Settings and activity
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137 votes
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Tori Matson
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5 votesTori Matson
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28 votesTori Matson
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14 votesTori Matson
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9 votesTori Matson
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22 votesTori Matson
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5 votesTori Matson
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136 votes
Thanks for all the detail around the different scenarios a pause function for the timer would help with.
Our team have been taking interest in ideas in the forums here.
With the way the timer works with Practice Manager today, developing the ability to pause this would require extensive work and this isn't something we're able to resource at this time.
As we enhance integrations through practice manager our practice teams will continue to track ideas on the site here, and share if there's any change.
Tori Matson
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19 votesTori Matson
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292 votesTori Matson
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78 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’
Tori Matson
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303 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
An error occurred while saving the comment Tori Matson
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I agree - We would like to be able to choose what day & time reminders are sent each week to ensure that processing is up to date (currently we process all transactions once per week on a Monday).
Tori Matson
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We would like the option to use an 'Adjustment' to modify a clients credit balance. The current process means we need to raise an invoice to reduce the credit balance which effectively leads to an inaccurate record of actual work billed/invoiced for the client. This would be used when we want to use a credit balance from one entity to apply to another related entities invoice.