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  1. Xero Practice Manager - Create recurring job from existing task

    32 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Derryn Orlando supported this idea  · 

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

    77 votes

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    9 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’
    Derryn Orlando supported this idea  · 
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    Derryn Orlando commented  · 

    It is a bit of an admin headache, particularly if you are trying to go paperless. We really just want a single source of truth rather than having to dedicate man hours to something that should be a straight forward process.