Settings and activity
26 results found
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2 votes
Daniela Depetro
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3 votes
An error occurred while saving the comment Daniela Depetro
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3 votesDaniela Depetro
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8 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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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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132 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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711 votes
Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.
While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.
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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47 votesDaniela Depetro
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179 votesDaniela Depetro
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40 votesDaniela Depetro
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67 votesDaniela Depetro
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257 votes
Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!
With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.
This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website
Daniela Depetro
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315 votes
Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.
We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here
Daniela Depetro
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7 votesDaniela Depetro
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222 votes
Hi team! We've been following the conversation here and appreciate you taking the time to explain the need for this feature.
We understand you’re looking for a way to change the default setting for the ‘Show journal on cash basis reports’ checkbox in manual journals, so that it’s unticked, and that having this box ticked by default can create inaccurate cash basis reports, which is particularly challenging when you’re correcting entries or dealing with a high volume of journals.
We may look into this with a finer lens further down the line, but want to share that there's no immediate works planned to enable changing the default for whether a journal is Cash basis.
As many of you have noted, right now you'll need to manually untick the box for each journal entry.
If any change is planned for this we'll be sure to share with you all, here.
Daniela Depetro
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33 votesDaniela Depetro
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21 votesDaniela Depetro
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5 votesDaniela Depetro
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2 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