Settings and activity
4 results found
-
3 votes
HI Sally, jumping back on your idea here our team are working on providing more flexibility to the info you view from Job Manager.
Right now, we're developing columns for Staff, Manager and Partners. Around the same time we expect to deliver these additions, we'll also enable you to hide detail you'd prefer not to view. So, you can decide and only see the information relevant for you when viewing Jobs.
We'll return to share more when this is available🙂
An error occurred while saving the comment 
Faida Mandozzi
supported this idea
·
-
44 votes
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 Faida Mandozzi
commented
Is it possible to add a few extra columns to XPM - All jobs board rather than creating different reports or clicking on different jobs/pages to collate basic client information. I would like to add the following columns to assist with Trusts and Superfunds.
-Trustee/Company Name
-Invoice NumberCurrently, if you invoice a Trust e.g. ABC Family Trust for XYZ Pty Ltd (Trustee), I would like to see both entities in Jobs board and not just ABC Family Trust. This comes in handy when chasing payments or matching jobs as a result in separate jobs linked to a Trust or Superfund. E.g ASIC annual reviews are billed separately to tax returns and so forth. Happy to discuss further. Thanks.
Faida Mandozzi
supported this idea
·
-
2 votesFaida Mandozzi
shared this idea
·
-
1 voteFaida Mandozzi
shared this idea
·
Is it possible to have access to be able ''add'' in a custom column to the Job Manager screen as it is not currently possible to add an extra column to the job manager, as the columns are not customizable. Thanks.