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  1. XPM - Add “Assigned Staff” Tab to Invoices

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    1 comment  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    ✨ Hi everyone,

    Thanks for sharing your feedback on this idea and explaining how assigning staff to invoices created in Xero Practice Manager would help improve workflow visibility and accountability through the billing process.

    We can see the value in having a clearer way to show ownership during invoicing, especially where different team members are involved in preparing, reviewing, and following up on invoices.

    We’re moving this idea to Gaining support so others in the community can vote and share how this would help their practice too. The more detail we have on how this would improve day-to-day workflows, the better we can understand the broader impact.

    We’ll continue to monitor the feedback here and share any updates as we learn more.

    Louise Mathers supported this idea  · 
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    Louise Mathers commented  · 

    This enhancement would be extremely valuable for our practice.

    We currently have over 100 draft invoices in the system, some dating back many months. Without a clear way to assign responsibility within the invoice itself, it becomes very difficult to determine where an invoice is sitting in the workflow and who is responsible for progressing it.

    The lack of visibility creates inefficiencies, delays in billing, and unnecessary follow-up between team members. It also contributes to WIP remaining open longer than it should, simply because invoices can become stuck in the approval chain without clear accountability.

    If we were able to see, at a glance, which team member the invoice is currently assigned to — and the status of their part in the process — it would significantly improve workflow management, reduce bottlenecks, and support stronger internal accountability.

    For firms with multi-level review processes and remote team members, this functionality would materially improve billing efficiency and oversight.