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Settings and activity

18 results found

  1. Practice Manager | Invoicing - Default to Fixed Price

    11 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Plant commented  · 

    This is a vital setting fix that will save a lot of time. At present we hve to change each and every invoice and at over 5000 invoices per annum that adds up

    Sharon Plant supported this idea  · 

  2. XPM - Create a Quote for a group of clients

    2 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Plant shared this idea  · 

  3. Jobs - Track Fixed fee pricing against staff time

    1 vote

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Plant shared this idea  · 

  4. We do not use milestones - is it possible to stop this showing in jobs so there is less info on the jobs

    2 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Plant shared this idea  · 

  5. XPM - Add the ability to insert {year} or {ClientName} so that it prefills into the job when we create a new job

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Plant shared this idea  · 

  6. Invoices - Allocate write offs to specific staff

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Plant supported this idea  · 

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

    101 votes

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    22 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here. 

    Sharon Plant supported this idea  · 

  8. Practice Manager - add Job Manager and Partner fields to the Invoice Report

    5 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Plant supported this idea  · 

  9. Job Manager - Show completed employee's tasks for jobs with multiple staff allocation

    2 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Plant supported this idea  · 

  10. XPM Timesheets - Represent timesheet entries as blocks on a calendar

    48 votes

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    submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Plant supported this idea  · 

  11. XPM - Ability to favourite recurring time entries

    21 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Plant supported this idea  · 

  12. XPM - Automatic birthday messages for clients

    7 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Plant supported this idea  · 

  13. AU Tax - Report to show ATO due date and suspended date

    10 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Plant supported this idea  · 

  14. Billable Expenses - Feature to flow through to XPM Clients

    7 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Plant supported this idea  · 

  15. XPM - Include task start and due dates in job imports.

    4 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Plant supported this idea  · 

  16. XPM - Add Pause button

    164 votes

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    14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone, we get how a 'pause' button would help when juggling multiple tasks, and avoid the need to stop and restart the timer. We want to be honest that there aren't any plans for developing a pause option within XPM. Our teams focus for the time being is on development of the unified practice experience that'll soon be released with the Xero Partner Hub. You can read more on this through our website.


    Sharon Plant supported this idea  · 

  17. leads - Existing activities to auto allocate to owner

    4 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Plant shared this idea  · 

  18. XPM - Ability to view Job's state history

    61 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Plant commented  · 

    This is vital so that w can analyse how long a job has been ready to start and ensure KPI's of turnaround are met.

    Sharon Plant supported this idea  ·