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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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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the need for succinct records, and we're pleased to share that this'll soon become a thing of the past with Xero Partner Hub - This'll combine your practice tools into one centralised experience. Meaning you have all client details in one place, no more need to update in HQ and Practice Manager 😊

    If you're not across the announcement you can read up on our blog. I'll return to share as this rolls out to Partners.

    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