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  1. XPH - Sync Xero Organisation Details with Client record in XPH

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    1 comment  ·  Reports & tax » History & notes  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Jordan, thanks for sharing your idea here. We understand how updating client details in separate systems can add extra admin time.

    A sync between Xero organisation details and Xero Partner Hub records could help keep information consistent and reduce manual update across your practice. We’ve moved this idea to Gaining Support so we can continue monitoring interest and share the feedback with our product teams.


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    Elsa Schuster commented  · 

    It would also be good if there was a system to alert practice users when the details on a client record are different than the details in the organisation settings - eg. address, phone number etc.

    Perhaps could be added to the Insights tab? Since phone number and email already appear there.

    Elsa Schuster supported this idea  ·