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Auto update Xero XPM custom fields

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

Versione datata 12/06/2021. Vedi la nuova versione l'ultima versione.

Autore
kylemd
Valutazione
0 0 0
Versione
0.2
Creato il
12/06/2021
Aggiornato il
12/06/2021
Dimensione
3,42 KB
Licenza
Non disponibile
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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.