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7 results found

  1. Practice Manager | Invoices - Invoices of all status in once screen with a Paid indicator

    24 votes

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    0 comments  ·  Xero Partner Hub » Partner Hub Navigation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    We appreciate you sharing feedback on the beta experience, Carol. We'll begin to get feedback and support for this through your idea. Our product teams are keeping a close eye on this forum and I'll be sure to share if there's any change planned

    Shelley Roche supported this idea  · 

  2. XPH - Bulk address change from Client group

    250 votes

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    86 comments  ·  Xero Partner Hub » Clients  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all the engagement and sharing how valuable this feature is to managing your clients with Xero.

    I understand the desire for another update and am pleased to share that this is something our product teams will be addressing and are working on developing within the new unified client experience.

    I'll share more news here as this gets closer to release.

    Shelley Roche supported this idea  · 

  3. Practice Manager: Job Costs - Ability to move to another job

    48 votes

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    submitted  ·  15 comments  ·  Practice tools  ·  Admin →
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    Shelley Roche commented  · 

    It would be great if you could also re-allocate invoiced amounts to a different job i.e. wanting to consolidate invoiced amounts into one job if wrong reference used or things change

    Shelley Roche supported this idea  · 

  4. Practice Manager - Relationship Type

    185 votes

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    50 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.

    While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.

    We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.

    Shelley Roche supported this idea  · 

  5. Practice Manager - Reassign invoice to a different client or job

    6 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Shelley Roche shared this idea  · 

  6. XPM - move timesheet entries between tasks/jobs from within a draft invoice.

    13 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Shelley Roche supported this idea  · 

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

    4 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  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  ·