Settings and activity
2 results found
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10 votes
An error occurred while saving the comment An error occurred while saving the comment 
Vanessa Spargo
commented
Allow users to create Client Action Flags that show up on clients' main screen. This could be used for "Client is moving to another practice" or "No work until bill is paid" or whatever VITAL piece of information any staff member may need to know.
Vanessa Spargo
supported this idea
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139 votes
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.
An error occurred while saving the comment Vanessa Spargo
commented
When adding a contact in XPM, there is no separate first and last name field, only one for 'name', where we put the full name (Joseph Bloggs), then add the Salution (Joe). This means that when the contact is synced with Xero the name ends up as Joe Joseph Bloggs (if the ‘Every time client or supplier details are updated’ is enabled in Xero Interface settings). To fix this, Xero suggest manually editing the contact in Xero - this is great if you only have 20 contacts, but for thousands it's just not feasible. Especially if it's just going to sync again the next time something is changed in XPM. I'm not sure how this effects XPM if the edits in Xero are made. How about making the Contact people in Xero and the Contacts in XPM use the same fields?
Yes please! Really need this, especially when something drastic is going on with a client - eg: messy divorce - don't discuss with spouse.