Practice Manager - add Job Manager and Partner fields to the Invoice Report
In the XPM report builder, when a firm is working as a team based client and each team composed of several staff. It would be beneficial to have the option to include additional fields of the job manager and partner in the invoice report. Currently, we are only able to select the manager and partner at the client level.
If this feature were added, it would enable the accurate generation of reports for each staff member who completes a job and track better if each staff has a KPI of a particular budget that he/she needs to reach each month.
Imee Bungay
shared this idea
-
Adelle Brown
commented
As a firm with 7 Partners this is critical for us. I would also like the ability to run the Aged Receivables reports to include the (latest 3?) notes on each client on the report.
-
Petra Main
commented
We would like to be able to add the Partner from XPM to the invoices when they go through to Xero blue so we can filter and report on invoices by partner, for example to filter outstanding invoices by partner.