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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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In development  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Heya team, we appreciate the continued support in this idea. With all practices now on the unified client experience and Xero Partner Hub rolling out to all over the coming months we have a close eye on all feedback surrounding this in the forums.

The ability to search client by ABN is available now from the Client list, and development for searching by TFN is well underway so we'll keep you updated of it's release here. Thanks!

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  • 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...."

  • 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.

  • Rachel McCoy commented  ·   ·  Report

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