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44 results found

  1. AU Tax - set default print settings for your practice

    23 votes

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    5 comments  ·  Practice tools  ·  Admin →
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    Sam Gray shared this idea  · 

  2. Xero Practice Manager - Ability to delete client

    7 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Sam Gray commented  · 

    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...

    Sam Gray supported this idea  · 

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

    143 votes

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    22 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.

    You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.

    This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.

    We'll continue to keep a close eye on the support here, and share if there's any progress.

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    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?

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    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  · 

  4. Document Packs - Send me a copy of the email

    47 votes

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    submitted  ·  10 comments  ·  Practice tools  ·  Admin →
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    Sam Gray commented  · 

    Wild that the email that is sent to clients with documents for signing is lost forever... wild.

    Sam Gray supported this idea  · 
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