Settings and activity
1342 results found
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18 votes
Freya Pieroz
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32 votesFreya Pieroz
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4 votesFreya Pieroz
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121 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’
Freya Pieroz
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126 votesFreya Pieroz
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11 votesFreya Pieroz
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21 votesFreya Pieroz
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3 votesFreya Pieroz
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18 votesFreya Pieroz
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10 votes
An error occurred while saving the comment An error occurred while saving the comment Freya Pieroz
commented
I'd also really like (in the short term, while payday super functionality is still being implemented) to set a system-wide default payment frequency for super, so I don't have to keep changing the settings individually on each new employee that a client has entered into the system - by default, Xero uses quarterly super; for cashflow purposes, I and my clients prefer paying it monthly.
Freya Pieroz
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4 votes
Is there a specific field of an item that you'd generally search for, Janie?
Being open, we don't intend to allow for the ability to search 'any field' that data can be entered in Xero.
However if you can be more detailed in the terms you're searching this maybe something other in community want to see too and we can share with the team who develop Search in Xero.
An error occurred while saving the comment Freya Pieroz
commented
I often like to search for Contacts using the global search bar. Frequently, the Contact cannot be found - see screenshot for a particularly egregious example today, when I wanted to open this new contact to add the details that cannot be added when a new Contact is created as part of creating a purchase order, bill, invoice, spend money, or receive money.
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48 votesFreya Pieroz
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3 votesFreya Pieroz
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5 votesFreya Pieroz
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6 votes
An error occurred while saving the comment Freya Pieroz
commented
When creating a new invoice, you currently have the ability to add some of the details of a new contact to whom you are sending the invoice, when you are creating that invoice. For details not in this quick-add box, you have to open the newly created contact and edit the details, a rather more lengthy process.
I'd like to be able to add the ABN when quick-adding a customer, so I can quickly ensure that the tax invoice fulfils all the ATO requirements for an invoice worth >$1000.
Freya Pieroz
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22 votesFreya Pieroz
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7 votesFreya Pieroz
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33 votesFreya Pieroz
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5 votesFreya Pieroz
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6 votesFreya Pieroz
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@Neeta you can always pay it more frequently than the default, it's just sorted/filtered by the pay-before date, which is set by the payment frequency.
I like to be able to double check that the payment amount matches the super accrual report (which gets attached to the bill I create for the monthly super for audit trail purposes), so being able to filter out payruns from this month when paying last month's super means I can tick all instead of ticking each line individually.