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1 vote
Jim Ikonomopoulos
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3 votesJim Ikonomopoulos
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61 votesJim Ikonomopoulos
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47 votes
Thanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂Jim Ikonomopoulos
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50 votesJim Ikonomopoulos
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43 votesJim Ikonomopoulos
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63 votes
Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
Jim Ikonomopoulos
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78 votes
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’
Jim Ikonomopoulos
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196 votesJim Ikonomopoulos
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8 votesJim Ikonomopoulos
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This is a must for Xero organsations that have Tracking categories and branching with the ATO under one ABN. We should be able to generate a GST report and filter it by Tracking Categories