Settings and activity
17 results found
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113 votes
Stacey Nitschke
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280 votes
Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.
An error occurred while saving the comment Stacey Nitschke
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23 votes
An error occurred while saving the comment Stacey Nitschke
commented
This is also a huge issue for us.
This takes me a lot of wasted admin hours comparing the ledgers we are charged to the client list to make sure none have slipped through. I try to run a report to show who has been archived every month so I can just check those however it is not fool proof.
It is also frustrating that you have to restore the client just to cancel the subscription. And then when you archive it in XHQ you get a pop up warning to say their is an active file. That warning is in the wrong system. It needs to be in XPM.
Stacey Nitschke
supported this idea
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8 votes
Thanks for your feedback here. Currently when you create a credit note/overpayment the balance is reflected in the contacts record. This shows as a negative value in the list of the customer's invoices.
With new invoicing, if you create an invoice for a contact that has outstanding credit, you'll be asked if you'd like to allocate this credit once the invoice has been approved. You'll also see the available credit and option to apply each time you view an approved invoice.
While it's not possible to allocate credit from one contact to another you could edit an existing credit note to change the contact without having to recreate it from scratch.
Stacey Nitschke
shared this idea
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31 votes
An error occurred while saving the comment Stacey Nitschke
commented
This would be extremely helpful. Nothing worse than having to open up the tax return to find the outcome of the return, especially when you are checking multiple returns. If this could feed into the Tax Return screen in XPM under the client it would be amazing.
Stacey Nitschke
supported this idea
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122 votes
Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
Stacey Nitschke
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47 votesStacey Nitschke
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10 votesStacey Nitschke
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31 votes
An error occurred while saving the comment Stacey Nitschke
commented
The sooner this is updated the better. We have many clients that like to pay small amounts weekly before their jobs are even in our system. Xero makes this incredibly hard to track. It would be so much easier if you could see the correct balance whether it a credit or debt. It would also be helpful if you can allocate the prepayment to other entities. We have had issues where a client has over paid, we have receipted as an overpayment, then an invoice is created under a different entity and if the client wants to use that credit against the bill you have to un-reconcile the original payment. It a lot of mucking around.
Stacey Nitschke
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3 votesStacey Nitschke
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42 votesStacey Nitschke
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An error occurred while saving the comment Stacey Nitschke
commented
We added custom fields for Date Created and Archived to keep track of when they became a client, which staff member created them etc and the same for Archiving the client. I was surprised that this wasnt an automatic option.
But I agree with he others, that history trails of when changes were made and by who would be extremely helpful.
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373 votesStacey Nitschke
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12 votesStacey Nitschke
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41 votes
Hi community, thanks for your continued input to the idea here. While this isn't something we have planned in the near term, we wanted to share a possible
alternative where you could send the prepayment transaction to your customer.
Unallocated customer prepayments can be found on the Awaiting Payment tab on your sales screen. You could add a separate invoice template to use with receipts for prepayments and consider making the following changes.
- Change the 'Approved Invoice title' field to Receipt.
- Deselect the Show unit price and quantity columns.
- Deselect the tax column.
- Deselect the Show payment advice cut-away
We'll continue to stay tuned to the idea here, and let you know if there's change.
Stacey Nitschke
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52 votesStacey Nitschke
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153 votesStacey Nitschke
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189 votes
I agree this would be great.
In the mean time we have used the Custom Fields to create fields such as Client Created, Client Created By, Archive Date, Archived by etc.
This is useful when staff use the function properly, but not everybody does.