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20 results found

  1. XPM - Additional filters on standard reports

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro supported this idea  · 
    Daniela Depetro shared this idea  · 

  2. XPM | AU Tax - Automatically email lodgment confirmation to clients

    41 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro supported this idea  · 

  3. Practice Manager - Add Relationship type

    63 votes

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

    Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.

    Daniela Depetro supported this idea  · 

  4. Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

    79 votes

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    9 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;

    • There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
    • The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below


    Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync

    • Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
      • This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
    Daniela Depetro supported this idea  · 

  5. Practice Manager - Link multiple Xero organisations to one XPM profile

    15 votes

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

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

    50 votes

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

  7. Practice Manager | Clients - Date of death field for client details

    199 votes

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    submitted  ·  21 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro supported this idea  · 

  8. AU Tax: CGT - Option to copy and transfer

    215 votes

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    21 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya everyone, thanks for your input to Product Ideas and letting us know the value of the CGT worksheet for you.

    We're going to move this idea to Under Review as this is something the team have planned over the next 12 months. There are a few other pieces of work lined up before this, so we'll share news when this progresses. Thanks

    Daniela Depetro supported this idea  · 

  9. AU Tax - Agent nomination from Xero

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Daniela Depetro supported this idea  · 

  10. Manual Journal - Ability to set default for 'Show journal on cash basis reports'

    162 votes

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    submitted  ·  52 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Daniela Depetro supported this idea  · 

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

    20 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro supported this idea  · 

  12. Practice Manager | Client Reporting - 'Date Added' field

    13 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro supported this idea  · 

  13. 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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    Daniela Depetro supported this idea  · 

  14. Reports - WIP report with one value per group

    2 votes

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

  15. Job WIP Balances Report - Criteria Search

    3 votes

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

  16. Practice Manager - Customise reports with more fields

    5 votes

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

  17. Practice Manager | Client reporting - Field mapping

    10 votes

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

  18. Practice Manager | Permissions - Add new staff member to all reports

    3 votes

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

  19. XPM - Staff user role templates

    7 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro commented  · 

    XPM Reporting - adding staff to reports - can we bulk add. Also can we somehow group staff into categories so we can easily add the group to reports for example a group called 'managers' etc

    Daniela Depetro supported this idea  · 

  20. XPM - Comment field in Job Manager view

    39 votes

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    under review  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro supported this idea  ·