Settings and activity
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4 votes
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Daniel de Zwaan
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1 voteDaniel de Zwaan
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78 votes
An error occurred while saving the comment Daniel de Zwaan
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Yep no-one wants thousands of letters being sent to the wrong address.
Daniel de Zwaan
supported this idea
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121 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’
Daniel de Zwaan
supported this idea
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We need to email estimates and returns to clients, which requires multiple steps including two client lookups.
- click print return
- de-select 6+ checkboxes
- click print return
- locate client folder to save pdf
- new email in mail client
- locate client folder and file to attach to email
It would be much more efficient if xero tax had an email client button similar to HandiTax SQL - 1 button click:
- opens new email in default mail client
- sets To address from client record
- attaches pdf to email
It would also help to be able to default checkboxes to unchecked in the print return options.