Settings and activity
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117 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’
Taryn White
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34 votesTaryn White
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29 votes
An error occurred while saving the comment Taryn White
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I agree with this request - we had the payg estimate unticked so we did not advise the client in our cover letter that they would enter the instalment system (which is what we normally do) - so then we have to explain it when the ATO letter comes out. would much prefer an automatic yes or alternatively the system should identify when someone needs to be in the instalment system and automatically print out the instalment estimate (myob ae tax has been doing this for years - we switched over to xero tax and I'm shocked xero doesn't do this!)