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  1. Practice tools | Client - Replace the fax number field with mobile phone number

    There are client level fields for phone and fax numbers. We have not had a fax machine in the office for a number of years. and it would be more useful to have these fields nominated as landline and mobile numbers. Consideration would have to be given to how this meshes into FYIDocs and FuseSign as FuseSign has issues if the phone number field does not meet its defined parameters.

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    6 comments  ·  Clients  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing the details that'll help you better manage clients in your practice. With the new clients experience within Xero Partner Hub you'll soon have new client fields including the ability to enter multiple email and phone numbers so you'll have a place to record client mobile along with other contact numbers.

    Xero Partner hub will be rolling out to partners in early 2026. You can register your interest for early access on our website now. We'll return to update when this is rolled out.

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