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XPM Integration - Timesheet Notes
When separate time entries are created under different jobs in Xbert, but mapped to the same billing area in XPM, the timesheet notes are all merged into the first time from that day's entry in XPM. This makes it difficult to know which time entries relate to what note when preparing bills in XPM and choosing which time to write off.
2
Please fix client selection in task Client Time Customisation
When trying to customise time on a task template for an individual client, I cannot select any clients to customise time differently to the default task time.
2
Ability to map user's preferred name in XBert to their full name in Xero Payroll for capacity visibility.
As an example a staff member's legal first name could be John, but their preferred name is their middle name. This effects the Xero Connection as the leave requests don't pull through to XB.
0
Clearer View to Quick Start Guide
0
Adhoc task - auto update if template used to create the task changes
If a task is created on a schedule from a template, and the detail in the template changes, then the task also updates. This does not happen if a task is created via "add task" + create from template - would be great to have this update automatically
1
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