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4 results found

  1. Archiving clients in XPM and Blue Xero

    10 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Janeale Holden supported this idea  · 

  2. Practice Manager - TPAR Form

    49 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Janeale Holden supported this idea  · 

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

    143 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.

    Janeale Holden supported this idea  · 

  4. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    110 votes

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    17 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for sharing your feedback on permissions here. We really appreciate the strong interest in this area.

    With the new client and staff experience, some of you may have already seen the updated Client permissions, which help address part of this need. We’ve also recently introduced a change that allows staff with view-only access to create and edit notes, which also reflects some of the feedback raised.

    To be transparent, we don't have any plans in the near term to enable staff to edit contact groups or relationships without full edit access. As the team continues to develop the practice experience, they’ll keep monitoring feedback in this area, and if anything changes we’ll be sure to share an update here.

    Janeale Holden supported this idea  ·