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Reporting improvements out now in Xero Practice Manager

Posted 4 years ago in Advisors by Anesh Budhabhai
Posted by Anesh Budhabhai

After announcing our increased investment in Xero Practice Manager at the last Xerocon, we’ve spent the year building a great team who have made XPM more stable for you. We’ve also built new functionality that we hope you’re finding useful; consolidate your invoice export to Xero, remove WIP, and update job status in bulk.

Now we’re excited to announce that the next XPM enhancements are centred around reporting. We know you want better, more in-depth reporting capability so that’s what we’ve been focusing on.

An improved WIP dashboard lets you view your WIP at a selected date and see your aged WIP totals. We’re also building a standard aged WIP report that you can run at a selected date with a number of grouping options to give you the flexibility and deeper insights you need. Here’s more on each:

WIP dashboard

This is what the new dashboard looks like. You can see the total WIP for all jobs that have been unbilled/uninvoiced for a month by choosing an as-at-date. For those that do the work, we’ve also added a ‘My jobs’ filter so staff can easily view all the jobs they’ve put time against and the total work in progress for each of those jobs.

Aged WIP report

Many people have asked us for the ability to report standard WIP on a specific as-at date, and then view it by percentage of aged WIP or aged categories – such as a specific month or a specific number of days. So we’ve created the aged WIP report for you.

Running the standard report includes: 

  • % of WIP
  • last invoice date (coming soon)
  • last invoice amount (coming soon)

Filtering options include:

  • as-at dates
  • client view

Grouping by:

  • client group
  • client
  • client partner
  • client manager
  • job partner (coming soon)
  • job category (coming soon)
  • job status (coming soon)

Report builder enhancements

We’ve also received feedback that you’d like the report builder to be more useful. So we’ll soon be kicking off a series of improvements that will save you time and make your overall reporting life easier.

One comment

Michele krome
December 23, 2019 at 1.45 pm

Well I tried the My list thing and it all it did was report all Wip.

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