Settings and activity
16 results found
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6 votes
Sarah Sharp
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11 votesSarah Sharp
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2 votesSarah Sharp
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3 votesSarah Sharp
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358 votes
Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.
This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.
Sarah Sharp
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118 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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23 votesSarah Sharp
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15 votesSarah Sharp
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31 votesSarah Sharp
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77 votesSarah Sharp
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2 votesSarah Sharp
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34 votesSarah Sharp
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57 votesSarah Sharp
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64 votesSarah Sharp
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28 votesSarah Sharp
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250 votes
Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.
Sarah Sharp
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