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XPM - Edit staff name

Need the ability to edit staff names in practice manager as we were able to in the past. The new staff screens do not allow this. It is not reasonable to lose the history of that person if we just need to update or fix a name.

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Neil Yeoman shared this idea  ·   ·  Report…  ·  Admin →
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  • Larissa Kydd commented  ·   ·  Report

    Agree need this

    Why change things that are not broken

  • Anita Loughrey commented  ·   ·  Report

    We need this to process our leavers - we put ZZ in front of their names.

  • Jean Sutherland commented  ·   ·  Report

    We also put zz in front of the leavers names and now cannot. We have deleted their Xero access so cannot use the workaround.

  • Ann Lewis commented  ·   ·  Report

    This is critical, when we have someone who leaves we also used to put ZZ in front of the name so we could identify the leavers. Now we can't do it. As the administrator I need to be able to do this.

  • Kerri Borg commented  ·   ·  Report

    This is a major issue in XPM - it's essential that the administrator is able to rename staff, for example using a prefix "zz" when staff leave. Amanda has provided a workaround for an individual user to change their own name, which is great, however, it still needs to be easily done as the practice administrator.

  • Amanda Wyngaard commented  ·   ·  Report

    Staff can edit their own name in XPM/Xero:

    1. While logged into Xero, click on your initials in the top right of the screen and select Account
    2. Click on your initials in the new screen Select Edit Profile (just under your name)
    3. Here you can update your name and other personal details
    4. Once saved, this will update your name in Xero Practice Manager the next time you log in

  • Grant Thornton LLP - National User commented  ·   ·  Report

    Not having the ability to change staff names in XPM is far from ideal and can result in confusion and inability to properly communicate with a staff member.

  • Stacie Fahey commented  ·   ·  Report

    Ability to update staff names e.g when someone gets married and officially changes their last name or when someone legally changes their name, previously we could update staff names in their profile. I can't do this since the new update. Thanks, Stacie