Settings and activity
8 results found
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15 votes
Emily Hoult
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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. 🙂Emily Hoult
supported this idea
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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
Emily Hoult
supported this idea
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165 votes
Hi everyone, we get how a 'pause' button would help when juggling multiple tasks, and avoid the need to stop and restart the timer. We want to be honest that there aren't any plans for developing a pause option within XPM. Our teams focus for the time being is on development of the unified practice experience that'll soon be released with the Xero Partner Hub. You can read more on this through our website.
Emily Hoult
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36 votesEmily Hoult
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71 votesEmily Hoult
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108 votesEmily Hoult
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163 votes
Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.
Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.
The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.
We'll post an update as soon as we have any news to share.
Emily Hoult
supported this idea
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This request is the ability to duplicate an entire client.
It would create a NewCo that had the same addresses, contacts, group membership, staff assignments, etc.... Effectively everything except the link to a Xero file.
The use case is setting up corporate groups, where we might be creating 30 clients, all with the same address. Right now we're typing out everything again and again and again. It's rather painful.
An alternative workflow would be to allow for bulk client changes. ex: Allow a user to select multiple clients and then change the address for all of them. This route would make it easier to change to existing clients, and if a new group arrived the clients could be created with just the name and then everything else could be bulk changed.