Settings and activity
12 results found
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9 votes
An error occurred while saving the comment 
Alastair Abbott
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11 votes
An error occurred while saving the comment Alastair Abbott
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Can't understand why this hasn't been fixed yet after so many years.
Alastair Abbott
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96 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’
An error occurred while saving the comment Alastair Abbott
commented
This is a constant and annoying issue for staff that the details between XPM and Xero blue don't sync well or regularly. Can't understand why, after so many years, this still hasn't been fixed. e.g. contact name from XPM syncing to client last name in Xero blue. We had so many instances of old contact first name still showing next to new contact full name in the last name box that I've stopped using those fields to populate emails to clients.
Address, email for billing, etc there is no reason that these should only update when an invoice is created, or in the case of email not sync at all.Alastair Abbott
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2 votesAlastair Abbott
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24 votesAlastair Abbott
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9 votes
An error occurred while saving the comment Alastair Abbott
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This is a critical issue, and I can't understand why it hasn't been implemented yet. It makes the process of creating new users in practice manager so time consuming and error prone. Resulting in different staff having different permissions when they should all have the same.
Then there isn't any easy way to check / audit permissions across many staff.Alastair Abbott
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34 votesAlastair Abbott
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29 votes
An error occurred while saving the comment Alastair Abbott
commented
Especially for our SMSF clients this is a constant issue when we have 3-4 unique clients, but with exactly the same name. Often ending up with confusion and sync errors from practice manager to Xero Blue.
Alastair Abbott
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14 votesAlastair Abbott
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192 votes
Hi all, we thank you for all sharing detail on your experience when using new invoicing in Xero. Taking this on board our team have been reviewing the line item grid where you enter details in new invoicing. We have work underway to improve and address points raised such as providing a more compact layout so you can see more at once, showing full account and tracking names, and more direct options to reduce clicks and steps in common actions.
For the time being, small adjustments can be made to your computer scale or browser zooming to see more detail at once, although we understand this is not the ideal solution.
I'll return to let you know when we're closer to release and can share more of the changes.
Alastair Abbott
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12 votes
An error occurred while saving the comment Alastair Abbott
commented
Additionally, Capacity settings don't allow for different week settings. e.g. staff that work 3 days one week and 2 the following week - how can that be saved in the capacity settings area?
An error occurred while saving the comment Alastair Abbott
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In the current flexible working environment I have some staff who's regular hours include Saturday, others who may work sat/sun occasionally. Capacity / productivity settings don't work for them correctly when it doesn't show Saturday Sunday.
Alastair Abbott
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141 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
An error occurred while saving the comment Alastair Abbott
commented
Such a needed functionality.
Alastair Abbott
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We use fixed price for all invoices and never use calculation price. Yet have to select fixed price every time on creating an invoice.