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  1. XPM - Merge clients

    25 votes

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    6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    With the soon to come Xero Partner Hub we'll be bringing all your practice tools under one umbrella and improving your experience in managing and working with clients in your practice. With the combined experiences of Xero HQ and Practice Manager this'll include the ability to merge two clients into one, like you're after here 🙂

    Thank you for sharing your feedback with us. Find more information about Xero Partner Hub on our website, and we'll be back to update you all as this goes live to practices in the coming months.

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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  ·