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Settings and activity

5 results found

  1. Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

    132 votes

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    18 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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’
    Alaina Dale supported this idea  · 

  2. Activity Statement - pre-populate W1 and W2

    20 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Alaina Dale supported this idea  · 

  3. Fixed Assets - Bulk edit

    112 votes

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    submitted  ·  44 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Alaina Dale commented  · 

    Would like to add them to a Pool in bulk also

    Alaina Dale supported this idea  · 

  4. Invoices: Manually export invoice to Xero after an export fail

    23 votes

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    8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alaina Dale supported this idea  · 

  5. Xero tax - Separate 'Client To Sign' & 'Tax Agent to Sign' lists

    103 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Alaina Dale supported this idea  ·