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XPM - Merge clients

It would be helpful to merge clients in XPM where two accounts have been created (different names) and tax returns filed under each one. For example a client entered under their maiden name and married name who have filed tax returns. In our case a duplicate was accidently created when doing the return and we have no way to now shift the tax return to the correct and active client account in XPM.

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Jassie van Helden shared this idea  ·   ·  Report…  ·  Admin →
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In development  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

With the soon to come Xero Partner Hub we'll be bringing all your practice tools under one umbrella and improving your experience in managing and working with clients in your practice. With the combined experiences of Xero HQ and Practice Manager this'll include the ability to merge two clients into one, like you're after here 🙂

Thank you for sharing your feedback with us. Find more information about Xero Partner Hub on our website, and we'll be back to update you all as this goes live to practices in the coming months.

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  • Lilianna Skutela commented  ·   ·  Report

    Thanks for feedback Dale, but this is in regard to merging duplicate clients in XPM not in HQ.

  • Lilianna Skutela commented  ·   ·  Report

    We had an existing XPM database for iRet's which got abolished. When we migrated from MYOB, a second client record was created. It would benefit everyone greatly if client records could be merged so that ITR's and previous jobs can stick with the 1 client.

    Also, the system should identify when a TFN and ABN have previously been used in the system in order to prevent future duplications.

  • Colleen Marriott commented  ·   ·  Report

    I totally agree too. I've had the case where a duplicate client has been created in XPM and invoices have started going from Blue Xero to XPM to the duplicated one in error.

  • Adelle Brown commented  ·   ·  Report

    In previous software I have used it will not allow you to add the same IR number to multiple clients - This would solve this problem