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  1. 10 votes

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    Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks 

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    Carey Batchelor commented  · 

    This would definately be an advantage, since we may have 2 clients with the same name, searching by TFN is critical. I also think Renea meant that searching client contacts within practice manager.

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  2. 200 votes

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  3. 13 votes

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    Carey Batchelor supported this idea  · 
  4. 22 votes

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  5. 22 votes

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  6. 14 votes

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  7. 10 votes

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    Carey Batchelor commented  · 

    Definately need this and without the spaces fields too!

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  8. 29 votes

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    Carey Batchelor supported this idea  · 
  9. 64 votes

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  10. 5 votes

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    An error occurred while saving the comment
    Carey Batchelor commented  · 

    actually good article on how to treat these disbursements as recurring invoices - no need to have a job to attach to - https://support.linkacademy.com/hc/en-us/articles/360001254895-How-to-Manage-Xero-Subscriptions-Invoiced-Separately-from-Accounting-Fees-in-XPM

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    Carey Batchelor commented  · 

    how do other firms handle this?

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  11. 15 votes

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  12. 50 votes

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  13. 12 votes

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    Carey Batchelor supported this idea  · 
  14. 39 votes

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    Carey Batchelor supported this idea  · 
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    Carey Batchelor commented  · 

    we use notes in the job for this and yes would be good to be able to view the notes from the job manager view.

  15. 63 votes

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    Carey Batchelor supported this idea  · 
  16. 85 votes

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    Carey Batchelor supported this idea  · 
  17. 3 votes

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    Carey Batchelor shared this idea  · 
  18. 27 votes

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    Carey Batchelor commented  · 

    Definately need this, so inconvenient to have to delete cost and reenter on correct job.

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