Settings and activity
9 results found
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50 votes
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Jocelyn Tamai
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210 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Jocelyn Tamai
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72 votesJocelyn Tamai
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14 votesJocelyn Tamai
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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’
Jocelyn Tamai
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234 votesJocelyn Tamai
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51 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Jocelyn Tamai
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62 votesJocelyn Tamai
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240 votes
An error occurred while saving the comment Jocelyn Tamai
commented
I agree! Would really love to have this as a standard field right under DOB, rather than having to create a custom field. We shouldn't have to go hunting for the DOD when it can just be added to the sidebar with the other contact details.
Jocelyn Tamai
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This would be so useful - it's happened so many times where a tax return has been created in the wrong job and there's currently no way to undo it