1389 results found
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Xero Practice Manager: Generate daily productivity breakdown
Timesheet. Be great if you could see a visual (graph) of your daily timesheet rather than just the time 24 hr posted list. Then you could get a visual of how long and for what hours you spent on each job, eg 8am to 9am job A, 9am to 11am job B, how long you didnt work eg lunch and it would be heaps easier to see if you had made any errors in submission of time. Even though there is the time summary graph which shows hours worked, it doesn't help troubleshoot if you think your time not correct…
1 vote -
Practice Manager | Search - Ability to Create job
To make it easier to create jobs in XPM it would be useful to have a link to create a new job once you have unsuccessfully searched to see if there is a job already set up for the client. At present you have to log out of job search then create a new job, which involves finding the client name again.
6 votes -
Xero Sign - Record IP address and email address used to login
Xero sign/Adobe sign
Esigning and the portal is excellent and very useful.
I get worried unlike when you use Adobe DC directly, Xero Sign does not give trails of who signed back to you.
Whilst probably not too likely things were not signedd correctly, I think we need more robust authentication with the IP address and the email address that was used to login being recorded into a report.
The drill down to confirm the transaction is not very helpful and I cannot work out in the secured pdf where to easily see thse things.
Most other providers have better…
5 votes -
Xero Tax(AU) | Copy & Paste Tax File Numbers
The ability to copy and paste TFN's the same way you can with email addresses, so that you can paste into the TAP.
5 votes -
Xero Tax (AU) - Colour code variances
Currently all ITR Notices of Assessment that come to Xero Tax with a variance are marked with an orange dollar sign ($).
It would help with variance investigation and client contact if the variances were colour coded so that positive variances (those that increase a refund or decrease a payable) are in a blue $, while negative variances (those that decrease a refund or increase a payable) are in the orange $. I would suggest green, but green is often used for 'this has been assessed and confirmed' so blue is a good compromise.
This will give a visual indication…
2 votes -
Practice Manager | Single Place to enter Time (Ad hoc or job)
Suggestion to have the ability to enter 'Ad Hoc' time in the same place you enter time for jobs - i.e. in the Timesheets screen, rather than going through the 'Global Search' screen.
You would select a client first, then select Ad Hoc Time or a job (if an active one exists).
Also, when selecting a client, it would also be handy to be able to start typing a few letters from anywhere within the client name, rather than having to type the first letter or scroll down using the picklist.
5 votes -
XPM - Ability to bill in SGD
Xero should be able to offer billing in other currencies as currently they are unable to bill Xero Practice Manager in SGD.
I was advised by Xero support, that this is because they are part of their Global billing in Practice Manager, so it will automatically be billed in USD.
However, their Xero Accounting invoices are billed in Singapore Dollars, so not too sure why similar principles don't apply?
2 votes -
AU Tax - Navigate to tab last on after viewing/editing a return
In "Tax" tab, at the moment if youlook up a return in "draft" then go back you are automatically taken back to "All Returns" - if you were able to stay in the same heading that would save time rather having All Returns as default
1 vote -
NZ Tax: Support for inserting Anchor Tags to tax return
NZ Tax
Currently, in XPM it's only possible to customise a cover page of a tax return. However, it's not possible to customise the actual return including the last page.
We'd like to be able to customise the last page to enable an anchor phrase to be entered to assist preparing templates for DocuSign automated signing platform.1 vote -
Advisor Reports - Allow users to enter dynamic date ranges
Hi can you please add in a function to the adviser reports that allows the users to enter in dynamic ranges, such as current date but can also be extended to other fields. As I do not want to be pulling in a new template each time this error occurs, I would like to just amend the pages by inserting the new date reference.
1 vote -
XPM - Add graphs to the dashboard for manager
XPM Graphs - please add a dashboard for managers to see the graphs similar to the one presented to each user for all the people they manage
3 votes -
Practice Manager | Client & Group listing - Show Amount due & WIP balance
It would very helpful to show the "Amount due" and WIP balances on both of the CLIENT and GROUP listing screens.
At the moment these screens shows the telephone number and address which does not help at all. At the very least give us the ability to customize
these columns so that we can "choose" what to see3 votes -
Xero HQ - Link Xero accounts for different offices
Have a master overview of Xero accounts from different offices.
The offices administrators staff level can only see their own Xero clients unless added to the master overall practice.2 votesHi Cerith - It's possible to 'group' clients in Xero HQ, and you can also manage your staff's access to practice clients.
Or, is it something a bit different you're after?
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Hubdoc mobile app - Ability to scan invoices without internet connection
Users can scan their invoices via mobile app when they don’t have an internet connection.
Purpose: To make sure that the invoices/documents didn’t get lost in the Hubdoc app when the internet connection is intermittent.
20 votes -
XPM - Send job notification when user added to an existing task
Currently staff members are notified via email if they are added to a new Job Task. Can the notification be be sent when an employee is added to an existing Job Task?
2 votes -
AU Tax | Clients - Bulk prepare update reports
Be able to tag and bulk prepare/lodge client update reports at the end of the year to remove clients from our tax agent list.
4 votes -
Practice Manager | Reports: Update fields to be the same value
When the report is extracted through Report Builder, the value for Title field is always under Uppercase even though it's Proper case when we first select the option on the client section.
This is causing unnecessary extra work for us to fix it manually every time we run the report.
The report should show the same value as how it's entered.
1 vote -
Conversion Toolbox - Populate Reference for imported invoices
When using the conversion toolbox import template to upload invoices and bills into Xero, it does not give me the option to map the Reference to the correct field. Instead, I have to go into each one afterwards and edit it to include the reference.
There is a column in the import sheet for a Reference so I'm not sure why it won't map it to the correct field. It would be great if this could be fixed to cut down all the manual work we would have to do after uploading the invoices.
1 vote -
Xero HQ | Client Set Up - SIC Codes
I would like if when setting up clients. Under the "Business" tab, instead of industry being so limited, for it to replicate Companies House & use the SIC codes.
4 votes -
Hubdoc - Email-to-Bill Rules
Allow for rules to be placed on what to do when data is missing or unable to be grabbed. Ideally for these to be linked by which supplier the order is from or even setting global rules
Specific Ideas:
-Setting a default Global Due by date when missing
-Setting a specific stock line(s) to apply stock to by supplier
-Setting not to overwrite cost price with default cost price in system.4 votes
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