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  1. Xero HQ - Sync custom fields and client notes

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    1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for contributing to this idea, everyone. As part of the single client record we've recently made a change so now when you record a client note in Xero HQ or Xero Practice Manager each system are now reflected in the other.

    We appreciate there is a second part of the idea here surrounding custom fields. Custom fields are being developed with current work the team have underway, and eventually you'll be able to see custom fields reflected in both systems (Xero HQ and XPM), too. We'll keep you updated of further news for this here. 

    Sophie Spraggon supported this idea  · 
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    Sophie Spraggon commented  · 

    Hi, I wondered if any update was available on this feature request? I am looking to add a custom field for 'client team' which I will need to replicate across Xero and XPM. Thx