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  1. XPM - Merge clients

    23 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Lilianna Skutela commented  · 

    We had an existing XPM database for iRet's which got abolished. When we migrated from MYOB, a second client record was created. It would benefit everyone greatly if client records could be merged so that ITR's and previous jobs can stick with the 1 client.

    Also, the system should identify when a TFN and ABN have previously been used in the system in order to prevent future duplications.

    Lilianna Skutela supported this idea  · 

  2. Practice Manager: Job Costs - Ability to move to another job

    41 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Lilianna Skutela commented  · 

    How can a system be so inflexible that it doesn't allow you to transfer costs between jobs??? Silly!