Settings and activity
4 results found
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16 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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22 votesCheryl Nicholson
supported this idea
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238 votes
Thanks for all the engagement and sharing how valuable this feature is to managing your clients with Xero.
I understand the desire for another update and am pleased to share that this is something our product teams will be addressing and are working on developing within the new unified client experience.
I'll share more news here as this gets closer to release.
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!!!