Settings and activity
14 results found
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117 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’
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Sue Brown
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23 votesSue Brown
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28 votesSue Brown
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43 votesSue Brown
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210 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Sue Brown
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149 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Sue Brown
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350 votesSue Brown
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9 votesSue Brown
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5 votes
Thanks for raising, Andrea.
Our Partner Consultants and Account Managers work closely with our Reporting team on compliance requirements.
While it is good to get a sense of the interest on the thread here - If not already we'd also recommend raising this with your Partner Consultant or Account Manager so they're aware of your needs in this, too. 🙂
Sue Brown
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9 votesSue Brown
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5 votesSue Brown
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4 votesSue Brown
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26 votesSue Brown
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1 vote
An error occurred while saving the comment Sue Brown
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Do not understand why if a client files their own income tax return with Inland Revenue and an assessment is issued why this is not updated in XPM, issues arise that we have no knowledge of assessment so affects Provisional and Income tax notices
Sue Brown
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Have been advised by Xero that only changes to Addresses and names flow from XPM to Xero - not email addresses when this is the main way that invoices are issued from Xero. There is no current project by Xero to correct this so all data changed in XPM in the client/Contact field flows through so currently have to manually change in Xero - so much for all being under the same system!