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  1. Practice Manager | Xero integration - Identify job number within invoices

    4 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Shelley Roche commented  · 

    It would be great if the job number reference on the Xero invoice was able to overrule the client name when it flows into XPM. For example on a recurring invoice you can add a job reference and have more than one recurring invoice per job. These may be issued to more than one entity within the group but all flow into the one job.

    Alternatively if you could create a job for a Group and then have the invoices flow into XPM and if the job # matches and the client name matches an entity within the group it all goes against that job correctly.

    Check out case #CX0014141010 for more info if needed

    Shelley Roche supported this idea  · 

  2. Xero Tax(NZ) - Losses carried forward

    58 votes

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    5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Shelley Roche supported this idea  ·