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For accountants & bookkeepers: Xero Practice Manager

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Practice Manager - Search/filter WIP dashboard by billing client

We can search by client. We can search by group (if using group='name'), but we can't search or filter by billing clients. This would be handy to see this option in the WIP menu so all related jobs to that billing client are presented for drafting invoices. Currently the only means to achieve this is via the Business>Invoice menu but the job and WIP display is not as ideal or helpful.

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  • Anna Paton commented  ·   ·  Report

    I would like a column for Client Group to be added so you can easily sort by Client group to help with billing and also to know the state of all the jobs within a client group.