Settings and activity
13 results found
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9 votes
Michelle Geldenhuys
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47 votesMichelle Geldenhuys
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131 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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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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564 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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172 votes
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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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
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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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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