7 results found
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Client - Show subscription name
Can the xero subscription name be reinstated under the client. This was available before the upgrade, now under subscription heading we can only see who subscription managed by and last viewed. I understand there is the Go to Xero blue button at the top but the name of the subscription would be great.
15 votesSorry to hear the troubles you're running into here, Kirsty. The organisation name should now display under the subscription heading on the client details page. However, if this is not the case for your clients please raise a case with our Xero Support team via Xero Central and our specialists can investigate with you 1-1. Thanks!
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XPH - Unified client data sync across Jobs, Tax, and Billing modules
It would be good if each of your sections talked to each other and drew client data (name, address, year end etc) from one source instead of having to key it it. When I add a new job and select a client I am still having to rekey information in that is already stored elsewhere in xero.
2 votesHi Stephen, in Xero Practice Manager, client data is designed to sync across these areas, though the way this works can vary depending on the specific fields.
It would be best to reach out to our Xero Support team so they can take a closer look at your account setup and understand which fields aren’t syncing as expected. That will help us confirm whether this is expected behaviour or something that needs further investigation.
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XPH - Ability to clear or reset drop-down and date fields to blank
Currently, once a value has been selected in a drop-down field (pre-existing fields - not custom as you can enter a blank line) or entered in a date field on a client record, it cannot be cleared or removed. A value must always remain, even if it was chosen in error or is no longer relevant.
This creates issues where incorrect or outdated values remain attached to client records, making fields harder to maintain over time.
It would be very helpful to allow users to either:
-- reset a drop-down or date field back to blank, or
-- remove an…
2 votesHi James, since we haven’t heard back for a little while, we’re going to move this idea to Feedback status for now.
As mentioned, to make sure we’re passing the right information along to our product teams, we need a bit more detail on where you're seeing this limitation:
- Are these custom fields you’ve created, or standard system fields (like a Job's "Planned Start Date")?
- Is there a specific drop-down menu where you’re currently unable to deselect a chosen option?
Knowing exactly where you're running into this will help us understand the scope of the request.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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XPH - Ensure "Exclude Archived Clients" filter works on Custom Fields report
Currently, when a client is archived, custom fields continue to show up in a customised report (even when "Exclude Archived Clients" is selected). Please ensure that when creating a report relating to custom fields, and selecting "Exclude archived clients", that the custom fields of archived clients don't show up in the report.
1 voteHi Sean, filtering out archived clients in custom reports is currently supported in Xero Practice Manager, including when using custom fields. You can apply filters such as [Client] Status exclude Archived within the Report Builder to limit results to active clients.
As this should already be available, it may come down to how the report is set up or how the filters are being applied. I’ve moved this to Feedback for now, and it’s best to reach out to Xero Support so the team can review your specific report configuration and help get it working as expected.
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Integration of emails to a platform for bulk delivering of ideas and specials to customers
Integration of emails addresses to Mailchimp or similar platform. We currently have Mailchimp as our email platform to bulk send updates and specials to our customers. we have to physically enter the new clients email into Mailchimp and often forget, this leaves us without an updated communication list. Does anyone have experience with a platform that automatically sends email address into mailchimp or a simlar app that works well with Xero so that it is easier and more efficient. Please give me some feedback I am new to this.
Thank you1 voteHi Michelle, thanks for sharing this suggestion.
It sounds like you’re looking for a way to connect client data with a marketing platform so you can manage bulk communications and promotions more efficiently.
Xero Practice Manager provides an open API, which allows external platforms to build integrations and sync data with XPM. In most cases, the development of these connections starts with the third-party software you’d like to use, so it’s best to reach out to their support or product team to let them know there’s interest in an integration.
Because this relies on an external integration, I’ve moved this to Feedback. You may also want to post this in Xero Developer Ideas so our API team and third-party developers can see demand for this type of marketing connection.
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place of birth
XPM - Place of birth field is duplicated on the client page.
1 voteHi Sally, thanks for getting in touch! It sounds like you’re trying to manage the "Place of Birth" field in a client record.
In Xero Practice Manager, there’s already a default Place of Birth field, so if you’re seeing duplicates or unexpected behaviour, the best next step is to reach out to Xero Support. They can check your record directly and help resolve the issue.
I’ve moved this to Feedback for now while you connect with the support team.
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XPH - Partner and Manager Details Not Saving
When adding a new client, or updating existing clients, the Partner and Manager details do not save so you need to go back in and do it again 2-3 times.
1 voteHi Lauren, this does sound more like a issue where something isn't working as it should. If not already please raise a case with our Xero Support team through Xero Central and we can dig into this a bit deeper to escalate with our product team if needed.
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