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  1. XPM: Include 'Client Type' field in the csv template for bulk upload

    16 votes

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

  2. Practice Manager - add Job Manager and Partner fields to the Invoice Report

    5 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Imee Bungay shared this idea  · 

  3. Report - Staff member monthly billing

    4 votes

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    2 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Eilish, is there are particular way your staff are recording how they bill customers through your Xero organisation atm? - e.g are you using Projects, or Tracking?

    As you noted there maybe a report that we an suggest that'll fully serve your needs in this here.

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    Imee Bungay commented  · 

    Report that can generate invoices per JOB manager.
    Currently there is no report that can generate these data in the report builder.

    Report that contains the following data:

    - Invoice Date
    - Invoice No
    - Client
    - Job Number or Job Summary
    - Invoiced Amount (GST exclusive)
    - Job Manager (not the account manager)

    we tried to generate using the data above using the WIP ledger per staff but when we add all of them, it does not equal the report generated through Invoice Report.
    This will be useful when you would like to see how much each staff invoiced per month.

    Imee Bungay supported this idea  ·