Settings and activity
4 results found
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6 votes
Hi, thanks for sharing this idea, about how a Search on these drop-downs would speed things up for you.
We've reviewed your idea and now you can share it with any colleagues that this could benefit, so they can add their votes and comments to support it.
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Cheryl Nicholson
supported this idea
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139 votes
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.
An error occurred while saving the comment Cheryl Nicholson
commented
XPM syncing with Xero blue when an email address has been updated, currently need to manually update both systems.
Cheryl Nicholson
supported this idea
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21 votesCheryl Nicholson
supported this idea
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127 votes
Hi everyone, we appreciate the feedback we've received on this change and while this was an intentional change this is something our product teams are monitoring feedback of very closely and considering improvements around in the new clients experience.
While we can't make any commitments atm I will be certain to share any plans with you all here.
Cheryl Nicholson
supported this idea
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When creating a new client and selecting their title e.g. Mr/Mrs, allowing this to be searched by typing in the start of it, rather that having to scroll through the entire list of options - A through to M is a LONG list, another thing that was taken off when the new update occurred, a nightmare for Admin staff!!!