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

    16 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Veronica Swanepoel supported this idea  · 
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    Veronica Swanepoel commented  · 

    Good day,

    Would it be possible to allow us to import the staff assignment via the CSV import file rather than assigning staff afterwards. Same for the template, category and job state.

    Regarding the bulk staff assignment function, could we add filters and have the columns sort when you click on the column headings of this section please.

    These two short comings is creating a huge delay in annual job creation for routine jobs.

    No we cannot use re-curing jobs as XPM does not have the functionality yet to choose the date on which the re-curing job is created, you can only select the start and due date of the job.

    Regards,
    Veronica

  2. Practice Manager - Search custom fields

    9 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Veronica Swanepoel commented  · 

    Would like to see the ability to search for clients based on company registration number, we also create custom fields for other tax registration numbers such as VAT and PAYE and would like to be able to find the client based on these numbers. Reason for this being tax authorities in South Africa tend to send communications with only the tax number in the communication and not the tax payer name