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4 results found

  1. Practice manager - XPM to Xero contact fields

    26 votes

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    12 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing your appetite in this idea. You may have seen some of the improvements coming with Xero Partner Hub soon as we unify the client and staff experiences across practice tools.

    We want to be open that there are no changes planned for syncing contacts from Xero blue into Xero Partner Hub at this stage but we'll continue to keep a close eye on the interest here and share if any plans are made.

    Shaun Ferris supported this idea  · 

  2. XPM - Exported invoices client and contact details included automatically

    6 votes

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    0 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for the comprehensive and exhaustive idea around how contact and client details could be included when invoices are synched from XPM to Xero blue. As you may know there is a new platform (PartnerHub) which you may be aware of, and will be released fully in the near future. You may find that the issue is covered in the new experience. We will move this to Gaining Support so the community can get behind this add their votes and comments.

    Shaun Ferris supported this idea  · 

  3. Hubdoc - Extract invoice reference or job reference

    7 votes

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    submitted  ·  1 comment  ·  Contacts & files » Hubdoc  ·  Admin →
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    Shaun Ferris shared this idea  · 

  4. Hubdoc - Capture supplier reference when posting Xero invoice

    12 votes

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    submitted  ·  0 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Shaun Ferris supported this idea  ·