Practice Manager - Stop costs/disbursements being added to a Closed Job
It would be great if they system would not allow disbursements/ costs to be added to closed jobs.
This can cause a lot of admin work when Xero fees are bulk imported to our clients accounts job but is then closed once the accounts have been completed. We have too ensure the job number is updated on the import each time we close a job as the system will allow bulk uploads. It would be great if an error code showed and did not allow this to occur.
25
votes
Georgina Gogarty
shared this idea
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Raewyne Paterson
commented
Yes its just crazy! Takes so much time. Either that or find a better way for us to import your fees. I created a report that shows each month what disbursement codes were closed which cut down the time, but that hasnt stopped the error from happening unfortunately.