Skip to content
← For accountants & bookkeepers

Enter your idea

For accountants & bookkeepers: Xero Practice Manager

Categories

(thinking…)

Add Groups to Job Manager filtering/sorting columns

Job Manager - can we please add the option of Group to the filtering/sorting columns to allow us to view jobs/allocations by business/family groups

18 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Ochie Butcher shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Virginia Sam commented  ·   ·  Report

    Job manager - Add a column to display client "Group" so jobs can also be viewed, filtered and sorted by group.

  • Nick Wilkinson commented  ·   ·  Report

    Yes. Asked about this by a number of practices.
    Missing fields such as Client Groups, Description and Custom Fields would allow for enhanced workflow insights (this would save on custom reports or Excel extracts that are currently required).