☰

Auto update Xero XPM custom fields

Automatically update custom fields to reflect XPM defailt fields, which aren't available in reports

Verze ze dne 12. 06. 2021. Zobrazit nejnovější verzi.

Autor
kylemd
Hodnocení
0 0 0
Verze
0.1
Vytvořeno
12. 06. 2021
Aktualizováno
12. 06. 2021
Size
3,3 KB
Licence
neuvedeno
Spustit na

Xero Practice Manager, or XPM, has a number of annoying shortfalls with their default reports - in that there are a number of fields unavailable to be selected in their report builder. These are any of the client BSB, account number, etc.

I have just purchased ATOMate, which needs to know if the client is a fee-from-refund client. However, as this field isn't accessible via reports, this requires a double entry of this field, which is just asking for trouble.

This script will automatically populate custom fields for fee-from-refund, BSB, account number and account name, so XPM reports work like they should out of the box.