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

    117 votes

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    13 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’
    Jennine McHugh supported this idea  · 

  2. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    92 votes

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    10 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jennine McHugh supported this idea  · 

  3. Practice Manager - Ability to merge contacts (not clients)

    58 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jennine McHugh supported this idea  ·