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Clients - Default address to practice region e.g (AU)

The process for entering addresses for clients needs to be easier and more streamlined. It should default to Australia (the overwhelming majority of clients have Australian addresses). You should also be able to copy street address to postal address, rather than having to reenter the data.

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Split idea
This idea was split into a new idea: Clients - Copy address to Street/Postal
Megan Murphy shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded  · 

Hi Megan, thanks for your feedback on the new Partner Hub experience when entering client addresses. Your input is valuable to and appreciated. We have moved this idea to Gaining Support and the Product team will be looking over all the feedback from our customers/partners so they can get a better idea of the experience and functionality of the new platform. Thanks again for sharing this with us.

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  • Christine Hutchby commented  ·   ·  Report

    The default country could be set to the relevant country that the accountant is based in. In our case the default would need to be New Zealand.

  • Joss Rhodes commented  ·   ·  Report

    In old XPM the address would search as soon as you started typing. New version needs the country entered first. The suburb name auto populates in the city too and needs to be manually corrected.