Settings and activity

14 results found

1. XPM (AU) - Automatic retrieval / daily scheduling of PLS report

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Laura Sinclair supported this idea  ·  07 October, 2024

2. New Invoicing - Reduce number of steps and clicks

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   260 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

   We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop down, and we’ll be bringing back the ability to view the number of stock on hand.

   As mentioned in my last post, our team is developing shortcuts for the drop down actions like Approve and Save so you have more ease of selecting the option that's best for you.

   We also have some updates coming to;

   • The Contact card, so you’ll be able to add more details without having to go to the contact record, like more address lines, ability to look up addresses, and entering an Attention to all items we’ve heard lots of feedback on
   • Issue and Due date picking where we’ll make it quicker to simply select a calendar date and we’ll be adding more keyboard shortcuts such as the ability to enter +0 for today’s date
   • Ability to drag & drop files that we’re enhancing so you’ll be able to do this anywhere on the invoice rather than a specific area

   Again, thank you all for sharing and continuing to let us know the improvements that make a difference for you when working with new invoicing. We'll update you as items I've mentioned above are released.

   Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

   We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop… more

   Laura Sinclair supported this idea  ·  07 October, 2024

3. Automatic Email address update in Xero Blue from XPM

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   0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Laura Sinclair supported this idea  ·  25 September, 2024

4. Practice Manager - Report on client bank details inc fields BSB, Account number, Account name.

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Laura Sinclair supported this idea  ·  25 September, 2024

5. XPM - Report on Fee from Refund Field

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   submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Laura Sinclair supported this idea  ·  11 September, 2024

6. Practice Manager - Ability to merge contacts (not clients)

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   submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Laura Sinclair commented  ·  05 September, 2024  ·  Edit…  ·  delete…

   Disappointed to not hear anything about this today at the Roadshow. It's something we've been told has been in the works for some time, but haven't heard an update in a while.

   We have the ability to re-use contacts for new entities being added to XPM, but we need an efficient way to merge our pre-existing contacts. It is crucial to using integrations such as CAS360 and Class as more duplicates are coming through when enabling these plugins.

   Any update on this would be appreciated - thanks Xero.

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   Laura Sinclair supported this idea  ·  24 August, 2023

7. XPM - Create a registered office field on contact details for companies

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   submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Laura Sinclair commented  ·  05 September, 2024  ·  Edit…  ·  delete…

   This would be extremely helpful, especially with the CAS360 integration. We have so many companies we can't match as the address in CAS360 is the registered office (our address) but in XPM we have the address that we send everything to. This would significantly improve the integration.

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   Laura Sinclair supported this idea  ·  13 December, 2023

8. Practice Manager - Audit trail for client history

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   submitted  ·  20 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Laura Sinclair supported this idea  ·  14 August, 2024

9. Xero tax - Separate 'Client To Sign' & 'Tax Agent to Sign' lists

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   submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Laura Sinclair supported this idea  ·  13 December, 2023

10. Practice Manager | Add Non-Clients for use in a Relationship

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Laura Sinclair supported this idea  ·  24 August, 2023

11. Invoices - Allocate write offs to specific staff

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Laura Sinclair supported this idea  ·  24 August, 2023

12. XPM | Job Manager - Add notes column with option to add note

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    under review  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Laura Sinclair supported this idea  ·  24 August, 2023

13. XPM - Comment field in Job Manager view

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    under review  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Laura Sinclair supported this idea  ·  24 August, 2023

14. XPM - Add multiple email addresses for client

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    submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Laura Sinclair supported this idea  ·  24 August, 2023