Xero 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.
1
vote
Samantha Madden
shared this idea
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.
