6 results found
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XPM - Restore “Archive” inside Client record for Standard users
Problem: Standard users can only archive clients from "All Clients" and "Groups", but can no longer archive from the actual Client record, even though Admin users can.
Impact: This is inconsistent and adds extra steps. Standard users need to leave the client, go back to a list or group, then archive. This wastes time and the feature already exists for Admins and used to exist prior to all these changes recently implemented.
Request: Add "Archive" back to the 3-dot menu on the Client record for Standard users, so archiving is available wherever client actions are shown.
25 votesHi team, pleased to share that this functionality has been reinstated and practice staff with Standard permission will now be able to archive a Client from the 3 dot menu in the top right of a Client record.🙂
Thank you for sharing on your needs and engaging with us here.
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Client list - Search for a client using IRD number
Reintroduce the ability to search for a client using an IRD number in XPM as this has been removed with recent Xero updates
10 votesHi team, with a recent update our team have implemented you can now search a Client from the list by their IRD number if saved on their Client record.
We appreciate hearing the use of this search option to you.
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Practice tools | Client lists - Hold saved filter even after switching tabs
In XPM have on the Clients tab the ability to save a filter and it does not reset when switching tabs. E.g. Client list using a filter that equals a "Partner", so the relevant Partner can see only their clients in the list. If this is difficult because of the multiple filters that may have been setup, then make it so the last filter used applies until you change the filter. It works on the Jobs tab where you can select a Partner filter which appears to be setup a different way. If you can get it to do the…
2 votesHi community, thanks for feeding back on this with is here. We appreciate how holding client list filters as you navigate and work in your practice is useful and have released an update so now saved filters persist across navigation and logins.
If you apply a saved filter, move away, and come back - it’ll still be there.😊
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XPM - Select Multiple Jobs to bulk change the job status
Could there be an extra column where you can tick multiple jobs so that the job status can be updated. Not only one job at a time.
44 votesHi team, thanks again for your input to product ideas. We have now released bulk actions for Jobs in Practice Manager.
From the Bulk actions button you'll find a number of items you can bulk update including; Priority, State, Start date, Due date and of course, Staff, Manager or Partner. 😊
We hope you find these actions speed up your workflow and make working with jobs that touch easier!
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XPM | Job Manager - Update dates on Jobs in 'All Jobs' area
I want to be able to update start and end dates on jobs easily in the all jobs screen. Would help a heap with annual accounts planning
3 votesHi all, our teams have been working on the development of the Job Manager table and have released the option to update the date on the jobs from the ‘All jobs’ screen. Thanks for sharing this feedback with us, here!
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XPM - Add [Client] Group field to Criteria section in Report Builder
In Report Builder when building many types of reports (including Client & Contact and WIP Ledger), we would like to be able to filter for just one Client Group.
However, the [Client]Group field is only available in the Fields section, but not the Criteria section of the report. This means we can run a report for all clients and sort by group, but we cannot run a report just for one group.
This reporting is essential when managing an accounting practice - we need to see WIP Ledger entries pertaining to a particular client group, for billing and KPI purposes.19 votesHi community, 👋 thanks for all your support on this idea. I'm popping in to switch it across to delivered!
You'll find that both WIP Ledger and Client & Contact type reports now include the [Client] Group(s) criteria. This allows you to specify the client group you wish to report on.
For more information on which fields can be used in reports see Report Builder data fields'
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