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Xero Practice Manager – Filters Preview

Posted 4 years ago in Advisors by Adam Moore
Posted by Adam Moore

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

Practice Manager – filters from Xero on Vimeo.

As you can see, Filters brings a new dynamic to how you view and manage your data within Practice Manager.


May 9, 2014 at 11.44 am

Are you able to convert from quotes to job number /orders then when job / order is complete to an invoice simular to purchase orders procedure which follows to a draft bill and finally to an invoice.

Chris Spence in reply to Michael
May 12, 2014 at 8.08 am

@Michael – Yes, both Practice Manager and WorkflowMax (our Job Management solution) support the flow you describe

May 11, 2014 at 11.10 pm

Looks great!

Di Crawford-Errington
May 18, 2014 at 10.53 am

Looking forward to update coming June guys. This will be a great function.

June 11, 2014 at 12.45 am

Hey mate, whens WorkFlow max gonna get some love? Starting to look little dated mate. Xero is beautiful, and WorkFlow max is the ugly brother I have to use everyday…

Chris Spence in reply to Richard
June 11, 2014 at 8.19 am

@Richard – Once the timesheet redesign is completed we will be enabling the new user interface for all WorkflowMax users.

June 12, 2014 at 2.47 pm

@Chris – are there plans to add the cool Filter feature to the Jobs screen (the old Job Manager) – at moment, you can either view Overdue Jobs, Jobs Due this week etc etc for the entire business or you can view My Jobs. You cant view My Overdue Jobs for example

Chris Spence in reply to Tim
June 12, 2014 at 3.20 pm

@Tim – We’re currently finalising the design for the new Job Manager, the new Filtering functionality will definitely be included.

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