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Practice tools | Client - Search by TFN or ABN

Have the ability to search the client list by TFN or ABN

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Robert Kellaway shared this idea  ·   ·  Report…  ·  Admin →
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  • Chloe Miller commented  ·   ·  Report

    The ability to search for a contact (both active or archived) using a supplier ABN. This would be incredibly helpful where a supplier might go by multiple names and would also speed up the process of searching for an unfamiliar contact.

  • Nicole Johnson commented  ·   ·  Report

    This an urgent and critical requirement as the TFN is the only true client identifier as an ABN can be added to more than 1 client. I suggest in future that you consult with a group practice managers across different size firms to get an understanding of their needs before you make major changes.

  • Dan Yurick commented  ·   ·  Report

    Yes, please! I agree with all the comments.

  • Tania Petersen commented  ·   ·  Report

    Yes please!!!!! used it everyday now it makes it more long winded with so many clients and or business with similar names.

  • Kyle Hogan commented  ·   ·  Report

    Please bring back TFN and ABN search. It's crucial for if clients are managing multiple entities and the only unique identifier are things like ABN or TFN if the reports don't label the entity.

  • Rhiann Chadderton commented  ·   ·  Report

    Prior to the most recent update we were able to search using a clients TFN.
    Can we please get this function back?

    It is so useful for Admin when we are getting lodgement lists from the ATO and we are having to search a number of different clients. It is simpler to search the TFN, rather than the exact name. ie ATO lists as "The Trustee for....." but we have it in our system as the Trust name, rather than the "The Trustee for...."

  • Candice Peckham commented  ·   ·  Report

    Thank you, I've been wanting to raise this idea for a while now. It would be so helpful and would prevent duplicate contacts due to spelling differences and multiple business' with a single ABN

  • Kellie Fleetwood commented  ·   ·  Report

    Really miss this feature after moving from HS to Xero, its very useful

  • Jess Jurek commented  ·   ·  Report

    It would be useful to be able to search in XPM via a client's TFN or ABN.

  • Kate Morris commented  ·   ·  Report

    When the business name and trading name do not match, it is a life saver to be able to search with the ABN.

  • Cait Green commented  ·   ·  Report

    Search contacts by ABN, at present you can only search by ACN.

  • Rachel McCoy commented  ·   ·  Report

    YES!! recently moved to Xero from Handisoft and missing the use of this feature!! :(