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24 results found

  1. Practice Manager | Job Manager - Bulk assign staff via import

    22 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Christie Maitland commented  · 

    Would love if the CSV import would include job budget and job custom fields. It's available on client custom fields why not be available for jobs.

    Christie Maitland supported this idea  · 

  2. Practice Manager | Client Report - Include primary contact

    84 votes

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    submitted  ·  17 comments  ·  Practice tools  ·  Admin →
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    Christie Maitland commented  · 

    Yes this would be great. We use other integrated software that uses primary contact but the only way we can check the data for this is to check every client which is not possible given our client base.

    Christie Maitland supported this idea  · 

  3. Practice Manager | Jobs - Add custom fields to recurring jobs

    19 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Christie Maitland commented  · 

    Also adding in job categories would be wonderful as well as custom fields.

    It seems so silly that you can set up job custom fields and job categories, but can't use these when creating a recurring job.

    Christie Maitland supported this idea  · 

  4. Email Settings - Specify date/time to send transactions

    698 votes

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    283 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. 🙂

    In early stages right now, but I'll share more news as this progresses. Thanks!

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    Christie Maitland commented  · 

    It would be great if we could schedule the time that the reminders are sent to client's. For example if we could select the timeframe say 9am to 5pm on a week day. Currently they are sent out between 4am and 8am based on the businesses time zone. Client's are not enjoying getting reminders at those times especially on a Sunday Morning. thank you

    Christie Maitland supported this idea  · 
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