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10 results found

  1. XPM - Disburse Xero subscriptions to clients

    5 votes

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    3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Zoe Short shared this idea  · 

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

    79 votes

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    9 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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’
    Zoe Short supported this idea  · 

  3. Xero Subscriptions - Split PDF invoices by client (not subscription type)

    22 votes

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    submitted  ·  4 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    Zoe Short supported this idea  · 

  4. Xero subscription invoice to be added automatically to xero for reconciliation

    562 votes

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    36 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, to continue sharing on our development of einvoicing in the UK - we've now released our first part of this experience. So, if you have registered for einvoicing, you'll be able to edit your billing contact to select to 'Receive Xero subscription bills as einvoices where you'll just need to enter your businesses VAT. As mentioned in my last update - we're still developing this experience, and coming up will be the ability to choose this option from the online invoice itself. I'll loop back when this is released.

    Zoe Short supported this idea  · 

  5. Bill - Create Billable Expenses from a customer invoice

    2 votes

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    1 comment  ·  For small businesses » Business features  ·  Admin →
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    Zoe Short supported this idea  · 

  6. Practice Manager - Highlight/banner for notes

    121 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Zoe Short supported this idea  · 

  7. Practice Manager | Clients - Date of death field for client details

    199 votes

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    submitted  ·  21 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Zoe Short supported this idea  · 

  8. XPM - Add multiple email addresses for client

    294 votes

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    submitted  ·  19 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Zoe Short supported this idea  · 

  9. XPM - Add Pause button

    137 votes

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    7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all the detail around the different scenarios a pause function for the timer would help with.


    Our team have been taking interest in ideas in the forums here. 

    With the way the timer works with Practice Manager today, developing the ability to pause this would require extensive work and this isn't something we're able to resource at this time.


    As we enhance integrations through practice manager our practice teams will continue to track ideas on the site here, and share if there's any change.

    Zoe Short supported this idea  · 

  10. Disbursements - Allow disbursements payments to be processed against clients accounts

    4 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Zoe Short supported this idea  ·