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Xero Practice Manager - Add copy button next to client details (TFN, ABN, etc)

ADD copy buttons next to TFN, ABN, TFN in xpm client details page.
allowing copy with no spacing.

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Johnny Su shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, sorry the update for this idea slipped through the cracks but I am happy to confirm that as part of the new unified client experience our teams wrapped a lot of ideas from our community into the updates.

You'll now find there is a copy icon next to some client details where you can copy to your clipboard including TFN, ABN, NZBN and more.

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  • Elisa Harris commented  ·   ·  Report

    Absolutely! We also came from Handi and that was one function I used all the time.

  • Janet Sucur commented  ·   ·  Report

    Hear here, Rachel! Being able to 'right click' on a client name and be given options of copying ABN, TFN, ACN would be great.

  • Rachel McCoy commented  ·   ·  Report

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