1350 results found
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XPM - Ability to schedule in the calendar
XPM - calendar view rescheduling
Being able to move jobs in the calendar view to reschedule, without having to go through the "edit job" process.
1 vote -
Settings - Allow UUID in all URLs
The 3.1 version of the API only gives UUIDs instead of numeric IDs. I would like to see all URLs on the website accept either UUID or numeric ID. This already seems to be partially supported, but I would like to see full parity with numeric IDs and UUIDs.
E.g. When viewing a client, the url is:
https://practicemanager.xero.com/Client/{NUMERIC_ID}/Detail
but the website will handle a uuid here too
https://practicemanager.xero.com/Client/{UUID}/DetailSimilarly for a job
https://app.practicemanager.xero.com/job/jobview.aspx?id={NUMERIC_ID}
https://app.practicemanager.xero.com/job/jobview.aspx?uuid={UUID}But unfortunately viewing a group is only possible with numeric ID
https://practicemanager.xero.com/Group/{NUMERIC_ID}/Members
but not as
https://practicemanager.xero.com/Group/{UUID}/MembersGiven that using the XPM API v3.1, you ONLY…
3 votes -
AU Tax - Interview checklist
I conduct many Zoom meetings and review an existing Word interview checklist and ATO Authorization with my clients. To automate the process, I would like to add my current checklist and ATO authorization with Xero tax fields as a template. When the interview is completed, the checklist and ATO authorization must be sent to the client for signature.
3 votes -
NZ Tax - Preview tax return
It would be great to be able to preview returns on screen rather than having to export to PDF.
7 votesThanks for the confirmation, Heather. No changes planned around this right now but we'll get an understanding of the appetite for this here.
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Workpapers - Ability to lock review point
Lock review points.
Review points should not be able to be edited or deleted especially when done by partner. Manager should be able to respond but not edit or delete the original review point made by someone higher
😃6 votes -
Hubdoc - Reporting number of invoices processed in a month
Produce a report in Hubdoc that tells you how many invoices are processed in a month
1 vote -
Xero HQ - Add Client reference number column
Add 'Client reference number' to column customization
would be really handy to customize columns and see the Client reference number
11 votes -
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.
4 votes -
Workpapers - Balance sheet on analytical review
Include balance sheet amounts on the analytical review, and the ability to add and show comments against each line.
3 votes -
To prepare and lodge activity statements before the end of the quarter when the connection to the ATO is live
We have the issue where the client has connected to the ATO but now can't prepare/lodge early unless they break the connection and go back to manual reports. Feels like the 'new' version is a backward step. Ideally, if the return is present on the ATO portal then it should be available to prepare early even if not yet due.
1 vote -
XPM - Sync contact groups to Xero
Sync clients grouped in Xero Green to Xero Blue. Currently groups can be created in Xero Green and Xero Blue independently but are not synced or linked. It would be efficient and helpful to sync the groupings we have created in Xero Green across to Xero Blue.
4 votes -
XPM - Matching client and export codes
The ability to have client codes and export codes be the same to make it easier when bulk updating manager and partners
3 votes -
Xero Tax (AU) | Include Company PAYG instalment as part of the return
Currently this is required to be added as a worksheet. We would like to have this as a standard part of the return (like individuals)
19 votes -
Xero Ask - Set up repeating queries
It would be great if we could have repeating queries on Xero Ask so that it will automatically send queries requesting year end information or VAT return records without any human input. It would save a lot on admin time and give Xero accountants an edge.
6 votes -
XPM - Ability to stop payment letters from being generated for non clients
Hi,
Would be great if we had the ability to stop provisional tax letters being generated for non-clients if their IRD numbers are entered into XPM. This creates a lot more work during prov tax times as the list is long and needs to be reviewed so these letters are not accidently sent.
3 votes -
Practice Manager | Add URL parameter for Job Code
Add the ability to reference a job via the url e.g. https://app.practicemanager.xero.com/job/jobview.aspx?id=J012480 where J012480 is the Job Code in XPM.
Good for reporting and referencing from external sources3 votes -
Adding a start date in the company settings (editing balance sheet, start date)
An option should be added in Xero settings, company settings, to manually enter the start date (at the moment you can only enter the end year date)
There should be an option to extend the settlement period manually in the balance sheet to generate a report.
When a company changes status to limited in the middle of the month, the first settlement period is extended by that half of the month (e.g company start January 18, 2023, end January 31, 2024), the balance sheet should show the settlement on these dates (and not from February 1, 2023 to January 31,…
2 votes -
Workpapers - Ability to create confidential workpapers
Having the ability to create a separate set of work papers for the practice that is confidential and not visible to all users.
At the moment staff can see the practices private and confidential financial information.7 votes -
AU Tax - Report field for Payer Name from Payment Summaries
AU Tax - report field for Payer Name from Payment Summaries
11 votes -
Profit and Loss - add 'comparewith' as a default
When running multipage Profit and Loss Accounts you can manage date by default which makes sure that each page is covering the same period.
When running the same report on a month by month summary it would be helpful if we could also have a manage 'Compare with' butoon instead of having to go into each p & l separately and remember to update each page.
The number of times I have forgotten to update the page and save the report before closing I hesitate to count.1 vote
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