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Xero

XPM - Disburse Xero subscriptions to clients

There needs to be way to bulk import client disbursements in XPM. For example, Xero subscription fees.

9 votes

Zoe Short shared this idea · 06 September, 2023 · Report… · Admin →

submitted ·

AdminEthan M (Admin, Xero) responded · 19 October, 2023

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Louise Harris commented · 23 September, 2024 12:37 · Report

there should be a way to use the Import tool in General settings to be able to add xero subsription cost to clients jobs

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Adele Wardley commented · 04 July, 2024 13:41 · Report

Agree with this. Xero knows who our clients are, the xero ledger is linked to the client in HQ- it should be so much more automated than the current manual processes.

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Naomi McDonald commented · 01 May, 2024 11:10 · Report

There is a way to import "job costs" onto jobs in XPM:

https://central.xero.com/s/article/Enter-costs-and-expenses-on-a-job#Importajobcost

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Carey Batchelor commented · 12 March, 2024 16:58 · Report

actually good article on how to treat these disbursements as recurring invoices - no need to have a job to attach to - https://support.linkacademy.com/hc/en-us/articles/360001254895-How-to-Manage-Xero-Subscriptions-Invoiced-Separately-from-Accounting-Fees-in-XPM

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Carey Batchelor commented · 12 March, 2024 16:38 · Report

how do other firms handle this?

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