Settings and activity
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91 votes
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Jim Ikonomopoulos
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3 votesJim Ikonomopoulos
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116 votesJim Ikonomopoulos
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55 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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66 votesJim Ikonomopoulos
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66 votesJim Ikonomopoulos
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172 votesJim Ikonomopoulos
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131 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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257 votes
Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!
With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.
This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website
Jim Ikonomopoulos
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11 votesJim Ikonomopoulos
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An error occurred while saving the comment Jim 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
Being able to access multiple Xero Blue client files at the same time. In other words being able to have them open in different Windows or Tabs at the same time. At the moment it only allows you to have one Xero Blue file open at a time.
As accountants, some of our clients have multiple Xero data files and we need them open at the same time to track inter-entity transactions and this cannot be done, unless you use a different internet browser.