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

    134 votes

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    20 comments  ·  Practice tools  ·  Admin →
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    under review  ·  AdminKelly Munro (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’
    Talia Spackman supported this idea  · 

  2. Repeating Invoice - Update template if contact email address is changed

    11 votes

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    submitted  ·  4 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Talia Spackman commented  · 

    Agree - I have just discovered this issue myself. It was lucky I got the prompt to update the address on repeating invoices or I wouldn't have known to do it - but also, seems like double handling to me. And defeats the purpose of the supposed "single source of truth" too.

    Talia Spackman supported this idea  ·