Settings and activity
29 results found
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1 vote
Daniela Depetro
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57 votesDaniela Depetro
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3 votes
An error occurred while saving the comment Daniela Depetro
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2 votesDaniela Depetro
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7 votes
An error occurred while saving the comment 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
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1 voteDaniela Depetro
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10 votes
An error occurred while saving the comment Daniela Depetro
commented
agree and it would also be good to have things such as job category, job manager as mandatory fields
Daniela Depetro
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96 votes
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’
An error occurred while saving the comment 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
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1 voteDaniela Depetro
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551 votes
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!
An error occurred while saving the comment 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
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1 voteDaniela Depetro
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Daniela Depetro
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44 votesDaniela Depetro
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73 votes
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
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34 votesDaniela Depetro
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58 votesDaniela Depetro
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214 votesDaniela Depetro
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264 votes
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
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6 votesDaniela Depetro
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178 votesDaniela Depetro
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26 votesDaniela Depetro
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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