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112 results found

  1. XPM - Sync unique account number from Xero to XPM.

    14 votes

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

  2. Reporting - Options for Font colour & type

    28 votes

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    submitted  ·  9 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Elisa Harris supported this idea  · 

  3. Practice Manager - Draft Invoice Review

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

    9 votes

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

  5. Practice Manager - Display Name for clients

    32 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elisa Harris supported this idea  · 

  6. AU Payroll - Bulk upload approved leave requests

    31 votes

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    submitted  ·  12 comments  ·  For small businesses » Payroll  ·  Admin →
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    Elisa Harris supported this idea  · 

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

    38 votes

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

  8. 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  · 

  9. Practice Manager - Delete multiple jobs

    25 votes

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    submitted  ·  5 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  · 

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

    70 votes

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    submitted  ·  15 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  · 

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

    33 votes

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    submitted  ·  7 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  · 

  12. XPM - Timesheets Quick Keyboard shortcuts

    9 votes

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

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

    25 votes

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    submitted  ·  9 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  · 

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

    10 votes

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    submitted  ·  2 comments  ·  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  · 

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

    8 votes

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

  16. Timesheets AU - Report on employee's start times

    6 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers  ·  Admin →
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    Elisa Harris supported this idea  · 

  17. XPM - Lock timesheets when a draft final invoice has been prepared.

    46 votes

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

  18. XPM - Today option 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  · 

  19. XPM Timesheets - Timesheet templates

    17 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elisa Harris supported this idea  · 

  20. XPM - move timesheet entries between tasks/jobs from within a draft invoice.

    12 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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