Settings and activity
21 results found
-
90 votes
Nicole Hart
supported this idea
·
-
31 votesNicole Hart
supported this idea
·
-
28 votesNicole Hart
supported this idea
·
-
57 votesNicole Hart
supported this idea
·
-
77 votesNicole Hart
supported this idea
·
-
109 votesNicole Hart
supported this idea
·
-
229 votesNicole Hart
supported this idea
·
-
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’
Nicole Hart
supported this idea
·
-
44 votesNicole Hart
supported this idea
·
-
Job Manager: Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job
12 votesNicole Hart
supported this idea
·
-
52 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Nicole Hart
supported this idea
·
-
40 votes
Hi everyone, thanks for your appetite and sharing interest in the idea here. Our teams have been working on development of the Job Manager table and we'll soon release the ability to make bulk actions, including being able to update the job state of multiple jobs at once. We'll move this idea across to working on it, and I'll let you know when it's here!
Nicole Hart
supported this idea
·
-
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.
Nicole Hart
supported this idea
·
-
18 votesNicole Hart
supported this idea
·
-
9 votesNicole Hart
supported this idea
·
-
51 votesNicole Hart
supported this idea
·
-
250 votes
Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.
Nicole Hart
supported this idea
·
-
24 votesNicole Hart
shared this idea
·
-
16 votesNicole Hart
supported this idea
·
-
48 votesNicole Hart
supported this idea
·
