Over the next four weeks we will preview some of the new features in the upcoming first release of Xero Practice Manager scheduled for mid June.
Today we’ll preview the introduction of Filters.
One of the challenges when managing large numbers of jobs and/or clients is locating the information which is important and relevant to you. Filters allows you to create and save search conditions letting you quickly and easily locate the data you’re interested in when you need it.
Using Filters you can create search conditions to:
– List my clients only
– Show WIP for the jobs I’m managing
– Manage Draft Invoices for a specific Partner
– List Tax Returns that my team is working on
As you can see, Filters brings a new dynamic to how you view and manage your data within Practice Manager.