Settings and activity
41 results found
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12 votes
Kim Clark
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26 votesKim Clark
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43 votes
Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread
- Ability to create a default email template for sending document packs
- A text box on single documents in a pack
We have another idea that's been started around the default email template across here and I invite all those interested to add their votes.
For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately.
Kim Clark
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48 votesKim Clark
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67 votesKim Clark
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7 votesKim Clark
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6 votesKim Clark
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32 votesKim Clark
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151 votes
Hi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.
However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.
We will keep let you know if there is any progression to share here.
Kim Clark
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52 votes
Thanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂Kim Clark
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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’
Kim Clark
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30 votesKim Clark
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133 votes
An error occurred while saving the comment Kim Clark
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5 votesKim Clark
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43 votesKim Clark
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27 votesKim Clark
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28 votesKim Clark
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9 votesKim Clark
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5 votesKim Clark
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15 votesKim Clark
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When writing reports, can we please have the option to have the information displayed vertically instead of horizontally. e.g. displays all the client data in our database for a specific client (one client at a time), this would be more advantages for printing.