Unmatched Clients and Managers

The app matches the IRD record to the XPM record by IRD number and entity name.

Unmatched records and managers can be found in the 'Clients' tab under Tax Admin.

To view the unmatched records, use the Filters function to search accordingly; 

To view the most likely IRD/XPM matches, click on the grey arrow to the left of the client name; 

The most relevant possible matches will be presented. Select the correct match and click on 'save selected'. The matched line item will then disappear from the page.

If there are no possible matches or you choose to select 'I'll match this entity manually', you will be asked to copy paste the entity's XPM ID; 

If there is a missing email address or manager, this needs to be added to XPM and then the data refreshed via the XPM tab in Operation Settings. We advise that you pause automations while making any changes in XPM. 

If you need any help with matching, please contact us on support@pluginaccountant.com or 0800 800 086