Settings and activity
5 results found
-
6 votes
Thanks,Daniel, for sharing your idea! We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience
Daniel de Zwaan
shared this idea
·
-
6 votes
An error occurred while saving the comment Daniel de Zwaan
supported this idea
·
-
1 voteDaniel de Zwaan
shared this idea
·
-
110 votes
An error occurred while saving the comment Daniel de Zwaan
commented
Yep no-one wants thousands of letters being sent to the wrong address.
Daniel de Zwaan
supported this idea
·
-
139 votes
Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.
You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.
This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.
We'll continue to keep a close eye on the support here, and share if there's any progress.
Daniel de Zwaan
supported this idea
·
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.