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  1. AU Tax - Warning when creating client record with same TFN as archived client

    53 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

    Hi Samantha, thanks for sharing this excellent suggestion for improving data integrity in Xero Tax. Preventing duplicate client records is incredibly important for practice management.

    We've reviewed your idea to have the duplicate TFN warning also check against archived clients when creating a new record. Your suggestion is now ready to gain support and feedback from other members of the community.

    Along with votes, other tax professionals can now share their experiences and comment on how this enhanced warning would help ensure clean client data within their practice.

    Xero RJ Sanderson supported this idea  · 

  2. 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.