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This would prevent the need to manually update client records and prevent risk of out of date data.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.
5
votes
Karen Bennett
shared this idea
Hi community, pleased to return and share that the unified client experience is now out to all practices.
Solving for the idea here, you no longer need to update multiple places. Instead all your client information is stored in one place.
Thanks again for sharing and supporting in this here.
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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