Settings and activity
9 results found
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56 votes
An error occurred while saving the comment 
Debra Hancock
supported this idea
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130 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’
Debra Hancock
supported this idea
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19 votes
Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
Debra Hancock
supported this idea
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380 votes
Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.
This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.
Debra Hancock
supported this idea
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20 votesDebra Hancock
supported this idea
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67 votesDebra Hancock
supported this idea
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254 votes
Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.
As soon as there's more progress we'll share an update on this, with you all here.
Debra Hancock
supported this idea
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169 votes
An error occurred while saving the comment Debra Hancock
commented
The option of unitholder would be great along with Sibling and Executor. It would also be good to have an option of De facto as another option to Spouse.
Debra Hancock
supported this idea
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42 votes
An error occurred while saving the comment Debra Hancock
commented
Agree completely with this process being added. Would be great to have the same process as moving timesheets.
Debra Hancock
supported this idea
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totall agree with this post and the comments attached. You had mentioned the export/import data as an option. This terrifies me. The potential for this to not go well, to lose data, confuse clients with a sort of an excel spreadsheet. It's to big, there is too much information to deal with. Given the Groups and Relationship links, it limits the amount of information we are updating and reduces risk to the greater database.