Settings and activity
221 results found
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68 votes
Jacqui Trumper
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52 votesJacqui Trumper
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114 votesJacqui Trumper
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15 votesJacqui Trumper
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11 votesJacqui Trumper
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43 votesJacqui Trumper
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68 votesJacqui Trumper
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25 votesJacqui Trumper
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13 votesJacqui Trumper
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109 votes
Totally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.
While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂
Jacqui Trumper
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44 votesJacqui Trumper
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117 votes
Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
Jacqui Trumper
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75 votes
Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
An error occurred while saving the comment Jacqui Trumper
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149 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Jacqui Trumper
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240 votesJacqui Trumper
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32 votesJacqui Trumper
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275 votesJacqui Trumper
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14 votesJacqui Trumper
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11 votesJacqui Trumper
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28 votesJacqui Trumper
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+1 for being able to add custom relationships at a practice level, as that would cover all bases for everyone