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Practice Manager - Set which fields are mandatory on client profile

It would be great to be able to customise if the fields are mandatory or not for new client setups. This would allow us to ensure that the fields we need setup are being setup by the admin team.

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Beth Gozzard shared this idea  ·   ·  Report…  ·  Admin →
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  • Sabina Helmgens commented  ·   ·  Report

    This upgrade will help make sure important client details aren’t missed when setting up new records, keeping our data accurate and supporting our compliance requirements.

  • Matthew Kajewski commented  ·   ·  Report

    This enhancement will allow us to have the option to select which custom fields in XPM is mandatory when creating a new client record. This requirement will ensure data integrity of XPM client records and avoid new client records being created with critical fields missing. In addition, this enhancement will ensure our practice can meet our compliance requirements and due diligence process. It is a must for all accounting practices!

  • Rebecca O'Brien commented  ·   ·  Report

    This enhancement is crucial as it will prevent critical fields being missed - no brainer for the team who create new client files.

  • Renea Maskell commented  ·   ·  Report

    Assist with data integrity and analyses for our firm.

  • Nevan Sinnott commented  ·   ·  Report

    The suggested enhancement would be of great benefit to our practice.

  • Sarah Stone commented  ·   ·  Report

    This enhancement will ensure data integrity of client records in XPM and ensure our firm meets compliance requirements and due diligence process

  • Sandy Maan commented  ·   ·  Report

    This enhancement will help us with the option to select custom fields that are mandatory when creating new clients. It will assist in data integrity of XPM client records

  • John Forster-Knight commented  ·   ·  Report

    Having this option to customise mandatory fields would be very useful for accounting practices

  • Taffy Carlos-Luu commented  ·   ·  Report

    This requirement will ensure data integrity of XPM client records and avoid new client records being created with critical fields missing.

  • Cathryn Ward commented  ·   ·  Report

    This enhancement will ensure our firm can meet our compliance requirements and due diligence process.

  • Jean-Marc Emile commented  ·   ·  Report

    Xero/XPM needs to be abreast of requirements impacting accounting practices and the ability to make fields mandatory will assist practices in meeting their compliance requirements and ensure data integrity.

  • Xero RJ Sanderson commented  ·   ·  Report

    This would be extremely valuable, especially for reporting purposes. It’s something we really need.

  • Georgia Conway commented  ·   ·  Report

    Yes agree, would be great for tracking new client arrival dates for reporting

  • Daniela Depetro commented  ·   ·  Report

    agree and it would also be good to have things such as job category, job manager as mandatory fields