Settings and activity
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5 votes
Sarah Sharp
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10 votesSarah Sharp
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2 votesSarah Sharp
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2 votesSarah Sharp
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346 votesSarah Sharp
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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’
Sarah Sharp
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21 votesSarah Sharp
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14 votesSarah Sharp
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30 votesSarah Sharp
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68 votesSarah Sharp
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2 votesSarah Sharp
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34 votesSarah Sharp
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52 votesSarah Sharp
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63 votesSarah Sharp
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28 votesSarah Sharp
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196 votesSarah Sharp
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