Settings and activity
4 results found
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77 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’
Colin Veurink
supported this idea
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22 votes
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4 votes
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347 votes
When exporting an invoice from XPM to Xero, the client name, addresses (postal & physical) and phone number all sync to Xero. But not the email address.
Xero has the functionality of Invoice Reminders, emailing statements and payment services which are all great, but completely redundant without an email address.
The process of having to manually identify exported invoice and then manually check/enter the email address in Xero is counter productive! Surely it can't be that difficult to export the email address along with all the other data.
I do note that the email address of a contact will export, but this will only happen if:
1. a contact is added to the client; AND
2. that contact is selected as the contact when preparing an invoice.
And the result is that this contact is also included in the postal address that appears on the invoice in Xero. As such, this is not a viable solution.