Xero Practice Manager – WIP Manager Preview

Last week we previewed the new Filters function in the upcoming first release of Xero Practice Manager.

Today we’ll preview the new WIP Manager.

Following the introduction of a full WIP Ledger for Practice Manager late last year, the release of Practice Manager will provide a new management screen allowing you to better manage and view your WIP. Combined with Filters, you can now view your WIP for the entire practice, by partner, by manager, by job category, or by any combination of the available filters. You can then quickly and easily turn the WIP into draft invoices with the simple click of a button.

As you can see, the new WIP Manager, when combined with Filters, provides a whole new way to view and manage your WIP.

4 Comments

Deborah Harris
May 20, 2014 at 10:45 am

Really like the filtering options for the WIP manager – no more custom building reports

Charles Klvana
May 21, 2014 at 8:27 pm

Ok Chris, I may not like the touch interface, but even I’ve got to admit, that new WIP manager preview looks sweet, and seems a lot more functional than what we’ve currently got. Looking forward to quiker and easier billing with that one!
Although, easier writoffs for those flat fee clients (don’t show in wip jobs) would be useful too.
Well done!

Gayle Buchanan
May 30, 2014 at 6:25 am

Multijob invoicing – high 5

Di Crawford-Errington
June 6, 2014 at 5:15 pm

Looking forward to the update! Reporting is going to be a breeze

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