XPM - Disburse Xero subscriptions to clients
There needs to be way to bulk import client disbursements in XPM. For example, Xero subscription fees.
-
Sheree Mason commented
Agreed, this process should be automated by Xero. Our firm is supporting Xero with client subscriptions; Xero should be supporting us by automating the processing of these costs on to the clients. Currently, our firm is spending countless hours entering this information into XPM, to then invoice the disbursement onto the client, with no benefit to our firm. As Adele said, Xero knows who our clients are, the Xero ledger is linked to the client in HQ. This update should be considered a high priority.
-
Louise Harris commented
there should be a way to use the Import tool in General settings to be able to add xero subsription cost to clients jobs
-
Adele Wardley commented
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.
-
Naomi McDonald commented
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
-
Carey Batchelor commented
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
-
Carey Batchelor commented
how do other firms handle this?