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  1. Workpapers | Working Trial Balance - Enable Review Actions

    1 vote

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    1 comment  ·  New Xero Workpapers  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Pleased to share an update with you here, Ariane! We appreciate the friction in the workflow you described and our product team have picked up work for enabling review actions within the Working Trial Balance.

    I'll come back to let you know when this is released. 😊

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    Troy Tatam commented  · 

    I agree with the original post. BGL workpapers follows the trial balance chart of account codes for review and preparing its workpapers which seems more logical for a reviewer to follow. If we can also review/change status from this screen by code (rather than grouped or ungrouped account class) this would be great at least as an option rather than the current setup of asset classes and another screen to switch to.

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

    142 votes

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    22 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.

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    Troy Tatam commented  · 

    Will the new HQ to XPM client details sync resolve the entire name being incorrectly populated into the surname field and not first name so we dont need to manually go and add First name so it populates in the invoice email salutation?

    Troy Tatam supported this idea  · 

  3. Practice manager - XPM to Xero contact fields

    28 votes

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    12 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing your appetite in this idea. You may have seen some of the improvements coming with Xero Partner Hub soon as we unify the client and staff experiences across practice tools.

    We want to be open that there are no changes planned for syncing contacts from Xero blue into Xero Partner Hub at this stage but we'll continue to keep a close eye on the interest here and share if any plans are made.

    Troy Tatam shared this idea  ·