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5 results found

  1. XPM - Add a new Client Information link

    3 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Simone Pavitt commented  · 

    with all the compliance issues these days, this is such a great idea!

    Simone Pavitt shared this idea  · 

  2. Contacts | Payments - Direct debit file upload

    9 votes

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    4 comments  ·  For small businesses » Business features  ·  Admin →
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    Simone Pavitt commented  · 

    yeh
    I am with you guys.
    i have a direct debit facility with my bank, as its more secure than a third party. we should be able to set up direct debits and download an aba file.

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

    117 votes

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    13 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’
    Simone Pavitt supported this idea  · 

  4. Practice Manager | Client Reporting - 'Date Added' field

    14 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Simone Pavitt commented  · 

    any update on this?

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    Simone Pavitt commented  · 

    As everyone else has said, its a feature we have had previously and are really missing in our reporting.
    Its a must

    Simone Pavitt supported this idea  · 

  5. XPM - Apply Access Restrictions to Client tab

    42 votes

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    submitted  ·  20 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Simone Pavitt commented  · 

    This is so important.

    Simone Pavitt supported this idea  ·