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1203 results found

  1. Practice Manager | Client Revenue Report - with comparatives

    Xero Practice Manager -

    There is a report in XPM, Client Revenue Report, this is great for end of year reporting by client. Unfortunately there is no opportunity to select a comparative. Can we please have the ability to run this report in the same manner as the Income by Contact report in Xero Blue. Thanks.

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  2. Notifications - When partner assigned to a Job

    As we identify Partner for job...useful to allow of custom notification to Partner please.
    Thanks

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  3. Practice Manager | Invoicing - Ability to code based on job

    When we link XPM to Xero, we have to set up a code for Income. This is set to a default code (200 Sales) however we also use codes to differentiate income between Company Accounts, Personal Tax Returns, VAT work etc. Would it be possible to add something that allows us to select the code per job? Or alternatively to allow adding of tracking categories?

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