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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

Per 15-06-2021. Zie de nieuwste versie.

Maker
kylemd
Beoordelingen
0 0 0
Versie
0.3
Gemaakt op
12-06-2021
Bijgewerkt op
15-06-2021
Grootte
3,44 KB
Licentie
N.v.t.
Wordt toegepast op

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.