XPH - Unified client data sync across Jobs, Tax, and Billing modules
It would be good if each of your sections talked to each other and drew client data (name, address, year end etc) from one source instead of having to key it it. When I add a new job and select a client I am still having to rekey information in that is already stored elsewhere in xero.
2
votes
Stephen McKenzie FMAAT
shared this idea
Hi Stephen, in Xero Practice Manager, client data is designed to sync across these areas, though the way this works can vary depending on the specific fields.
It would be best to reach out to our Xero Support team so they can take a closer look at your account setup and understand which fields aren’t syncing as expected. That will help us confirm whether this is expected behaviour or something that needs further investigation.
