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  1. Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

    96 votes

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    12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Shario Baghaei commented  · 

    I would be great if contacts are synced in XERO, XERO HQ and XERO XPM so that you don't have to archive in 3 different database. I am amazed no one has thought about this before?

    Shario Baghaei supported this idea  · 

  2. Xero Analytics Plus | STCF - Options to export

    57 votes

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    27 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Shario Baghaei shared this idea  ·