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  1. Xero HQ - Sync custom fields and client notes

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

    Appreciate the need for succinct records, and we're pleased to share that this'll soon become a thing of the past with Xero Partner Hub - This'll combine your practice tools into one centralised experience. Meaning you have all client details in one place, no more need to update in HQ and Practice Manager 😊

    If you're not across the announcement you can read up on our blog. I'll return to share as this rolls out to Partners.

    Louise Moore supported this idea  ·