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’
Alison Bell
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18 votesAlison Bell
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350 votesAlison Bell
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3 votes
An error occurred while saving the comment Alison Bell
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I reached out to Support when unable to assign tasks to new team member to be told the following by support specialist: I have spoken with the wider team and with the recent update made, the optional 'Assign Tasks' is no longer available as you've seen.
I understand this isn't what you wanted to hear and I can only apologise, but we do ask that you make the feature suggest to our Product Team can look into this again for you.
With regards to the setting under Practice Settings, if you select Inherit this means any staff can record time against any task that has NOT been allocated to another staff member, so in your situation you have staff assigned. With Explicit any staff can record time against a task only if they have been allocated to the task, so it would be only the staff members assigned who can record time.
As of 9/5/23 notes on xero support said this was available. 2:42 PM View and assign staff to jobs – Xero Central
https://central.xero.com/s/article/View-staff-allocation?userregion=true#Addstafftojobsortasks 1/1
1. In the Jobs menu, select Jobs.
2. Select any tab other than All jobs.
3. Hover over Options and select Add Staff, Assign Manager or Assign Partner.
4. Select the staff member from the list, then click Next.
5. Select the checkbox next to each of the jobs you want to add the staff member to, then click Next.
6. (Optional) If you’re adding a staff member to the jobs and the selected jobs have any tasks in common,
select the checkbox next to each task you want to assign the staff member to.
7. Scroll to the bottom of the list of jobs and click Save
only work around suggested was to go into each job and assign tasks to relevant staff member(s). Why would this assign multiple tasks to staff feature be removed???