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  1. Practice manager - XPM to Xero contact fields

    22 votes

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    12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing your appetite in this idea. You may have seen some of the improvements coming with Xero Partner Hub soon as we unify the client and staff experiences across practice tools.

    We want to be open that there are no changes planned for syncing contacts from Xero blue into Xero Partner Hub at this stage but we'll continue to keep a close eye on the interest here and share if any plans are made.

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    Alison Hay commented  · 

    Please fix this to stop having to manually process this.

    Alison Hay supported this idea  · 

  2. XPM: Report on new, archived and terminated clients

    16 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alison Hay commented  · 

    This needs to be made a priority for client data integrity and management reporting to measure client attrition rates.

    Alison Hay supported this idea  ·