Settings and activity
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25 votes
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Mariah Urso
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3 votesMariah Urso
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79 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’
An error occurred while saving the comment Mariah Urso
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The contact details in XPM should be the same contact details in Xero Blue for invoicing purposes. Currently, when we invoice from XPM, we have to also go into Xero Blue and update the email address which is double handling.
This should be a single client record.Mariah Urso
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25 votesMariah Urso
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27 votesMariah Urso
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The account transactions report should show both the description and reference from the bank account. As banks use different fields, it makes it hard when reviewing the accounts as sometimes the description does not come through.