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Client - Address field integration and synchronization across related client entities

Address field enhancements

  • copy button (similar to ABN copy button)
  • intergration of addresses between clients, so that if client changes address you dont have to go into each related entity and update multiple addresses for many clients
5 votes

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Holly Jenkins shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded  · 

Appreciate you raising this suggestion. Being able to update an address once and have it reflected across related clients or entities could make managing family groups and corporate structures much easier.

We’ve moved this to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share which client relationships or address fields you’d want to keep linked.

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  • Reena Atkar commented  ·   ·  Report

    Hi Xero,

    Can this feature be put back on for NZ also. Its very time consuming doing address updates individually.

  • CRAIG LIGERTWOOD commented  ·   ·  Report

    In Xero Tax Aus, It use to allow when an address was updated in the Client page, any related entities popped up asking if you wished to update the related entity with that information.
    This function appears not to now occur.

    This results in having to re-enter addresses in multiple Client Pages.