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41 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Jenny Calvert
supported this idea
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13 votes
An error occurred while saving the comment Jenny Calvert
supported this idea
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84 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’
An error occurred while saving the comment Jenny Calvert
commented
when changing an email address or postal address in XPM these changes need to be reflected in Xero otherwise it is simply double handling
Jenny Calvert
supported this idea
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This was always possible in our old MYOB program and was used regularly by our firm to monitor our SMSF and Trust. It was a very huge step back for our firm.
After we realised that we could no longer report on the dates our clients were add/taken on we created a "Custom Field" so that we could do this moving forward but unfortunately we have lost the new client data for at least 3 months