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6 results found

  1. XPM - Ability to schedule tasks

    11 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Julie McDiarmid commented  · 

    We have just moved to Ignition Billing and this creates an annual job covered by the agreement. I basically need to be able to allocate Q1 BAS start date and due date etc but right now I have to do every single task 1 by 1. I had hoped that labelling might have helped but you can't even list tasks by chosen task rather than all of them. As I currently have 282 jobs that need to have 4 BAS allocated and scheduled I am slowly but surely losing my mind

  2. Job Manager: Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job

    17 votes

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    7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Julie McDiarmid commented  · 

    Similar I want to create an admin job for every client so that the accountants don't keep using adhoc

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

    99 votes

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

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    Julie McDiarmid commented  · 

    I feel like I used to be able to print the Notes Section of the jobs in the reports - has that feature been removed? If so WHY WHY WHY

  4. New Account Summary Report - Search by Account Code

    7 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Julie McDiarmid commented  · 

    We bill our clients under the Account Partner and I need to be able to quickly provide an Invoice report for each Partner. The detailed report allows for this but does not just give me the total of the invoice I have to select the line items even though they are not relevant as it is only the total of the invoice that is relevant.

    If I choose only title the invoice total is added by the number of lines in the invoice and blows out the Receivables Invoice report by literally hundreds of thousands of dollars.

    Julie McDiarmid supported this idea  · 

  5. Practice Manager | Client Reporting - 'Date Added' field

    26 votes

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    submitted  ·  10 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Julie McDiarmid commented  · 

    Absolutely - I have been asking for this for years
    Also added by so that we know where they came from

    Julie McDiarmid supported this idea  · 

  6. Invoices: Repeating Invoices - Bulk Import/Export

    266 votes

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    submitted  ·  105 comments  ·  For small businesses » Business features  ·  Admin →
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    Julie McDiarmid commented  · 

    We have just merged with another firm and I now have to recreate over 650 repearing invoices :(

    Julie McDiarmid supported this idea  ·