Practice Manager | Xero integration - Identify job number within invoices
When pulling invoices through from Xero to XPM (i.e. to report on fees v.s. costs/budget), it would be much more beneficial if XPM could locate its Job Reference Number within the line item description of an invoice, rather than just the invoice reference field.
This would mean multiple XPM jobs could be referenced on the same invoice (e.g. 001 Payroll, 002 Accounts, 003 Bookkeeping), as well as mitigating for firms like ours where we also bill other non-relevant monthly services (e.g. HR, Legal services etc.) on the same monthly invoice to a client.
Thanks!
Simon Robinson
shared this idea
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Shelley Roche
commented
It would be great if the job number reference on the Xero invoice was able to overrule the client name when it flows into XPM. For example on a recurring invoice you can add a job reference and have more than one recurring invoice per job. These may be issued to more than one entity within the group but all flow into the one job.
Alternatively if you could create a job for a Group and then have the invoices flow into XPM and if the job # matches and the client name matches an entity within the group it all goes against that job correctly.
Check out case #CX0014141010 for more info if needed