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  1. Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

    126 votes

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    17 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    under review  ·  AdminKelly M (Community Manager, Xero) responded

    Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;

    • There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
    • The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below


    Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync

    • Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
      • This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
    Howard Jones supported this idea  · 

  2. Bank Feed - Charities Aid Foundation (CAF)

    152 votes

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    55 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminGeorgia Clarke (Admin, Xero) responded

    Hi all, just updating the status of this idea to Accepted here, to align with our new statuses for Xero Product ideas. You can read more about this on our blog.

    We're also pleased to see in your comments here that CAF have introduced QFX file types for downloading transactions - this'll make manually importing more streamlined until a bank feed is made available.

    As per our last update, we appreciate all the interest a feed for CAF has gained and we want you to know this has definitely got attention from our product team, and something they hope to explore in the future however we can't provide any timeframes at this time. I'll be sure to keep you updated of any progress that moves this along. Thanks

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    Howard Jones commented  · 

    Strange that QB has a bank feed facility with CAF Bank yet Xero does not?

    Howard Jones supported this idea  ·