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  1. XPM - Import Job Budgets

    26 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Belinda Minhinnick commented  · 

    Hi Juanita

    Were all of your budget amounts the same? We are an accounting firm, so all of the budgets for the jobs are very different.

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    Belinda Minhinnick commented  · 

    I can't believe it isn't an option currently, it's such an important part. We do similar to Petra, and we use that as the base budget so the accountants can accordingly calculate their hours and advise if it is going to go over budget early on.

    Belinda Minhinnick supported this idea  · 

  2. Contact Transactions Summary - Select multiple contacts

    6 votes

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    3 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, appreciate the additional feedback and it's been some time since our last engagement here.

    We don't have any plans for enabling the Contact Transactions Summary or sub reports to be run for multiple contacts at once right now.

    Appreciate the needs expressed here on getting more visibility for reviewers to be able to clearly see payments against accounts and this is something we'll keep in mind as we continue to build out our reporting in Xero.

    For now the Receivable and Payables Invoice detail reports would be the best option. If needing to zone into payments you could filter by source within this report. Thanks

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    Belinda Minhinnick commented  · 

    Exactly what Elizna has shared, it is a report that we'd love too. So at EOFY I am able to do a dump in Excel and our accountants can filter their clients as required.

    Belinda Minhinnick supported this idea  ·