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Add “Assigned Staff” Tab to Invoices in XPM.

We would like the ability to assign staff members to invoices created in Xero Practice Manager (XPM) to improve workflow visibility and accountability throughout the billing process.

Currently, when an invoice is open, there are three tabs available:
Information, Notes & History.

We propose adding a fourth tab titled “Assigned Staff.”

Invoice workflow typically moves through several stages:
1. Staff member creates the bill
2. Manager reviews and approves
3. Director reviews and approves
4. Admin completes final processing and sends to the client

Having the ability to assign up to 4–5 staff members directly to an invoice would:
1. Clearly show who is responsible at each stage
2. Improve efficiency and reduce bottlenecks
3. Provide quick visibility of where the invoice is in the workflow
4. Reduce reliance on notes or external tracking systems

By adding a new “Assigned Staff” tab within the invoice screen and ability to select staff from the existing Staff list (similar to other areas within XPM) would be beneficial.

An option to tick/select multiple staff members (up to 4–5)

A status tick box next to each assigned staff member to indicate when their part of the process has been finalised or a drop down for a status selection of (not started, started, review, final review, approved).

Additional filters within the Invoice Manager to filter by Assigned Staff and Status (including status per staff member)

This feature would significantly improve workflow tracking and internal communication, especially for firms with multi-level approval processes and firms with remote workers.