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6 results found

  1. Practice Manager - Re-order multiple jobs on one invoice

    7 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Trudi Johnston supported this idea  · 

  2. XPM - Bill multiple clients in a group from the client group

    10 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Trudi Johnston commented  · 

    This would make group billing much more user friendly and efficient, currently we have to use work arounds and lots of moving timesheets. Some clients like to have the group billed under the main entity.

    Trudi Johnston supported this idea  · 

  3. Bank Rules - Add condition for transaction type

    14 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Trudi Johnston supported this idea  · 

  4. Practice Manager - Sorting Draft Invoices by Job Type

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Trudi Johnston shared this idea  · 

  5. Practice Manager - Display Name for clients

    30 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Trudi Johnston commented  · 

    Display Name and Legal Name Shown

    It would be helpful if the Display Name and Legal Names were shown on the same page when you access a client in XPM.

    When you are looking for the legal name to address a letter to you have to click into the client.

    Trudi Johnston supported this idea  · 

  6. Practice Manager | Timesheet - Manage job status

    64 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Trudi Johnston commented  · 

    Would be a great function and people wouldn't forget to update the status after putting their time sheet entry in.

    Trudi Johnston supported this idea  ·