Settings and activity
6 results found
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43 votes
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Emily Ames
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31 votes
An error occurred while saving the comment Emily Ames
commented
I agree with this and all comments. I am surprised this was raised 2 years ago with no movement.
Is there a way to have settings attach to job roles (i.e. Charge out rate and permissions), then you can assign and move staff members to that role.
As an accountancy firm this is an annual review for all staff as a minimum.Emily Ames
supported this idea
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1 vote
Hi Emily, thanks for sharing this fantastic suggestion for improving the invoicing workflow in XPM. We can see how having more direct visibility of costs would make billing decisions much easier.
We've reviewed your idea to add a calculated 'Cost' column on the screen when reviewing task postings to be invoiced. We understand this would help you better judge what to invoice and how much for at a glance.
Your suggestion is now ready to gain support and feedback from others in the community. Along with votes, other users can now share how having this cost visibility would impact their own billing and WIP management processes.
Emily Ames
shared this idea
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1 vote
Hi Emily, thanks for sharing this feedback on how we can make everyday tasks in XPM more user-friendly. We know that improvements to common fields like search and date entry can make a big difference to overall efficiency.
We've reviewed your suggestions for making the client search function more flexible so it searches the entire name, and for allowing dates to be typed in various formats. We can see how these changes would streamline tasks like running reports and posting timesheets.
Your idea is now ready to gain support and feedback from other members of our practice community. Along with votes, others can now share how these kinds of usability improvements to client search and date selection would help streamline their own daily workflows.
Emily Ames
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82 votesEmily Ames
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15 votes
An error occurred while saving the comment Emily Ames
commented
I agree with the above - also, I would like for the reordering of tasks to filter through to existing jobs when using the 'clock' icon for posting timesheets.
Emily Ames
supported this idea
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I would really like to see this happen. We have different payment terms depending on clients that pay by DD or not, and to manually change the email template seems unnecessary and can lead to errors.