Xero HQ - Sync custom fields and client notes
Sync all data to Xero HQ.
We have been moved over to single client record and need notes and custom fields to be synced as well please.
This would prevent the need to manually update client records and prevent risk of out of date data.
Thank you.
Karen Bennett
shared this idea
Appreciate the need for succinct records, and we're pleased to share that this'll soon become a thing of the past with Xero Partner Hub - This'll combine your practice tools into one centralised experience. Meaning you have all client details in one place, no more need to update in HQ and Practice Manager 😊
If you're not across the announcement you can read up on our blog. I'll return to share as this rolls out to Partners.
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Sophie Spraggon
commented
Hi, I wondered if any update was available on this feature request? I am looking to add a custom field for 'client team' which I will need to replicate across Xero and XPM. Thx