Skip to content
← Share and support customer ideas for Xero

Settings and activity

3 results found

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

    55 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    16 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing this idea and explaining the value it could bring to your practice.

    We appreciate you taking the time to help us understand the benefit of being able to choose which fields are mandatory on the client profile in Practice Manager, especially where practices need more consistency in the information collected for different client types and workflows.

    We’re moving this idea to Gaining Support so we can continue to track interest and better understand how this would help practices in day-to-day use. If this capability would improve your workflow, please add your vote and share more detail about which fields you’d want to make mandatory and why.

    Your feedback helps our team understand the problem and shape future improvements.

    An error occurred while saving the comment
    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

    93 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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

    14 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  7 comments  ·  Invoices & quotes » Payment services  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Xero RJ Sanderson commented  · 

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