Settings and activity
33 results found
-
19 votes
Nicholas Barbouttis
supported this idea
·
-
28 votesNicholas Barbouttis
supported this idea
·
-
34 votes
Hi everyone, as noted in the comments here with Single Client record and client lists now being the same across XPM and Xero HQ you could export your client list from Xero HQ and you'll in the export file there is a column for Organisation name.
Appreciate this isn't directly within Xero atm, so we'll leave the idea open. We don't have any direct plans for developing this view in Xero right now, but we'll continue to track the appetite here and share if there's any change planned.
Nicholas Barbouttis
supported this idea
·
-
24 votesNicholas Barbouttis
supported this idea
·
-
46 votesNicholas Barbouttis
supported this idea
·
-
4 votesNicholas Barbouttis
supported this idea
·
An error occurred while saving the comment -
2 votesNicholas Barbouttis
shared this idea
·
-
17 votes
-
45 votes
-
10 votes
-
173 votes
-
160 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.
-
257 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
.png){kind=link}
Client Relationships Report
Currently, the custom report allows the user to add the Related Client's Name only. Would be good to be able to include a unique identifier as well for the related client, such as the Export Code for that related client.