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

    48 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Derryn Orlando supported this idea  · 

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

    139 votes

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    22 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.

    You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.

    This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.

    We'll continue to keep a close eye on the support here, and share if there's any progress.

    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.