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1 vote
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Inspire Accounting
shared this idea
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6 votes
An error occurred while saving the comment Inspire Accounting
commented
100% this is so frustrating. Because a client's legal name could be Mark but he goes by Harry which is not his middle name and we need to record that in a spot at the top not down in custom fields.
Inspire Accounting
supported this idea
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27 votes
An error occurred while saving the comment Inspire Accounting
commented
This would be so so helpful. Same with the Xero Blue file to be able to filter invoices by Partner/Account Manager would be amazing and causing considerable pain.
Inspire Accounting
supported this idea
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124 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’
Inspire Accounting
supported this idea
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53 votes
An error occurred while saving the comment Inspire Accounting
commented
We are at risk of breaching a clients confidentiality as we aren't able to restrict clients files, timesheets, invoices only Tax and Xero Files. Would love to also be able to chose which person can't rather than all the ones that can (have both options) and also to restrict a whole Client Group as well as just each individual/entity
Inspire Accounting
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91 votesInspire Accounting
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31 votesInspire Accounting
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18 votes
Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
Inspire Accounting
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13 votesInspire Accounting
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26 votesInspire Accounting
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7 votes
An error occurred while saving the comment Inspire Accounting
commented
this is so critical. When a client calls we have to go all the way into a client to see who the manager is
Inspire Accounting
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17 votesInspire Accounting
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82 votesInspire Accounting
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6 votesInspire Accounting
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17 votesInspire Accounting
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10 votesInspire Accounting
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Ability to run an Aged Debtors Report of what debts clients owed us at a certain date in XPM. For example, we want to see what our clients owed us at 30/06/25, however the Standard Report (Aged Balance Report) can't be run to a certain date and if we create our own Report in Report Builder it removes clients from the report if they have paid since 01/07/25 and now owe nothing. We need these figures to do clients Financials and also for our own Practice reporting. We can run it in Xero Blue however we don't have the ability in Xero Blue to filter by each of our Partners so need to be able to do it in Xero Green (XPM).