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'Job Manager - Add ability to filter by Year' has been merged into this idea

For accountants & bookkeepers: Xero Practice Manager

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XPM Job filters - Add custom fields to Job Manager

Would love to be able to add custom job fields onto the Job Manager dashboard and be able to create filters from them.

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Jason Lyon shared this idea  ·   ·  Report…  ·  Admin →
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  • Jennifer Wain commented  ·   ·  Report

    would like this function to be able to change custom fields instead of having to edit each job would be a massive time saver

  • Sheree Fallon commented  ·   ·  Report

    Would like to be able to add a new custom column in Job Manager so we can filter by Year or Job Name.

  • 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).

  • Ochie Butcher commented  ·   ·  Report

    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