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  1. Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

    135 votes

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    21 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.

    You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.

    This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.

    We'll continue to keep a close eye on the support here, and share if there's any progress.

    Neil Todd supported this idea  · 

  2. XPM - Sync contact groups to Xero

    7 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Neil Todd supported this idea  · 

  3. Practice Manager | Staff - Report/list of charge out rates

    33 votes

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    submitted  ·  7 comments  ·  Practice tools  ·  Admin →
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    Neil Todd commented  · 

    With all the reports that XPm can report I can't below I need to tell our new COO that instead of running one report that has the Staff rates, I need to go in an out of files.

    I was given a current tie report I can change but as you have just changed our reports only staff that have entered time recently will be on the report. not staff on leave will be included.

    Neil Todd supported this idea  ·