Settings and activity
14 results found
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18 votes
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Michelle Geldenhuys
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9 votesMichelle Geldenhuys
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47 votesMichelle Geldenhuys
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132 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 Michelle Geldenhuys
commented
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
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66 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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566 votesMichelle Geldenhuys
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17 votesMichelle Geldenhuys
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19 votesMichelle Geldenhuys
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45 votesMichelle Geldenhuys
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173 votes
An error occurred while saving the comment Michelle Geldenhuys
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Yes it would be awesome to add our own relationship type e.g. sibling, life partner, etc
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160 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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154 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
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257 votes
Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!
With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.
This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website
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Please prioritize this feature. This depreciation method for SBCs has been an option for more than 10 years. It should have been included as a standard depreciation method in Xero for South Africa.