Settings and activity
5 results found
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23 votes
Samantha Madden
supported this idea
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81 votes
Hi everyone, we appreciate how quickly this idea has picked up traction from the community here.
As you've likely heard through other communications we're in the midst of rolling out a unified Client experience as part of our wider Xero Partner Hub.
With the new Client experience you can now;
- Create a client without a TFN, as the Create Client flow has been updated to capture only the basic details
- The TFN can be added later by clicking Edit once the client is created.
- If you do try add a TFN that already exists on an archived client, an error message is displayed - you can get a view of what this looks like in my attachment
Thanks again for sharing with us here and I'll be back to confirm when this new experience is live to all practices.
Samantha Madden
shared this idea
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26 votes
Hi Vicki, we're grateful for your detailed suggestion of how to improve the validation error linking and highlighting experience in AU Tax.
We'll continue to monitor the level of support this idea receives from the community. Thanks again for your contribution.
Samantha Madden
supported this idea
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86 votesSamantha Madden
supported this idea
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25 votesSamantha Madden
supported this idea
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I had the same experience recently assisting colleagues clear validation errors. It took me 1.5 hours doing the same "mucking around" to figure out the schedule highlighting the errors was the wrong schedule. This is time not billable to the client.
We also had it occur on a return with 48 beneficary schedules and thankfully I had the previous experience above to know it wasn't the schedule highlighted. The issue was an error relating to the beneficiary address showing C/- and no second line so we scrolled through the return to manually find which beneficiary had this address and update their client record. The validation screen should be updated to list the schedule number with the issue for assistance.