Settings and activity
12 results found
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11 votes
Thanks for supporting and sharing with us how scheduling of reports could enhance your workflow. While we don't have immediate plans for this feature, we have a pulse on the ideas for this in community here and will be sure to update if there's any change to automate these for you.
Laura Sinclair
supported this idea
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132 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’
Laura Sinclair
supported this idea
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12 votesLaura Sinclair
supported this idea
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19 votesLaura Sinclair
supported this idea
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66 votes
An error occurred while saving the comment Laura Sinclair
supported this idea
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116 votes
An error occurred while saving the comment Laura Sinclair
commented
This would be extremely helpful, especially with the CAS360 integration. We have so many companies we can't match as the address in CAS360 is the registered office (our address) but in XPM we have the address that we send everything to. This would significantly improve the integration.
Laura Sinclair
supported this idea
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297 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Laura Sinclair
supported this idea
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102 votesLaura Sinclair
supported this idea
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44 votesLaura Sinclair
supported this idea
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5 votesLaura Sinclair
supported this idea
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94 votes
Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here.
Laura Sinclair
supported this idea
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389 votes
Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.
As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.
One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊
We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…
Laura Sinclair
supported this idea
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Disappointed to not hear anything about this today at the Roadshow. It's something we've been told has been in the works for some time, but haven't heard an update in a while.
We have the ability to re-use contacts for new entities being added to XPM, but we need an efficient way to merge our pre-existing contacts. It is crucial to using integrations such as CAS360 and Class as more duplicates are coming through when enabling these plugins.
Any update on this would be appreciated - thanks Xero.