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3 results found

  1. Practice manager - XPM to Xero contact fields

    22 votes

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

    Hi everyone, thanks for sharing your appetite in this idea. You may have seen some of the improvements coming with Xero Partner Hub soon as we unify the client and staff experiences across practice tools.

    We want to be open that there are no changes planned for syncing contacts from Xero blue into Xero Partner Hub at this stage but we'll continue to keep a close eye on the interest here and share if any plans are made.

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    Jed Forward commented  · 

    For the love of all thats holy

    XPM nerd please talk to Xero blue nerd and fix this

    No more ping pong and free coffee until you do

  2. XPM - Be able to look up client based on their client code

    29 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jed Forward commented  · 

    Searchable client codes please.

    Jed Forward supported this idea  · 

  3. Practice Manager | Client - Ability to create recurring job

    13 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jed Forward commented  · 

    This is a critical development issue

    Jed Forward supported this idea  ·