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Settings and activity

18 results found

  1. Practice Manager | Invoicing - Default to Fixed Price

    9 votes

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    submitted  ·  6 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

    1 vote

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

  3. We use fixed fee pricing for most of our services but we want to track time and see if the job is profitable.

    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

    1 vote

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    0 comments  ·  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 - Comment field in Job Manager view

    46 votes

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    under review  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    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

    41 votes

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    submitted  ·  17 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

    20 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

    5 votes

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    submitted  ·  1 comment  ·  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

    4 votes

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    submitted  ·  0 comments  ·  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

    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  · 

  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

    151 votes

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

    Hi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.

    However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.

    We will keep let you know if there is any progression to share here.

    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

    32 votes

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    submitted  ·  5 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  ·