Practice tools | Client - Search by TFN or ABN
Have the ability to search the client list by TFN or ABN
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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Elizabeth O'Connor
commented
This feature would be really useful
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Kellie Fleetwood
commented
Really miss this feature after moving from HS to Xero, its very useful
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Jess Jurek
commented
It would be useful to be able to search in XPM via a client's TFN or ABN.
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Rachel McCoy
commented
YES!! recently moved to Xero from Handisoft and missing the use of this feature!! :(