Settings and activity
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37 votes
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Mariah Urso
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3 votesMariah Urso
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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.
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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51 votesMariah Urso
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38 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.