25 results found
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Client - Show subscription name
Can the xero subscription name be reinstated under the client. This was available before the upgrade, now under subscription heading we can only see who subscription managed by and last viewed. I understand there is the Go to Xero blue button at the top but the name of the subscription would be great.
14 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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Start date field for Jobs listed under client
The list of jobs at a client level and Group level no longer displays the start date. Only due date is showing.
This functionality was available before. I am not sure why it was omitted. Helps team members to review and prioritise jobs for a Group based on the start date when the job was received or has been scheduled to start.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.
8 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 | Client groups - Toggle for Clients in Jobs page
Please bring back the filter/toggle option for Client column in Jobs page of a Group (like what you can currently do with Name column). This was a handy function in the old layout.
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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Add Accountant Name
As a new admin officer, I'm still learning who the accountant is for each client.
I think it would be beneficial that in the clients tab there is a column that has the name of the accountant, rather then having to click onto the clients name and going into the clients details to find which accountant is looking after them.
Thanks
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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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.
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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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.
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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Shareholders and Directors
In the previous version of Practice Manager, you could display a company's directors and shareholders. Now there is no way of showing this. It would be good to be able to see this again.
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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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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Really hard to read and favourite reports "gone"
Scrap the changes - landing screen is hard to read - just glares and the mouse over shading is distracting. Jobs should be first or at somehow at the top like the old one. Favourite reports drop down should be reinstated not just as an after thought on the Practice tab. Rendering is clunky and boxes jump around before settling - ******* the eyes. Just feels like an amateur dev has been let loose and not really thought about how practices work! Not impressed with most of Xero's "improvements" to date - alot of neurodiverse and dyslexic people are really…
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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GST Registration Cancellation
In the old XPM when removing a client’s GST registration you could delete the GST registration with one tick and save. In the new XPM when you untick ‘include GST information’, the GST information greys out and it lets you save but this does not remove the GST registration information. You have to clear the other fields first, then untick ‘include GST information’ and save. Why can’t you just untick ‘include GST information’ and it be removed from view on the client information screen? Or at least be given a warning that the change you’ve made isn’t correct when you…
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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Practice tools | Jobs - Archived returns to show in their original job
Since the recent updates, we've noticed that once a return is marked as “archived”, it no longer appears within the job it was originally created in. Previously, archived returns remained accessible through the job.
Could you please reinstate the ability to view archived returns within their associated job?
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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Last entry in time-sheet drop down menu out of view
When using the time-sheet drop-down menu, the last item is often out of view, without the ability to scroll to it. Can this be fixed? This is an issue when there are many entries in day.
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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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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Enter costs
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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Ready to Start tax returns should not show up in existing jobs
"Ready to Start" tax returns should not show up in existing jobs. We have all these tax returns that are showing up in Job that are not related to the client, Individual Tax Return showing up under an Activity Statement Job for a company that is completely unrelated. If they tax returns placeholder is going be added it should only appear under the client tax return tab, not in an existing Job. And there should be away to turn it off.
2 votesHi Christopher, thanks for feeding back on your experience with new Tax Manager that's currently in beta.
Our product team are staying very close to the feedback here, and keen to better understand your idea - Would the 'unrelated' client that you've mentioned all be part of the same client group? If so, is there a purpose to the grouping they are a part of?
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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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