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41 results found

  1. XPH Client Details - Hide Unnecessary fields when creating record.

    Ability to remove unnecessary fields when setting up a client in XPM or ability to hide the blank fields after the setup so that they don't show up in the Client Details Tab. The purpose is to see the fields with details on them only and to make them look neat and tidy. Please see attached.

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    1 comment  ·  Practice management  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Hey team, thanks for sharing your idea, and letting us know that having the ability to only have the necessary fields to complete for a client (based on Business Type etc) would be beneficial.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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