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Settings and activity

99 results found

  1. A way to flag a client's with extra ATO security and steps for lodgement.

    4 votes

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

  2. Practice Manager - Sorting Draft Invoices by Job Type

    3 votes

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

  3. XPM - Job Manager design

    3 votes

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

  4. XPM: closing jobs

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elisa Harris commented  · 

    I disagree, we need this option to archive a job with WIP still on it, to keep staff from accidentally posting to a job/task that is complete but not yet billed.

  5. Sync unique account number from Xero to XPM.

    2 votes

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

  6. Practice Manager - Customise report templates

    2 votes

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

  7. Practice Manager - Draft Invoice Review

    3 votes

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

  8. Job Manager - Set the Primary Contact as the default contact

    6 votes

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

  9. Practice Manager - Display Name for clients

    30 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elisa Harris supported this idea  · 

  10. Practice Manager - Relationship Type

    90 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elisa Harris commented  · 

    Even if it's just a custom relationship, so I can fill in what I want (eg sibling of, grandchild of)

    Elisa Harris supported this idea  · 

  11. AU Payroll - Bulk upload approved leave requests

    23 votes

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    submitted  ·  10 comments  ·  For small businesses » Payroll  ·  Admin →
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    Elisa Harris supported this idea  · 

  12. Practice Manager - 'Sticky Note' on client home page

    31 votes

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

  13. XPM - Replace Radio Buttons with Check Boxes

    7 votes

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

  14. Practice Manager - Delete multiple jobs

    16 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elisa Harris commented  · 

    100% agree - big waste of time to do everything one by one.

    Elisa Harris supported this idea  · 

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

    58 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elisa Harris commented  · 

    Very important, especially for firms that have recently come across to XPM from other software and are facing a mammoth clean up task that must be done manually!

    Elisa Harris supported this idea  · 

  16. Practice Manager | Staff - Report/list of charge out rates

    27 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elisa Harris commented  · 

    Super important to be able to access larger reports of all staff, not just charge out rates but other info like permission settings would be helpful too. This is especially important for larger firms like ours with over 50 staff. It is impractical to be expected to complete these tasks individually and manually.

    Elisa Harris supported this idea  · 

  17. XPM - Timesheets Quick Keyboard shortcuts

    7 votes

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

  18. XPM User Permission - Ability to only remove timesheet view permission

    15 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elisa Harris commented  · 

    100% agree, the financial permissions need to be reassessed and possibly split out. While for some staff I need them to be able to view other staff members' timesheets for ease of billings & WIP analysis, I don't want to provide them the other permissions included in the Financial Permissions.

    Rosalie is right, this permission must be of necessity quite closely restricted due to the broad powers associated with providing it to a staff member.

    Elisa Harris supported this idea  · 

  19. User Roles - Access to timesheets for managers in XPM

    5 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elisa Harris commented  · 

    This is very important, as it cuts down on a significant amount of time when analysing WIP, to be able to view other staff members' timesheets on a job. Kaye is right, this permission is of necessity quite closely restricted due to the broad powers associated with providing it to a staff member.

    Elisa Harris supported this idea  · 

  20. Practice manager - Add start and finish times in timesheets

    6 votes

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