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  1. Xero HQ - Sync custom fields with XPM

    2 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Louise Moore shared this idea  · 

  2. Xero HQ - Sync custom fields and client notes

    3 votes

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    0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for contributing to this idea, everyone. As part of the single client record we've recently made a change so now when you record a client note in Xero HQ or Xero Practice Manager each system are now reflected in the other.

    We appreciate there is a second part of the idea here surrounding custom fields. Custom fields are being developed with current work the team have underway, and eventually you'll be able to see custom fields reflected in both systems (Xero HQ and XPM), too. We'll keep you updated of further news for this here. 

    Louise Moore supported this idea  ·