XPM - Disburse Xero subscriptions to clients
There needs to be way to bulk import client disbursements in XPM. For example, Xero subscription fees.
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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.
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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
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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
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Carey Batchelor commented
how do other firms handle this?