Settings and activity
15 results found
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3 votes
An error occurred while saving the comment 
Kerrie Flood
supported this idea
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158 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
An error occurred while saving the comment Kerrie Flood
commented
I would find it useful for incidental chats with clients - example - "you are almost 30, time to think about whether you commit to private hospital cover", "you are approaching age pension age, let's start planning for that" etc etc
Kerrie Flood
supported this idea
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8 votes
Thanks for sharing your idea here, Tanya. To check would this be for a client or staff's details? Just want to make sure we're sharing back with the right product team.
An error occurred while saving the comment Kerrie Flood
commented
Can we pretty please have a new drop down box in the general client information area where we can enter a client's preferred pronouns?
Kerrie Flood
supported this idea
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71 votesKerrie Flood
supported this idea
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47 votesKerrie Flood
supported this idea
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32 votesKerrie Flood
supported this idea
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169 votesKerrie Flood
supported this idea
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49 votesKerrie Flood
supported this idea
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385 votes
Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.
As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.
One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊
We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…
Kerrie Flood
supported this idea
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255 votes
Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!
With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.
This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website
Kerrie Flood
supported this idea
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121 votes
An error occurred while saving the comment Kerrie Flood
commented
This would be amazeballs pretty please!
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310 votes
Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.
We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here
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30 votes
Hi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.
We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!
Kerrie Flood
shared this idea
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56 votesKerrie Flood
shared this idea
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67 votes
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xero sign..... on resetting your password, the page redirects to the xero portal rather than attempting to add a business subscription. It reduces our clients trust in the product.