Settings and activity
18 results found
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75 votes
Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
Caryn Rennie
supported this idea
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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’
Caryn Rennie
supported this idea
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149 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Caryn Rennie
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34 votesCaryn Rennie
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31 votesCaryn Rennie
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74 votesCaryn Rennie
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238 votesCaryn Rennie
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3 votesCaryn Rennie
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An error occurred while saving the comment -
4 votesCaryn Rennie
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13 votesCaryn Rennie
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90 votes
An error occurred while saving the comment Caryn Rennie
commented
Agree - this is a critical feature to ensure we understand our client structures
Caryn Rennie
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3 votesCaryn Rennie
shared this idea
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353 votesCaryn Rennie
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7 votesCaryn Rennie
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13 votesCaryn Rennie
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26 votes
Hi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.
We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!
Caryn Rennie
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8 votesCaryn Rennie
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31 votesCaryn Rennie
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The ability to see the Partner name on the clients list screen would be very helpful for administration purposes - sorting mail, answering phone calls etc