t necessarily as convenient, we believe the added value that we're planning to launch in desktop XPM will be a bigger benefit to you in the long run, including more streamlined workflows between our practice tools and additional functionality when managing jobs and clients. -
XPM | Job Manager - Tab for My Jobs
Can we please have a tab for My Jobs (like the old format). It is much quicker to click on a tab than navigate via filters.
4 votesAppreciate the feedback around changes for Job Manager, everyone. Being open we don't intend to allow switching back or access to the old view, however we'll continue to develop new Job manager to make this experience even better for our customers.
If you have access to All jobs you can get a view of 'My jobs' by filtering the All jobs list by Staff or Manager to select yourself. We know this may be something you commonly want to view and you can Save your filtered view to easily access next time you return - see more on this here
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Option to display the IRD Number in full in a SuiteFile Template via the Xero API
IRD require the Authority to Act to display the Tax Number in full. When creating a word template in SuiteFiles, merging the TaxNumber field from XPM only pulls through the last 3 digits. This is not acceptable to IRD.
2 votesHi Rochelle, many of our connected app Partners have designed and built their integrations with Xero themselves and are the best to direct any requests to for expansions of their integrations - We'd recommend raising this with SuitFiles support to see if they'd look to expand on this.
@anthony we have a Developer community where ideas for improvements to Xero's API best live - you can find this across here and I'd recommend engaging about this.
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Pay Dates
Payroll Posting
Please could you find a way to post payroll figures to the tax month rather than the calendar month.
The current system poses a problem for employers who pay their employees after the month end i.e. October payroll paid on 5 November. Currently the figures are posted to November instead of October which is frustrating for the employer as it means they need to do a manual journal for the figures to appear in the right month.
2 votesHey Esther, thanks for submitting this idea. Appreciate that seeing the run in the next tax month can cause some confusion.
Currently when you post a pay run, the date on the journal entry will be the payment date of the pay run.
This is intentional, and is required for RTI filing.
HMRC have specific advice for when payroll reports are misaligned with payment dates and tax periods, and you can read more about that here.
As such, there are currently no plans to change the ways pay runs are reported to align the payment dates with the previous tax month.
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Xero Practice Manager
Is it possible to revert the new layout on Jobs manager back to the old format - our practice works better with the old screen format - would be good if we had a option to revert back please.
1 voteHi Trish, we don't intend to allow users to revert back to the old layout, but understanding detail of what you got out of the old that'd help in the new view would be great and maybe of interest to others in community here, too.
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International Edition Payroll is very basic
International Edition Payroll is very basic. Salaries cannot be allocated to any branches or tracking categories. All debits just go to the Expense Head of salaries etc. Also there is no option to add an employee number that would show up in the payroll reports.
1 voteHey Mukhtar, thanks for your post!
We don't currently offer an international version of our Payroll product. Instead, it sounds like you may have accessed the 'Pay Run' feature in Xero
Xero's Pay Run feature is a simple payroll tool you can use to pay a few employees in your base currency, as well as running pay reports and managing basic employee information.
I can confirm there are currently no plans to expand the feature set of Pay Run to include tracking categories or employee numbers as you've described.
I'd recommend checking out our Xero App store, to see if there's a app from one of our app partners that provides payroll in your local currency 😊
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Report builder
please just open up the CRM so we can report on any field
1 voteHi Liz, we don't have plans to develop a fully open report builder. But it'd be good to better understand your needs and what you feel is missing from Xero's reporting at present?
Xero's Blank report can be used to create build a custom report from scratch at present and may help here?
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XPM | Job Manager - View jobs due in a period
Hi There
With the new job manager view we are finding that we have lost a lot of efficiency in the functionality of day-to-day job manager. Previously on the job page (now seen when we click on "mmanaged by", there is the tabulation of jobs due this week and next. Ths was a great tool for job management and workflow whereby we could click on these headers and view the number of jobs for eg due this week and work through these to complete. Now when this is clicked on it takes us back to the new job page full…
1 voteThanks for your detail and sharing on this in Xero Product Ideas, Michelle.
While we appreciate what you're asking, we made a recent update that does impact your idea and wanted to share with you, here.
Recently, we removed the summary table in Job Manager, as all the information shown here is now available in the All jobs tab through filtering and pagination.
You'll find from the All job tab that you can view Totals, these are located near the Search bar, and bottom of the page where pagination is shown. You can also set filters for the results you've noted;
- Starting today - by setting a Start Date filter with > Custom date, and choosing today's date from the calendar
- Due this week - by setting Due date to filter by 'This week'
- Due next week - by setting a Due Date filter with > Customer date and selecting…
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zapier
Zapier Integration
We are always looking for automation opportunities and better ways of doing all things accounting. I would love to see a Zapier integration. Even if it is just data out, that would be helpful. XPM is, by contemporary standards, starting to look like a dated platform. Don't get me wrong, we are big XPM fans, but it is starting to show its age.
I don't know who goes first, XPM or Zapier.
The integration would allow third-party developers to generate much-needed automation, as well as simple things that each practice could do.
1 voteThis would be something to best raise with Zapier, Warren.
Appreciate you raising the idea here. While there are some steps to being a certified app partner we have an API that developers can build and integrate with.
It appears Zapier already have an integration with Xero - It looks like you maybe interested in exporting data from Practice Manager and I'd suggest enquiring with them if this is something they'd explore.
- Don't see your idea?