Settings and activity
8 results found
-
113 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’
Leanne LI
supported this idea
·
-
7 votesLeanne LI
shared this idea
·
-
7 votesLeanne LI
supported this idea
·
-
58 votesLeanne LI
supported this idea
·
-
1 voteLeanne LI
shared this idea
·
-
69 votesLeanne LI
supported this idea
·
-
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.
Leanne LI
supported this idea
·
-
12 votesLeanne LI
shared this idea
·
.png){kind=link}