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  1. 1 vote

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    Daniela Depetro supported this idea  · 
    Daniela Depetro shared this idea  · 
  2. 41 votes

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    Daniela Depetro supported this idea  · 
  3. 62 votes

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    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.

    Daniela Depetro supported this idea  · 
  4. 76 votes

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    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’
    Daniela Depetro supported this idea  · 
  5. 12 votes

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    Daniela Depetro supported this idea  · 
  6. 46 votes

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    Daniela Depetro supported this idea  · 
  7. 191 votes

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    Daniela Depetro supported this idea  · 
  8. 202 votes

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  9. 5 votes

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    Daniela Depetro supported this idea  · 
  10. 153 votes

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  11. 17 votes

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  12. 12 votes

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  13. 5 votes

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    Daniela Depetro supported this idea  · 
  14. 2 votes

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    Daniela Depetro supported this idea  · 
  15. 3 votes

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    Daniela Depetro supported this idea  · 
  16. 5 votes

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  17. 10 votes

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  18. 3 votes

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  19. 7 votes

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    Daniela Depetro commented  · 

    XPM Reporting - adding staff to reports - can we bulk add. Also can we somehow group staff into categories so we can easily add the group to reports for example a group called 'managers' etc

    Daniela Depetro supported this idea  · 
  20. 37 votes

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    Daniela Depetro supported this idea  ·