Settings and activity
16 results found
-
5 votesSarah Sharp shared this idea ·
-
9 votesSarah Sharp shared this idea ·
-
2 votesSarah Sharp supported this idea ·
-
2 votesSarah Sharp supported this idea ·
-
341 votesSarah Sharp supported this idea ·
-
95 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 supported this idea · -
21 votesSarah Sharp supported this idea ·
-
14 votesSarah Sharp supported this idea ·
-
28 votesSarah Sharp supported this idea ·
-
66 votesSarah Sharp supported this idea ·
-
1 voteSarah Sharp shared this idea ·
-
33 votesSarah Sharp supported this idea ·
-
50 votesSarah Sharp supported this idea ·
-
61 votesSarah Sharp supported this idea ·
-
27 votesSarah Sharp supported this idea ·
-
188 votesSarah Sharp supported this idea ·