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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

2021-06-15 या दिनांकाला. सर्वात नवीन आवृत्ती पाहा.

लेखक
kylemd
रेटिंग
0 0 0
आवृत्ती
0.4
बनवली
2021-06-12
अपडेट केली
2021-06-15
आकार
4.11 KB
License
नाही
यांवर लागू होते:

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.