Practice Manager: JOB COSTS & MILESTONES - option to add or remove when copying a job
Currently when copying a job then the costs and milestones are automatically copied as well. It would be great to be given the option to copy these or not. Most of the time we do not want to copy these specifically the costs
Michelle Geldenhuys
shared this idea
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Helen Norman
commented
Very frustrating situation and makes us (and the software) look unprofessional.
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Helen Hardegen
commented
Clients are very unhappy when a cost is charged twice as it is copied over with a job when we are unaware it is being copied. Please Xero, you need to fix this.
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Amy Congram
commented
I have been caught out by this 2 years in a row now, because at no point does it flag with you that the costs will be copied across. Having the option to not include costs in a job when copying would be a very useful feature. Like Kim, I will probably create new jobs in the future as now I have to delete ALL the costs that have been copied across, despite the fact that they have been billed already.
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Kim Clark
commented
I personally do not use the copy function because the costs are copied across, which is a shame because the function would be perfect otherwise. The ability to delete job costs after copying even would be a great addition.
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Jean Sutherland
commented
Please add this feature. I have never wanted the costs copied from an existing job and it just creates extra work every time.