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  1. XPM - Import Job Budgets

    18 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  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. Contacts Ledgers - Ability to pull more than one Contact's ledger at a time

    6 votes

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    3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Elizna, you can run the Receivable or Payable invoice detail reports for multiple contacts at a time. Is there something specific about the Contact Transactions Summary that's missing from these reports that you'd want included ? 

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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  ·