Settings and activity
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82 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.
Hannah Elford
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20 votesHannah Elford
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47 votesHannah Elford
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8 votes
An error occurred while saving the comment Hannah Elford
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42 votesHannah Elford
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@xero, any update on this one? This would assist in streamlining workflow.
At the moment we have multiple jobs set up automatically but are unable to start jobs until a previous job for the same client has been completed.
Would also need this functionality between clients such as a business group