Settings and activity
147 results found
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6 votes
An error occurred while saving the comment 
Elisa Harris
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4 votes
An error occurred while saving the comment Elisa Harris
commented
Yes! When we first onboarded with Xero our implementation consultant advised that you would be able to choose which you wanted to bill under, if there was a billing entity assigned. We very quickly discovered this is not the case! I can't tell you how many times I have drafted an invoice only to discover it is under a different entity because I didn't know there was a billing entity already set up. Having to then delete the draft and reraise it is inefficient to say the least!
Elisa Harris
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2 votes
An error occurred while saving the comment Elisa Harris
commented
100%. It wastes a lot of time when you think you entered it but now can't find it and have to go scrolling through every timesheet entry (which could be dozens in a day) to confirm if it has been entered. Double entering the same entry is therefore quite common unfortunately.
Elisa Harris
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12 votesElisa Harris
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2 votesElisa Harris
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7 votesElisa Harris
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An error occurred while saving the comment Elisa Harris
commented
I have been saying for a long time that the Financial Permissions need to be updated. There are a vast number of functions which are restricted in 'Financial Permissions,' and yet to provide this permission opens up a broad range of access that the average staff member shouldn't have. Help please!
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10 votesElisa Harris
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3 votesElisa Harris
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3 votesElisa Harris
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3 votes
An error occurred while saving the comment 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.
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16 votesElisa Harris
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32 votesElisa Harris
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11 votesElisa Harris
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10 votesElisa Harris
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35 votesElisa Harris
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83 votes
Hi team. We can see it's been a while since we've provided you with an update about this idea. Looks like it's steadily Gaining Support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated as we go.
Elisa Harris
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84 votesElisa Harris
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8 votesElisa Harris
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77 votes
We understand that managing duplicate contacts can take extra time, and we appreciate everyone who has shared feedback on this. For now, the best workaround is to manually edit and consolidate the details of duplicate contacts before deleting them, as some of you have already pointed out. While this idea isn't currently planned for development, we’re continuing to capture and review feedback as we consider future improvements to Xero Practice Manager. We’ll share any updates here if that changes.
An error occurred while saving the comment 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
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42 votes
An error occurred while saving the comment 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
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Great idea! But you would need to have the option so that people aren't receiving emails they don't want! (eg it's a newer manager so the partner is still reviewing all invoices that go out in the interim. In this case they need the option to be able to turn this off)