Skip to Main Content
Status Awaiting Prioritization
Categories Practice Management
Created by Louis Evangelou
Created on Sep 29, 2024

Xero sales ledger does not sync with client list in elements

When you do the sync process, you cannot link existing elements clients to existing xero clients. you can only import xero clients that are not in elements.

You should be able to 'match' the client in xero with the one in elements. see how other platforms achieve this syncing.

  • Attach files
  • Admin
    Rob Millen
    Reply
    |
    Oct 9, 2024

    Thanks for logging this Louis, we certainly want to upgrade the Xero sync to allow for existing clients to be connected / mapped. It's not something we're actively working on but let's see how many votes this gets.