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

    122 votes

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    14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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’
    Neil Todd supported this idea  · 

  2. XPM - Sync contact groups to Xero

    7 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Neil Todd supported this idea  · 

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

    30 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  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  ·