Settings and activity
15 results found
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14 votes
Good news, team! We've had a close eye on all ideas around managing your practice in the forums here, and as you may have heard we have a new experience coming to all practices soon with the Xero Partner Hub 😊
Bringing client experiences together from Xero HQ and Practice Manager you'll soon have an improved client layout, where you can customise your client list columns to see the data that'll help you manage your clients efficiently.
Find more on what you'll get with the Xero Partner Hub through our website.
Sandra Andrews
supported this idea
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An error occurred while saving the comment -
306 votes
Great news team, work has been moving along well and I'm pleased to share our teams are developing the ability for employees to self-onboard by entering their own onboarding details within Xero Payroll in Australia.
We appreciate the extra admin and time this will take back for Payroll admins to be able to focus on the more critical payroll tasks. Currently in testing with a small group of users, I look forward to coming back with more details as we progress to release.
An error occurred while saving the comment Sandra Andrews
commented
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 featureSandra Andrews
supported this idea
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2 votesSandra Andrews
shared this idea
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164 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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36 votes
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402 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…
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31 votes
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27 votes
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181 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. 🙂 -
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
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Agreed we should be able to customise the client page in XPM. We would love to see client codes on the page.