Settings and activity
15 results found
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7 votes
Michelle Geldenhuys
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44 votesMichelle Geldenhuys
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1 voteMichelle Geldenhuys
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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’
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47 votesMichelle Geldenhuys
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64 votes
An error occurred while saving the comment Michelle Geldenhuys
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Absolutely agree with this ..... will improve efficiencies and accuracies around jobs
Michelle Geldenhuys
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370 votesMichelle Geldenhuys
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3 votesMichelle Geldenhuys
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11 votesMichelle Geldenhuys
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15 votesMichelle Geldenhuys
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32 votesMichelle Geldenhuys
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73 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 Michelle Geldenhuys
commented
Yes it would be awesome to add our own relationship type e.g. sibling, life partner, etc
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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.
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126 votes
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214 votes
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The syncing between XPM and XERO Blue is problematic for us as the XPM only updated its primary email to XERO Blue. We use Xero Blue for our invoices & statements . So the primary contact in XPM is not necessarily the contact/email address we need for invoicing in XERO Blue