Settings and activity
72 results found
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63 votes
Adelle Brown
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5 votes
An error occurred while saving the comment Adelle Brown
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15 votesAdelle Brown
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3 votes
Hi everyone, returning to update you on progress we'll now move this to working on it 😊
We're currently doing work that'll make credentials saved for personal tax available in the app, as well as moving this tool into a shared area in Xero HQ, where you can save government gateway ids for filing with HMRC for company, personal and partnership tax.
Adelle Brown
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57 votes
Hi everyone, thanks for voting and sharing your feedback here.
From the Contacts page you can already click the quick link to the official ABN lookup page to verify a number yourself. Our product team have reviewed the commentary here and appreciate that the ability to do this from within Xero would enhance the process, however at this stage there are no firm plans or timelines surrounding this. As always we'll be sure to return here if there's more news to share 📢
Adelle Brown
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8 votesAdelle Brown
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4 votesAdelle Brown
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8 votesAdelle Brown
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92 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’
Adelle Brown
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83 votesAdelle Brown
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39 votesAdelle Brown
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60 votesAdelle Brown
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21 votesAdelle Brown
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124 votesAdelle Brown
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11 votesAdelle Brown
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35 votesAdelle Brown
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55 votesAdelle Brown
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65 votesAdelle Brown
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91 votesAdelle Brown
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20 votesAdelle Brown
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As a firm with 7 Partners this is critical for us. I would also like the ability to run the Aged Receivables reports to include the (latest 3?) notes on each client on the report.