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22 results found

  1. XPH | Clients - Add a "Groups" tab to the Clients section

    Add a Group Tab for all clients in a group

    1 vote

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    0 comments  ·  Clients  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Jess, thanks for sharing this idea! Right now, having to search or click through multiple screens can slow things down, so we love the idea of a more central view.

    In the meantime, you can see the groups a client belongs to in the Information tab on their record (in the box on the right-hand side).

    I’ve moved this to Gaining Support so we can see how many in the community would find a dedicated Groups tab useful. Keep the votes and comments coming — your input really helps the product team understand the difference this could make!

  2. Practice Tools - Display Client Code in the Client record header

    Previously the Client Code showed in the address bar (i.e. 8 digit number unique to the client). We could then add the number to the Client Code field under each client. This number is used to sync the client to external apps integrated with XPM (i.e. FYI Docs) This has now gone! The address has changed. How do we find the client code when setting up a new client now to enable accurate syncing??

    1 vote

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    0 comments  ·  Clients  ·  Admin →
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    Gaining Support  ·  AdminRidhwaan Uddin (Admin, Xero) responded

    Hi there,

    Thank you for raising this!


    With the recent updates to the interface and URL structures, that "shortcut" isn't as visible as it used to be. I’ve assessed your suggestion and moved it to Gaining Support.


    It’s a great piece of feedback because it highlights how a small UI change can have a big impact on your workflow with integrated apps.


    I’ve also updated the title to Practice Tools - Display Client Code in the Client record header to help other practice users find and vote for it.


    A quick tip for now: While it's not as fast as the address bar, you can still find and edit that code by clicking Edit Details within the client record.


    Alternatively, if you need to find these in bulk for several new clients, running a Client Report and including the 'Client Code' column is currently the most reliable way to…

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