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  1. 3 votes

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    Daniela Depetro commented  · 

    The Productivity Dashboard calculates productivity different to that of a built report. The % of productivity on the dashboard should be calculated as follows

    - Actual Productivity Divided by Actual Hours.
    Currently it divides Actual Productivity to Actual Capacity which is incorrect. The Actual Capacity is not actual hours and it needs to be

    Daniela Depetro supported this idea  · 
  2. 2 votes

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    Daniela Depetro supported this idea  · 
  3. 7 votes

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    Daniela Depetro commented  · 

    Further to this - it would be good to add 'start of this year' and 'End of This Year' to the report builder criteria filters - see attached

  4. 1 vote

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    Daniela Depetro shared this idea  · 
  5. 10 votes

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    Daniela Depetro commented  · 

    agree and it would also be good to have things such as job category, job manager as mandatory fields

    Daniela Depetro supported this idea  · 
  6. 82 votes

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    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’
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    Daniela Depetro commented  · 

    agree, this needs to be looked at immediately. We have had so much trouble with contacts being duplicated etc when we turn on the ‘Every time client or supplier details are updated’ that we have had to switch to 'never' and make the changes manually in Xero. Very frustrating. Xero should sync with XPM and HQ.

    Daniela Depetro supported this idea  · 
  7. 1 vote

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    Daniela Depetro shared this idea  · 
  8. 502 votes

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    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.

    We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!

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    Daniela Depetro commented  · 

    Would like the ability to schedule the automation of reports and be emailed to staff. For example, schedule each Monday morning to have a WIP Aged Ledger report processed and emailed to staff.

    Daniela Depetro supported this idea  · 
  9. 1 vote

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    Daniela Depetro supported this idea  · 
    Daniela Depetro shared this idea  · 
  10. 41 votes

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    Daniela Depetro supported this idea  · 
  11. 66 votes

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    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  · 
  12. 20 votes

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    Daniela Depetro supported this idea  · 
  13. 53 votes

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    Daniela Depetro supported this idea  · 
  14. 206 votes

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    Daniela Depetro supported this idea  · 
  15. 228 votes

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    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  · 
  16. 5 votes

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    Daniela Depetro supported this idea  · 
  17. 166 votes

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    Daniela Depetro supported this idea  · 
  18. 22 votes

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    Daniela Depetro supported this idea  · 
  19. 13 votes

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    Daniela Depetro supported this idea  · 
  20. 5 votes

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    Daniela Depetro supported this idea  · 
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