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.
Claire Donald commented
This is a huge problem for us - please resolve!
Larissa Kydd commented
Agree need this
Why change things that are not broken
Daniel Harcombe commented
Anita Loughrey commented
We need this to process our leavers - we put ZZ in front of their names.
Jean Sutherland commented
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
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.
Carly Watton commented
Major Issue that needs to be resolved immediately
Kerri Borg commented
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
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
Frank Zhao commented
David Vitez commented
Jamie Glenn commented
Please get this done
Grant Thornton LLP - National User commented
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.
Susan Staples commented
It is ridiculous that this is not a feature.
Stacie Fahey commented
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