1362 results found
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History | Practice Manager - Audit trail for changing/updating the Partner and/or Manager
Hi Team, would be handy to keep an audit trail of when and by who changes to the Partner and Manager Responsibility fields in Xero Green, thanks
8 votes -
XPM - Link client postal & physical address
Create ability to set the Postal Address the same as Physical Address without having to enter twice.
5 votes -
AU Tax - BAS/IAS filter to separate filings due on same date
BAS & IAS Filters.
We would like to be able to setup filters to separate BAS's & IAS's that have the same due date.
There is the option in the filter, tax type, to select 'Business Activity Statement' or 'Instalment Activity Statement', however, all Activity Statements are listed as tax type AS. We would like to be able to change the tax type to either be BAS or IAS.5 votes -
XPM - Relationship option for 'Unitholders'
In XPM there is currently no option for Unitholders in the Relationships section. Currently need to use either Shareholders or Beneficiaries so that information flows into Group Structure charts that receive data from XPM, neither being ideal particularly when sending that chart to banks.
Request that a Unitholder option be added to the Rekationships.
16 votes -
XPM - Search function for paid amounts
Can a search function in XPM be added to search for amounts that have been paid by clients from the Business Invoices program?
2 votes -
Practice Manager - Notes for each Client
I believe it would be very beneficial if there was an option to have an overall notes section for each column, and not just only a notes section for each specific return / activity statement. Rather this notes option would just be for the client as a whole, so the impotant notes could be stored here. It is easier to record previous discussions that may have been made about the client and their specific situations. This will make it much more accessible to see the whole history of the client with just one click.
2 votes -
Practice Manager - Bulk Data Updates
It would be great if we could bulk update data (default fields and custom fields) and have options on how we want to update the data.
For example, if we want to update the 'Manager' field, we could choose to base this on the group or client, and:
- Update all groups/clients to John; or
- Update all groups/clients that are currently Sam to John, and have a check box to untick any groups/clients that are to be excluded; or
- Update by manual selection - tick/untick the groups/clients that require the update.We recently created a new custom field…
56 votes -
Xero Practice Manager - Report on WIP control by manager or partner
We have a number of firm incentives for both partners and managers relating to their individual client portfolios. An ability to review their control of WIP, billings and receipts should not be a major effort. Or is Pulse the answer?
Thank you.
4 votes -
Advisor Directory - Change layout of Advisor Directory
Please let us can edit the layout of our xero advisor listing before our publish out. Thanks.
2 votes -
Reporting - Financial Statement / Mapping Report
Will there be something developed (in the works) on sharing the mapping report with clients, so they know which codes are lumped together in the P&L and Balance Sheet? This seems to be a common inefficiency where they ask the question and we have to break down each code and manually provide the info, as they don't have access to our reporting templates / edit layout function. Suggest a mapping report breaking key accounts codes down in the P&L and Balance Sheet of the financial statements i.e. a report that would be included with your financial statements to show the…
7 votes -
XPM - Apply Access Restrictions to Client tab
Similar to ability to restrict access to Xero Tax, its critical if we can have the ability to restrict access to certain client details. Currently you can search for any client details and there is no way to restrict access to this information. This functionality would be extra help for partners & staff members who are also clients of the firm.
53 votes -
NZ Tax - Working For Families transfers required option
Suggestion for development - We continually have problems with WFF transfers to associated entities. We have tried phoning IRD to put a halt on the account, then follow up with secure mail advising what transfers are required - however more often than not the halt is not implemented correctly. Would be great if Xero could implement something (even a tick box identifying transfers required) that would then trigger at IRD for them to hold funds pending transfer. Alternatively the WFF credit could be added into the tax returns, and transfers done via the return. (I have worked with other tax…
3 votes -
Conversion Toolbox - Add a tool to convert Bank Transfers
Can you please add a tool for importing Bank Transfers to the conversion Toolbox. When there are more than two bank accounts, trying to work out the Bank account to transfer to, is a bit hit and miss, causing significant rework.
3 votes -
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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Xero Tax (AU) - Ability to show the difference between original tax and amended tax returns
Show the difference between the original tax return and the amended tax return in the clients tax estimation sheet.
121 votes -
Xero Expenses - Record a refund / credit note
Xero Expenses - It would be good if Xero can enable the functionality to record a refund / credit note within expense claim module.
7 votes -
Reports - Add currency information to Journal report
The Journal report does not show any currency information, it would be very helpful to chow to currency and the debit/ credit source amounts.
8 votes -
Practice Manager - add Job Manager and Partner fields to the Invoice Report
In the XPM report builder, when a firm is working as a team based client and each team composed of several staff. It would be beneficial to have the option to include additional fields of the job manager and partner in the invoice report. Currently, we are only able to select the manager and partner at the client level.
If this feature were added, it would enable the accurate generation of reports for each staff member who completes a job and track better if each staff has a KPI of a particular budget that he/she needs to reach each month.
5 votes -
Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"
The current sync of "clients" from XPM to "contacts" of the practice Xero Blue file only updates when an invoice is sent across.
Surely this could be made into an immediate sync, or at the very least an overnight sync?
Given XPM doesn't integrate with a whole lot of software and doesn't integrate with Zapier, many add-ons practices use are linked with the Xero Blue file and require that data to be accurate. Debtor collection software for example, marketing software, etc, all require contact details to be accurate, and if clients change details, there can be a large delay before…
126 votesAppreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
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Xero Tax (AU) | Ability to Sort the NOA column
Can you sort the NOA column in XPM/ xero tax? see below
2 votes
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