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  1. XPM - Merge clients

    25 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Dale Brady commented  · 

    Not sure if this is useful but to merge 2 clients go to Xero HQ and when not in the Duplicates List for Review then search the client, click on the checkboxes for the 2 clients needing to be merged and then merge like you would as if on the Duplicates List.

    https://central.xero.com/s/article/Merge-duplicate-imported-clients-AU#Reviewpotentialduplicateclientrecords

  2. Practice Manager | Invoicing - Default to Fixed Price

    11 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Dale Brady commented  · 

    Yes please. This would be super helpful as we mostly do Fixed Price invoicing.

    Dale Brady supported this idea  ·