Skip to content
← For accountants & bookkeepers

Enter your idea

For accountants & bookkeepers: Xero Practice Manager

Categories

(thinking…)

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.

17 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Mathew Ross shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • 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.