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  1. Practice Manager - Set which fields are mandatory on client profile

    11 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Xero RJ Sanderson commented  · 

    This would be extremely valuable, especially for reporting purposes. It’s something we really need.

    Xero RJ Sanderson supported this idea  · 

  2. Clients - Warning when creating client record with same TFN as archived client

    82 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate how quickly this idea has picked up traction from the community here.

    As you've likely heard through other communications we're in the midst of rolling out a unified Client experience as part of our wider Xero Partner Hub.

    With the new Client experience you can now;

    • Create a client without a TFN, as the Create Client flow has been updated to capture only the basic details
    • The TFN can be added later by clicking Edit once the client is created.
    • If you do try add a TFN that already exists on an archived client, an error message is displayed - you can get a view of what this looks like in my attachment

    Thanks again for sharing with us here and I'll be back to confirm when this new experience is live to all practices.

    Xero RJ Sanderson supported this idea  · 

  3. Tracking category on Automatic fees from Payment services

    10 votes

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
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    Xero RJ Sanderson commented  · 

    +1 on this, this will save a lot of time figuring out what department is the fee for.