Settings and activity
4 results found
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184 votes
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
Elizabeth Albany
supported this idea
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166 votes
Thanks for the continued support of this idea, and providing added detail on why seeing age at a glance would be helpful in your workflows.
We've looked into possible solutions to accommodate the needs here, however there's some work that'd need to be done to achieve this. With current focus on Xero Partner Hub release this isn't a feature that we've planned at this time. However, we'll continue to reassess and consider this in future planning. I'll share if there are any updates.
Elizabeth Albany
supported this idea
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259 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
Elizabeth Albany
supported this idea
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43 votes
An error occurred while saving the comment Elizabeth Albany
supported this idea
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We have a number of large client groups who have multiple branch numbers for activity statements - we cannot add these clients into Xero multiple times just to prepare activity statements - this will also cause issues for lodgements and reporting.