Settings and activity
19 results found
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120 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’
Jared Byrne
supported this idea
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257 votes
Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.
Jared Byrne
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91 votesJared Byrne
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28 votesJared Byrne
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78 votesJared Byrne
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43 votesJared Byrne
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16 votes
An error occurred while saving the comment Jared Byrne
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46 votes
Hi community, thanks for your input in this idea. A comment field in Job Manager is something that our product team would like to explore, however there are other items that need their attention at this time.
For now, we'll move this back to submitted, and will update when there are any further changes to share on this with you all, here.
An error occurred while saving the comment Jared Byrne
commented
This is super important and one of the most annoying features that isn’t in XPM.
Just say the client goes on holiday for two weeks and you need to get back in touch with them at x date, to be able to have a note viewable on the job page is very helpful. Yes you can update the job status and start date but it’s more clunky and too general.
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59 votesJared Byrne
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109 votesJared Byrne
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354 votesJared Byrne
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817 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Jared Byrne
supported this idea
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852 votes
Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.
I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.
While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.
Jared Byrne
supported this idea
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91 votes
Thanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach.
As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice.
At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future.
Jared Byrne
supported this idea
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An error occurred while saving the comment Jared Byrne
commented
AGREE WITH ALL COMMENTS REGARDING NEW INVOICING'S INFERIOR RECEIPT SENDING ABILITY.
THIS IS ALL CAPS BECAUSE IT IS A JOKE THAT FUNCTIONALITY IS GOING BACKWARDS.IT'S NOT EVEN ABOUT AUTOMATICALLY SENDING THE RECEIPT, IT JUST SHOULDN'T BE LIKE 5 OR MORE EXTRA CLICKS TO HAVE TO GO BACK INTO THE INVOICE AND PAYMENT TO SEND THE RECEIPT.
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42 votes
Hi everyone, as Charlotte has mentioned below, this is not a feature we are currently planning to introduce due to other commitments. However, we will continue to monitor this ticket.
In the meantime, as a workaround, the adjustment can be manually entered in both the self employment and partnership schedule.
Jared Byrne
supported this idea
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280 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
Jared Byrne
supported this idea
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156 votes
Hi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.
However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.
We will keep let you know if there is any progression to share here.
Jared Byrne
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248 votesJared Byrne
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44 votes
Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here.
Jared Byrne
supported this idea
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Pretty stupid that we always have to go fix this up tbh