Settings and activity
10 results found
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96 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
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42 votesDebra Hancock
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17 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
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347 votesDebra Hancock
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14 votesDebra Hancock
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63 votesDebra Hancock
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214 votesDebra Hancock
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73 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.
An error occurred while saving the comment Debra Hancock
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32 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
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28 votesDebra Hancock
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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.