Settings and activity
4 results found
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34 votes
Sheree Mason
supported this idea
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117 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’
Sheree Mason
supported this idea
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10 votes
An error occurred while saving the comment Sheree Mason
supported this idea
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13 votes
An error occurred while saving the comment Sheree Mason
commented
We should be able to view the date archived, and who archived it.
Sheree Mason
supported this idea
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Agreed, this process should be automated by Xero. Our firm is supporting Xero with client subscriptions; Xero should be supporting us by automating the processing of these costs on to the clients. Currently, our firm is spending countless hours entering this information into XPM, to then invoice the disbursement onto the client, with no benefit to our firm. As Adele said, Xero knows who our clients are, the Xero ledger is linked to the client in HQ. This update should be considered a high priority.