Settings and activity
14 results found
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5 votes
Laura Sinclair
supported this idea
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773 votes
Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year.
We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow.
Thanks for staying engaged with us on changes that’ll help you through the idea here.
To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items…
Laura Sinclair
supported this idea
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118 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
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6 votesLaura Sinclair
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10 votesLaura Sinclair
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60 votes
An error occurred while saving the comment Laura Sinclair
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108 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
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243 votesLaura Sinclair
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98 votesLaura Sinclair
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38 votesLaura Sinclair
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5 votesLaura Sinclair
supported this idea
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41 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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46 votes
Hi community, thanks for your input in this idea. A comment field in Job Manager is something that our product team would like to explore, however there are other items that need their attention at this time.
For now, we'll move this back to submitted, and will update when there are any further changes to share on this with you all, here.
Laura Sinclair
supported this idea
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354 votesLaura 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.