Settings and activity
3 results found
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2 votes
Thanks for sharing this idea. We’re moving it to Gaining support so we can understand how broadly the community would benefit from more frequent syncing of completed Xero invoices into Xero Practice Manager, rather than waiting for the overnight sync.
If this would help your practice, please vote for the idea and add a comment describing your workflow or the impact of the delay. Community feedback will help us gauge interest and better understand the need.
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Belinda Bendon
shared this idea
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24 votes
Hi team, we appreciate hearing how it'd be helpful to see client ownership information at a glance.
We're working on a few additions to the client list including the ability to add Partner and Manager as optional columns. This will also include matching filter options to help practices find and manage client groups more efficiently.
Work is now underway, and we’ll share another update as this rolls out. 😊
An error occurred while saving the comment Belinda Bendon
commented
We should be able to choose what we want on the dashboard not just what Xero thinks we want. We are the ones using this!
Belinda Bendon
supported this idea
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26 votes
With the soon to come Xero Partner Hub we'll be bringing all your practice tools under one umbrella and improving your experience in managing and working with clients in your practice. With the combined experiences of Xero HQ and Practice Manager this'll include the ability to merge two clients into one, like you're after here 🙂
Thank you for sharing your feedback with us. Find more information about Xero Partner Hub on our website, and we'll be back to update you all as this goes live to practices in the coming months.
An error occurred while saving the comment Belinda Bendon
commented
I agree, we have found one client with a duplicate file which seems to have created a tax return from blue Xero. Now I am completing current year and need to amend prior year and cannot merge the files. Now I also have a conflicting TFN issue as you cannot have the same TFN in two files.
This is such an important function that requires attention. We should be able to perform a manual sync to be able to complete the wash ups on the same day. You don't like working for free on a weekend, neither do we!!