Practice Manager - Link multiple Xero organisations to one XPM profile
Be able to link multiple Xero files to one XPM client.
Eve Ellerin
shared this idea
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Rhianan Henderson
commented
It would be fantastic if XPM could facilitate multi-entity invoicing. I.e. syncing invoices relating to certain staff/clients/jobs to a second (or third) Xero blue file. Having 3 ABNs running though 1 practice management system currently requires either 3 instances of XPM, tricky for those staff collaborating across different divisions or a lot of manual manipulation to split fee income.
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Rhianan Henderson
commented
It would be fantastic if XPM could facilitate multi-entity invoicing. I.e. syncing invoices relating to certain staff/clients/jobs to a second (or third) Xero blue file. Having 3 ABNs running though 1 practice management system currently requires either 3 instances of XPM, tricky for those staff collaborating across different divisions or a lot of manual manipulation to split fee income.
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Jingru Zhao
commented
One product idea for people working under multiple practices, would it be possible to have all the Xero tax functions included? Eg, Income tax, BAS, company return etc.
Similar to adding multiple clients under the practice, this would really help for people working under multiple practices.
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Nikki Affleck
commented
Big impact to the current Single Client Record process if this was in place