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6 results found

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

    11 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Trudi Johnston commented  · 

    A lot of the time we want the annual accounts job shown on the invoice first as this is the main job we are billing - then followed by the extra GST/Advisory jobs. It would be great to have the option to reorder the jobs on the invoice.

    Trudi Johnston supported this idea  · 

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

    22 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

    16 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

    32 votes

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    submitted  ·  9 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 | Quick Time Entry Job Status option

    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  ·