11 results found
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Job Templates & General settings
Hello everyone, it is a challenge in the new XPM to find general settings and job templates, which were previously under Practice.
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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BAS in Tax Manager
The ability to create or show BAS statements in the tax manager would be good - you used to be able to create them from the tax tab but now I have to go into the client themselves and click create. Or just some way to make this easier overall - whether you have a BAS section in the Tax Manager, or a create statement button up the top.
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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XPH | Customisable homepage graph/table colours
Customisable graph/table colours would be excellent, even if it were just 2 or 3 preset options. The blue/red default is a bit harsh.
3 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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ability to request income tax client report from within new Tax Manager
have a button within the 'ready to start' screen that requests the income tax client report list (per article: https://central.xero.com/s/article/Income-Tax-Client-report#ViewtheIncomeTaxClientreportdetailsinReportBuilder), and the ability to bring in all the client tax returns ready to file (where not already brought in)
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 - Allow late-entered time to be retrospectively linked to an existing invoice (without rebilling or write-offs)
Allow late-entered time to be retrospectively linked to an existing invoice (without rebilling or write-offs)
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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IRD Number - copy and paste is not holding the dashes
Love that you can copy the IRD number from the client page, however, the paste function has changed and no longer keeps the dashes when pasting to other software / programmes. It did for a while but no longer does.
It does keep it in the IRD website but not in excel, word or ACC for example.
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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Jobs not opening in a new tab!
When I am in a client file and go into the jobs to update one of my tasks, its very frustrating that it opens the job in a new tab! I end up with too many unnecessary tabs open just to navigate from one screen to another!
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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Quick actions widget
The quick actions widget is useful (now somebody has told me about it and explained what it is) - however, i want to be able to increase it's size. I have a long list of actions I want to use - and it neither lets me sort so the ones I use most are at the top, nor increase the box size so I can see everything without scrolling.
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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The new/beta version of XPM is too similar looking to clients section. It is really confusing.
We need a different look for the practice manager home site, not a black header with Clients on it.
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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When reconciling several bills against a single payment, the only option on the Description is 'Payment: Multiple Items' with blank Referenc
when reconciling several bills against a single payment, the only option on the Description is 'Payment: Multiple Items' with blank Reference, instead of 'Payment: name of Payee' with Reference the invoice number. I need to be able to add the name of the Payee for clarity in the record, either in the Description or in the Reference area.
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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Archived Returns to show in their attached job
Please return the facility that was in XPM whereby an archived TR or AS still showed in the to which it is attached. It makes it incredibly difficult now to get an overall view of the completed AS during the year. Having archived TR or AS disappearing from the job is incredibly inconvenient.
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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