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4 results found

  1. Xero tax: Display the financial year when lodging a CURNN

    12 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Leanne Hancock shared this idea  · 

  2. Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

    134 votes

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    20 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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’
    Leanne Hancock supported this idea  · 

  3. Practice Manager: Job Costs - Ability to move to another job

    48 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Leanne Hancock supported this idea  · 

  4. Practice Manager - Relationship Type

    181 votes

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    49 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.

    While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.

    We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.

    Leanne Hancock supported this idea  ·