1158 results found
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Practice Manager | Recurring Jobs - 2 date fields (Issue date & work start date)
It would be useful to have two dates for recurring jobs - one on which the recurring job is generated and a second date for when the work is to be started. We like to have all of our annual jobs generate on 1 April so we can easily see what work is outstanding for the year, received or not, but we obviously can't start everything in April. The planning aspects of XPM would be more useful if we could set the jobs to generate on 1 April then input a start date of when we are likely to start…
16 votes -
Staff Report - Client & organisation access
Currently when a staff member leaves we can remove their access on the clients we subscribe to Xero but can't remove access where the client subscribes directly and has invited them in.
For security purposes, it would be good if the practice admin could easily run a report on the leaver showing all the clients they have access to. You can do this on screen however we want the client managers to get in touch with their relevant clients as they have the relationship.
I recently had a staff leaver with c100 clients I couldn't remove access to myself and…
27 votesHi everyone, coming back across the idea here we wanted to clarify existing behaviour.
When you remove a staff member from HQ this automatically removes all org access, as long as those orgs are linked to client records, and as long as the client records are active (not archived) - Meaning you don't need to manually remove access to each org one by one.
The few cases where you would need to manually remove one by one would be if a client is archived or an org is not linked to a client record at the time of staff removal.
We intend to improve this experience and provide better visibility of staff access in the longer term, so when there is more progress on this I'll return to update you here.
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Xero HQ - Custom Staff Groups
It would be great if we had the ability to create our own groups within the staff screen in Xero HQ. At the moment we have filters for standard, administrator, master administrator and then also staff that have been invited but not yet accepted.
It would be useful if we could create our own custom staff groups. For example by office location: London, Glasgow, Manchester etc. or by function within the business: Accounts, Audit, Tax etc.
Staff could belong to different groups as well, Glasgow and Audit or London and Tax.
11 votes -
History & Notes - Track changes to Client Xero Subscription
It would be really helpful if I was able to produce a report showing our clients Xero Subscription and a change history showing a clients subscription has been changed from what to what and when the change took place.
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…
3 votes -
Practice Manager - Bulk Job Name Update
Currently, there’s no functionality in Xero Practice Manager to edit job names in bulk. This would be an extremely useful function for us. For example, we have a large number of Client Services jobs which need updating and without a bulk update function we need to do this manually, job by job which takes far too long.
14 votesHi team, we appreciate your input to product ideas. While we don't have plans for bulk update of Job names right now, I wanted to share some work we've recently released for other bulk actions.
You can now update the Priority, State, Start date, Due date, Staff, Manager or Partner for multiple jobs at once. Select the jobs from the Job Manager page, click 'Bulk actions' and choose the action you'd like to make.
We'll continue to track the interest for other bulk actions for jobs and share if there is any news for you, here. Thanks
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Report Templates - Allow Xero blue client access to Report Templates in organisation
Client access to Report Templates
In Xero HQ as a partner we have the ability to create report packages however it is only for use within our practice, it would be really helpful if we had the option to share these with our clients.91 votesHi everyone, thanks for your votes and comments on this idea. We’ve looked into this request, and at this stage, we won’t be moving forward with it.
Report templates are a beneficial feature designed for our Xero Partners managing multiple clients.
We do understand how important it is to have a consistent and repeatable reporting process. A good alternative is to use the Management Report within the client’s organisation. It allows you to build a customised report pack that can be saved and reused. You’ll find it under the Reports section, and there’s a Xero Central article that steps through how to set one up.
Thanks again for your feedback—it helps shape how we continue to improve reporting in Xero.
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Trust financial statements (NZ) - Update template to comply with IRD
Update New Zealand trust financial reporting templates to comply with the Tax Administration (Financial Statement - Domestic Trusts) Order 2022 as set out in Inland Revenue's Operational Statement OS 22/02, including removing reference to repealed Trustees Act 1956 and replacing with Trusts Act 2019.
Thank you.5 votesThanks for raising, Andrea.
Our Partner Consultants and Account Managers work closely with our Reporting team on compliance requirements.
While it is good to get a sense of the interest on the thread here - If not already we'd also recommend raising this with your Partner Consultant or Account Manager so they're aware of your needs in this, too. 🙂
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Practice manager | Clients - History (new clients and amendments)
Currently is it not possible to generate an exception report showing new clients added during the previous month, quarter or year. This is an important piece of reporting for CRM purposes. Similarly, it would be nice to generate an exception report showing client changes with appropriate attribute filters.
44 votes -
Practice Manager | Quick Time Entry Job Status option
It would be a great help if we could update status for a job as and when the timesheet is done.
At the moment we go to each job and update the status at the end of the day. In my opinion this would save lot my time hovering around.
I have attached a screenshot in pdf to better explain.64 votes -
Xero Tax (UK) | Audit Report Inclusion
We have a number of sets of accounts that have been prepared under FRS102 1A but do still require an audit in the UK as the group as a whole exceeds more than 2 of the thresholds. There is currently no way to simply toggle on an auditors report, with additional free type text fields to file these via Xero Tax, which would be nice to be able to do and save us requiring another piece of software altogether for these clients.
8 votes -
Practice Manager | Xero Tax (AU) - Who approved & signed a return
Improve XPM reporting for Xero Tax to enable extract of who has approved and signed (as tax agent) returns. Preferably including fields from client information - Client, Client Group, Account maanger (aka Partner), Job manager.
4 votes -
Practice Manager | Add Keyboard shortcut
Keyboard shortcuts in Xero Practice Manager
Currently only have a shortcut for search (forward slash) in XPM, would like more shortcuts (like there are in Blue Xero) - eg:
Dashboard / Clients / Jobs / Tax / Business / Reports tabs.5 votes -
Practice Manager - Add date to apply custom task rates
Custom task rate - although the charge out rate can be amended for individual tasks for a member of staff, there is no "from" date that can be specified so it is applied to all un-invoiced WIP. It would therefore be very useful to be able to have the ability to put in a date from when the new rate should be applied.
6 votes -
AU Tax | Email templates - Ability to rename
I would like to know if it is possible to rename email templates that are used when sending returns or Activity Statements Out for Signature. eg: from 'Custom 1' to a more useful name
4 votesHi Lauren, this isn't possible at present. Thanks for starting the idea here where we can start to gather interest in others that'd like to see this too 🙂
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Practice Manager - Set which fields are mandatory on client profile
It would be great to be able to customise if the fields are mandatory or not for new client setups. This would allow us to ensure that the fields we need setup are being setup by the admin team.
11 votes -
Practice Settings | Time & Productivity - Option to show Saturday/Sunday
Change Capacity under Settings/Practice to allow for Saturday and Sunday so that on the Dashboard for Time Summary the time entered on Saturday and Sunday shows and is reflected in the Productivity circle on the Dashboard
15 votes -
Xero HQ | Client list - Option to view client codes
We use client codes for all our clients. There is an option to input this into the client record, but it would be good to be able to see that on the screen and sort by it, rather than just alphabetical list of clients.
18 votes -
Xero Me | Sync timesheets from Practice Manager (XPM)
Can the timesheet in XPM be synchronized to Xero Me?
9 votes -
AU Tax - Custom Cover Letter Placeholders
For Tax return cover letters to have the ability to use the merge field 'Tax Form Due date' from the client record screen. Currently this placeholder is not available to Tax Return Cover Letters.
31 votes
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