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For accountants & bookkeepers: Xero Practice Manager

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XPM | Job Manager - Attach Documents and Notes to Recurring Jobs

It would be great to be able to attach document and notes t Recurring jobs in XPM

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Katina Grieff shared this idea  ·   ·  Report…  ·  Admin →
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  • Alison Walton commented  ·   ·  Report

    When I generate a new job in Jobs I would like my workpapers and standard documents to automatically generate. This would include all my checklists, working papers, engagements, coverletters and any other misc documentation that we need.