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  1. 135 votes

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    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’
    Carly Caspanello supported this idea  · 
  2. 279 votes

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    Hi team, we’ve seen a lot of support for this idea, and acknowledge why you’d like a simple way of reflecting if part of a fixed asset is used privately.

    As Xero doesn’t currently offer a built-in way to allocate depreciation between business and private use I wanted to re-highlight from our last update how this can be recorded -

    Currently you could post manual journals to record the private use apportionment of a Fixed Assets depreciation.

    If you're using Fixed Assets in NZ it's possible to set up an asset and apportion a % for private use. However, it's important to note that it's not possible to apportion the private use depreciation of an asset prior to using Xero. In this case when you sell the asset a manual journal may be needed to correctly state the private use.

    At this time, we want to be upfront that our…

    Carly Caspanello supported this idea  · 
  3. 113 votes

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    Carly Caspanello commented  · 

    Adding assets in bulk would be more efficient

    Carly Caspanello supported this idea  · 
  4. 24 votes

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    Carly Caspanello supported this idea  · 
  5. 104 votes

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    Carly Caspanello commented  · 

    Critical to our firms organisation

    Carly Caspanello supported this idea  ·