Skip to content
← Share and support customer ideas for Xero

Settings and activity

3 results found

  1. XPM | Job Manager - Add notes column with option to add note

    39 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here. 

    An error occurred while saving the comment
    Anne-Maree Crosby commented  · 

    Would be handy to be able to put in comments regarding why a job is at a particular stage rather than have additional multiple stages.

    Anne-Maree Crosby supported this idea  · 

  2. Practice Manager | Invoicing - Default to Fixed Price

    9 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Anne-Maree Crosby commented  · 

    Agree this would be a time saver if default to what our practice uses.

    Anne-Maree Crosby supported this idea  · 
    An error occurred while saving the comment
    Anne-Maree Crosby commented  · 

    In XPM Invoicing the default Pricing Mode is Calculated Price which is the total of the WIP. We need the option to change this to Fixed Price being an amount we decide to invoice to the client. Can this be changed so each practice can have their own preference of default method of billing.
    How many out there use Calculated Price?

  3. Practice Manager | Clients - Date of death field for client details

    240 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  22 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Anne-Maree Crosby commented  · 

    We also have a custom field but agree it would be better as a standard field & show on home page if filled in.