Settings and activity
5 results found
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4 votes
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Sam Gray
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126 votes
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’
An error occurred while saving the comment Sam Gray
commented
The admin response here is very confusing. What a strange jumble of dot points.
The article linked says you can choose the option: "Every time client details are updated – Each time you update the details for a client in Practice Manager, the changes are sent to Xero automatically. Select this option if you want both systems to be in sync at all times."
I have that option selected. When I create a Client in XPM, it creates a Contact in Xero Blue. But it does not add the email address to the Xero Blue Contact. Why does the help article and admin response here, suggest it does?An error occurred while saving the comment Sam Gray
commented
Xero Tax should sync the client email address (from Xero Tax/XPM) to the Practice's Blue Xero Organisation.
So simple.
Why does it not?Sam Gray
supported this idea
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40 votes
An error occurred while saving the comment Sam Gray
commented
Wild that the email that is sent to clients with documents for signing is lost forever... wild.
Sam Gray
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22 votes
An error occurred while saving the comment Sam Gray
commented
It's wild that Xero and Stripe can't just surcharge exactly what it would cost to process. The maths isn't even hard at all.
Read this as well if you haven't already: https://central.xero.com/s/question/0D58V00008uqRguSAE/gst-on-stripe-fees
And my comment:
This is wild. Interesting to finally have the context around Xero Inc and how they dodge GST.This causes a plethora of issues, that Xero will say is not their problem, including:
- businesses incorrectly claiming GST on the fees. You only know you're not being charged GST because of a tiny fineprint under the Payment Services section. Then Xero gives you the option to automate my fees, and all you have to do is select an account (so you select Merchant Fees - which it is). Now Xero automatically creates the transactions for the fees, incorrectly, using GST on Expenses. Lol. Xero will say "it's up to the business and their accountant to determine the GST treatment". Yeah, but Xero says would you like us to automatically create the fee transactions for you? Yeah, cool, we'll do that but won't take any responsibility that it's correct, nor let you know how we decide on the tax rate we use ;) hehe
- businesses losing money when surcharging their customers or being non-compliant with ACCC. If I want to surcharge and my original invoice had GST on Income, my surcharge should be GST on income. Now my surcharge is $10.00 and the Xero/Stripe fee was $10.00. I pay my $1.81 GST to the ATO and I don't get a $1.81 GST credit, so I lose out. Alternatively, I make my surcharge $11.00 and now I'm break even, but the surcharge is more than the cost to the business, so I am not compliant with ACCCSam Gray
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4 votesSam Gray
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I have an Individual Client (in XPM and XeroHQ). XeroHQ created a duplicate Client, but a Company, in both XeroHQ and XPM. I can't delete the duplicate that XeroHQ created. Absolutely ridiculous...