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

    27 votes

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    under review  ·  9 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    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

    6 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Anne-Maree Crosby commented  · 

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

    Anne-Maree Crosby supported this idea  · 
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    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

    191 votes

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    submitted  ·  21 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    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.