Settings and activity
21 results found
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92 votes
Nicole Lopez
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33 votesNicole Lopez
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31 votesNicole Lopez
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61 votesNicole Lopez
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81 votesNicole Lopez
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112 votesNicole Lopez
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236 votesNicole Lopez
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121 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 Lopez
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44 votesNicole Lopez
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Job Manager: Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job
15 votesNicole Lopez
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44 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 Lopez
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57 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 Lopez
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83 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.
Nicole Lopez
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23 votesNicole Lopez
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31 votesNicole Lopez
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53 votesNicole Lopez
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269 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 Lopez
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26 votesNicole Lopez
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23 votesNicole Lopez
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52 votesNicole Lopez
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