Xero Tax | Search - By Client ID Code
XeroTax: Showing Client ID Code on Client page and being able to search by Client CODE, TFN, ABN, Mobile.
We have many clients with the same name and we have to keep manually looking through their details to make sure they are the right client.
30
votes
Peter Nguyen
shared this idea
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Suman Devkota
commented
Would love if there's a feature to search clients using their email address.
We too do have many Individual clients with same name, and it's getting harder to trace down the individual.
Recently moved from Lodgeit, and realise that Lodgeit is far far better than Xero tax at many fronts. -
Rachel McCoy
commented
YES!! this is the same issue we have RE searching. recently moved to Xero from Handisoft and missing the use of this TFN search feature!! :(