16 results found
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report builder favourites
The Favourite Reports tab currently displays only 6 favourites. Ideally, it would allow more than 6 favourites. If increasing the limit isn’t possible, it would be helpful to choose which 6 favourites appear in the dropdown.
Additionally, if the dropdown cannot show all favourites, it would be useful to have an alternative list or view that displays all starred favourites.
9 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPH - Special characters especially on names
Getting people's names correct is table stakes.
My name has an accent on the e - Rémi - but it comes up on XPH as "Rémi". I would not want my staff's names, or client names, appearing amiss. Not sure if this would then flow through to invoices.
9 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Ignition Job Link
Prior to the update, using a third party application for propsals/job setups, would imbed a URL link to the job, so you could confirm tasks and prices that were proposed. You could select the link, and it would take you to the document, but now, you need copy and paste the link in the browser? What happened to this feature? Specifically, this has happened for the Practice Ignition platform.
5 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Homepage | NZ Tax - IRD's Live Filing Statistics as a Widget
With the XPM link to MyIR START, is it possible to have IRD's live filing statistics for the agency as a widget.
6 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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3 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPH | Tax Manager - Column showing outcome
In Tax Manager, Option to multiselect tax forms and lodge button. Similar to the Old tax returns window. It will be nice to have a column showing outcome for the form such as $$$ payable or Refundable. This will be more efficient.
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Import New Clients Function Button
In the old XPM we were able to import new clients but there is only an export button. When we sign up new clients, they fill out a spreadsheet which we can then import to Xero but can't see how to do this now
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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When look at a job, in the old style, if there was a note, it was red, I know the new one has the number but would be good if it was red too
Notes on Job to be RED
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Practice Manager - Enter Costs option on homepage
There used to be an 'Enter Costs' button on the homepage of XPM. How do we now easily add costs? We use this function all the time.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPH | Homepage - Enter daily timesheets
The new homepage is missing the ability to enter your daily timesheet! Where has it gone. There was a simple "enter time" button that is now missing.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPH Homepage | Time Summary graph date selection
We love the graphical representation of the weekly timesheet. However, we would love to be able to navigate to prior weeks to also view them as a graph
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Clients - Make Client Code visible from the heading of the Client record
Previously the Client Code showed in the address bar (i.e. 8 digit number unique to the client). We could then add the number to the Client Code field under each client. This number is used to sync the client to external apps integrated with XPM (i.e. FYI Docs) This has now gone! The address has changed. How do we find the client code when setting up a new client now to enable accurate syncing??
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Update job due date from Jobs screen
It would be good to have the ability to quickly update the due date of a job either directly from the XPH homepage under the 'Jobs assigned to me as staff' or from the client 'Jobs' section without having to go into each job and edit the due date. Or both options would be great too!
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Ability to scroll through jobs on Dashboard
Ability to scroll through jobs on Dashboard.
List in Widget to be able to scroll through.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Ability to make a Job a favourite to appear at the top of my job list. eg. Admin Job etc
Ability to make a Job a favourite to appear at the top of my job list. eg. Admin Job etc
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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A way to update hours for the week
A way to update how many hours left per week are shown on the dashboard would be good. I know a lot more people work flexibly, and this way they could see how many hours below the total required they are (e.g. 38 hours per week). Just makes it easier when you're managing time during the week
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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