Settings and activity
4 results found
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48 votes
Sheree Mason
supported this idea
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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.
Sheree Mason
supported this idea
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22 votes
An error occurred while saving the comment Sheree Mason
supported this idea
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16 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.