Settings and activity
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32 votes
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Janeale Holden
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7 votesJaneale Holden
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31 votesJaneale Holden
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12 votesJaneale Holden
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77 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’
Janeale Holden
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191 votesJaneale Holden
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87 votesJaneale Holden
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291 votesJaneale Holden
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We have been approached by a new client who required extreme privacy and wants us to restrict access to our staff regarding their information. They had issues with a previous practice where their information was not restricted so staff members were able to access their private address and other information. We are unable to offer this service due to the lack of ability within the system, so we are losing the ability to take on these clients.
Our previous system had this feature and it worked really well.
The ATO have this available so can't see why Xero can't implement it.
This is extremely frustrating as it stops our ability to grow our practice.