Skip to content

489 search results

  1. Organisation settings - Exported Accounting data to include contact name  ·  Feedback

  2. Multicurrency - Stop showing archived Tracking data in reports  · 

  3. Expense claims - auto populate data like date, organisation, amount when uploading  ·  Feedback

  4. Practice Manager - Housekeeping (Assisted PII data removal for archived clients)  · 

  5. Bills - Capture energy usage data when inputting utility bills  · 

  6. Clients - Keep all data entry on one page  ·  Completed

  7. Cash Coding - Copy and paste data across multiple rows or columns  · 

  8. Jobber integration to sync data from Xero  ·  Not in pipeline

  9. XPH | Client - 2 way data sync with Xero account  ·  Gaining Support

  10. Xero Tax - Export data in CSV format  · 

  11. XPM - Generate new client record via ATO Pre-fill Data  ·  Gaining Support

  12. XPM Report Builder - List of all data fields by report type  ·  Feedback

  13. Projects - Improved reports & data fields for estimating  · 

  14. Demo Company - Clear ALL, don't reset, optional data reload and cloning  · 

  15. Online/Offline synching, to enter data when no internet connection.  ·  Gaining Support

  16. Payroll | Instant data refresh / auto sync when entering payroll details  ·  Completed

  17. AU Tax - Exclude Xero figures from worksheet when importing xero data  · 

  18. Payments - Use local time zone to calculate the Date from PayPal data feed  · 

  19. XPM Budget Field - Only available if Staff have Access Financial Data permissions  · 

  20. UK Personal Tax | Include top slicing relief on schedules of data  ·  Gaining Support