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4 results found

  1. Practice Manager - Use Collaboration Manager to automatically add Notes to clients

    2 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Keira Borg shared this idea  · 

  2. Practice Manager - Keep user signed in when moving between the 'Clients' & 'Jobs' tabs

    20 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Keira Borg supported this idea  · 

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

    139 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.

    Keira Borg supported this idea  · 

  4. Practice tools | Clients - Create a registered office field on client details for companies

    120 votes

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    6 comments  ·  Practice tools » Clients  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for the interest and feedback you have shared on this idea, everyone.

    We'd like to provide some clarification of what is currently possible which may help some users here, and have slightly adjusted the title with the main request being around the ability to add registered office address as a field to a Clients record.

    Within the new unified client experience you can add multiple addresses to a Contact of a Client. While there isn't a specific option for 'Registered office address' you can select 'Other address' or choose from one of the preset (Street, Postal, or Delivery) options.

    At the client level, we appreciate individual Contact addresses may differ to the Client registered office address - Our product team are now working to add registered address as a field for 'Company' type business structures and I'll return to share news of it's release with you all here.

    Keira Borg supported this idea  ·