Settings and activity
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32 votes
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Shelley Roche
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89 votesShelley Roche
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2 votesShelley Roche
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7 votesShelley Roche
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149 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Shelley Roche
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4 votes
An error occurred while saving the comment Shelley Roche
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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
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65 votesShelley Roche
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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