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Settings and activity

6 results found

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

    9 votes

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

  2. XPM | Jobs for Auto Activity Statement - Prefill Partner & Manager Fields included

    8 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Katrina Tohme supported this idea  · 

  3. Practice Manager - Delete multiple jobs

    13 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Katrina Tohme supported this idea  · 

  4. Practice Manager | Jobs - Bulk Reallocate Staff in Recurring Jobs

    31 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Katrina Tohme supported this idea  · 

  5. XPM | Job Manger - Bulk allocating Task/s to Multiple Existing Jobs

    6 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Katrina Tohme supported this idea  · 

  6. Practice Manager | Xero Tax (AU) - Link Tax Return to a job once it's been created

    36 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Katrina Tohme commented  · 

    As new users to Xero, we have found this to be a very frustrating oversight. If accountants create a job, then later decide they want to bill it under a related client or send out the tax returns as a group, there is no option for them to unlink then relink tax returns to the desired job. This means we have to track multiple jobs for one invoice to ensure nothing gets missed during lodgement.

    Katrina Tohme supported this idea  ·