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For accountants & bookkeepers: Xero Practice Manager

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Practice Manager - Include Archived clients in the Search and API

XPM include archived clients in XERO search / list endpoints. Similarly, to how contacts in the accounting API are handled by passing the includeArchived=true query. This will allow clients from XPM with a status of ARCHIVED to be included in the response.

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Mathew Ross shared this idea  ·   ·  Report…  ·  Admin →
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  • Zack Janeski commented  ·   ·  Report

    Accounting and advisory firms often need to reference archived client details when re-engaging with past clients, tracking historical interactions, or ensuring continuity in multi-year engagements. This feature eliminates the need for workarounds like reactivating archived clients, which can be time-consuming and inefficient.