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AU Tax - Warning when creating client record with same TFN as archived client

When creating a new client the duplicate TFN warning should also apply to Archived clients.

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Samantha Madden shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded  · 

Hi Samantha, thanks for sharing this excellent suggestion for improving data integrity in Xero Tax. Preventing duplicate client records is incredibly important for practice management.

We've reviewed your idea to have the duplicate TFN warning also check against archived clients when creating a new record. Your suggestion is now ready to gain support and feedback from other members of the community.

Along with votes, other tax professionals can now share their experiences and comment on how this enhanced warning would help ensure clean client data within their practice.

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  • Paul Howlett commented  ·   ·  Report

    "Your suggestion is now ready to gain support and feedback from other members of the community."

    This is complete and utter cop-out.

    This isn't some sort of "feature request"; this is a bug that should be given to someone to fix posthaste!!

    And I don't claim to be a programmer, but it doesn't seem to even be an overly complex fix:
    * TFN CHECK when adding client
    * remove check against "ACTIVE" clients
    * replace check against "ALL" clients

    THIS IS A BUG!!! JUST FIX IT!!!