4 results found
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XPM - Allow multiple customers to be invoiced on one invoice
XPM - add the facility for one invoice to be raised for mulitple customers.
We have one holding company for mulitple companies, that wants only one invoice for them all2 votesHi! Did you know it's already possible to do this in XPM?
To invoice multiple clients under a single holding company, you can set the holding company as the billing client for the other companies and create a single invoice for them all by going to Business > Invoices.
We have a bit of help around this in the Xero Central article Assign and invoice a billing client but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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XPM - Ability to notify user of a change to a job
When something on a job changes (e.g. information is received from a client) it would be good to be able to automatically notify the staff member the job is assigned to in some way.
1 voteHi! Did you know it's already possible to do this in XPM?
Notifications can be set up by going to Business > Settings > Notifications, for notifications when new documents are added you can complete the 'New Job Document' section.
The Set up practice notifications has more information on setting up custom notifications, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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XPM - Add a Tax return/BAS etc without adding a job
Would be great to be able to add a tax return/BAS etc without adding a job - for firms that don’t use job management in XPM but use XPM for the workpapers.
1 voteYou can already do this in Xero Natalie. We have a bit if help around this in Xero Central, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Account codes printing on journals
Would it be possible to be able to have the account codes on the pdf manual journal report pleasse. Right now its annoying not to know which codes were used without having to print the journal and then review the chart of accounts to write down the codes manually by hand. The only alternative is to use workpaer journal templates which means doing the journals twice.
3 votesExcellent 🙂 - thanks for your confirmation, Tracy. In that case we'll move your post to Existing functionality and this is already possible within Xero.
If you need any help getting the Journal report set up, just raise a case with our specialist through Xero central who can give you a hand.
Once you've got it all set up as you'd like, you could also save as Custom so you can quickly navigate and run this styled report any time.
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