Settings and activity
12 results found
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314 votes
Hi everyone, another update as we lean into the end of year I'm happy to let you know that this feature has now moved into a beta with a small group of users.
We look forward to sharing next steps on it's release in the new year!
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Sandra Andrews
supported this idea
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2 votesSandra Andrews
shared this idea
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168 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.
An error occurred while saving the comment Sandra Andrews
commented
I agree with Kerrie's comment. Sometimes you need to know how old a client is for various reasons as advised by Kerrie - private health, super, retirement.
It would be great to be able to see it without having to calculate it from their date of birth. It is time saver but can also increase the fee base of a client and allow us to provide more personalised service for the client based on their needs. -
10 votes
Hi everyone, while this is something our team began looking into, unfortunately this has been put down with other more immediate work taking priority.
Hopefully they will be able to pick this back up down the track, but we'll move back to Submitted for now and continue tracking the interest here. I'll let you know if there are any more changes.
Sandra Andrews
shared this idea
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69 votes
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17 votes
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47 votes
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37 votes
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31 votes
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27 votes
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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.
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55 votes
Thanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂
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Very surprising Xero do not have this functionality, given MYOB do and they are usually behind Xero!
Xero had electronic lodgement of TFN forms very early.
Xero has missed the boat on this feature