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22 results found

  1. Practice tools | Client - Add multiple email addresses for client

    We need the ability to add multiple email addresses for a client. Not extra Contacts, but the main email address for a client. Currently you can only enter one email address, this is the address that tax payment letters (for example) are automatically sent to. However, some clients want these to go to more than one address. We have to keep a separate spread sheet and our Tax administrator needs to manually send tax payment letters to those clients.
    Something similar to Xero Blue, where you can add an extra email address for invoices and statements to be sent to,…

    405 votes

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    27 comments  ·  Clients  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we thoroughly appreciate the support received in community on this idea overtime.

    I am pleased to share that the new unified client experience has been released to all practices, that includes the ability to add multiple addresses for a client.

    Xero Partner Hub is with a limited group of users atm, and will be rolling out to everyone in 2026.

    As mentioned in my last update - knowing that there is also a great interest in being able to set a purpose for each email added we have created a new idea to continue to explore as we keep developing the experience. We will be sure to update you of any progress around this there.

    Thanks for your engagement in the forums!

  2. Practice tools | Clients - Date of death field for client details

    Date of death field to add in to client details would be helpful

    260 votes

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    30 comments  ·  Clients  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thank you for everyone's engagement and support in this idea. With the new unified client experience now live to all practices we are pleased to return and move this idea to completed.

    As mentioned in my previous update, with the new experience we have incorporated additional detail fields such as Date of Death for Individual / Sole Trader business structures.😊

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