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Practice Manager API

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Practice Manager API

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2 results found

  1. Add modified since header to Jobs Endpoint

    Similar to the Clients endpoint, add a modified since header to the jobs API. This will reduce the amount of calls we need to make to load jobs allowing us to focus on anything that has changed since we last called the API

    modifiedsince=yyyy-MM-ddTHH:mm:ss

    5 votes

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    0 comments  ·  Jobs  ·  Admin →
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  2. Show Upcoming Jobs under a client’s Jobs tab in Xero Practice Manager

    I would like to suggest adding an Upcoming Jobs section under a client’s profile in Xero Practice Manager, within the Jobs tab.

    This would allow users to quickly see scheduled work for that client without needing to search through other job lists or reports. It would improve visibility, reduce the risk of missed or duplicated work, and make client planning much easier for the team.

    Suggested fields could include job name, status, start date, due date, assigned staff member, and manager/partner.

    1 vote

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