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  1. Xero Partner Hub - Retain Visibility of Blank Tax/IRD Number Field in Client view

    8 votes

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    0 comments  ·  Xero Partner Hub » Clients  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Sue, we appreciate you suggesting that the Tax/IRD Number field remain visible, even when blank - it’s a helpful idea for tracking data completeness and maintaining consistency in client records.

    We’ve moved your idea to Gaining Support, so it’s now open for the community to vote and comment. Our product team is keeping a close eye on feedback coming through related to Xero Partner Hub.

    We’d love to hear more from you and other community members about how this change could improve your workflow or benefit your practice. Sharing specific examples will help the team understand the value of this idea.

    Thanks for getting the conversation started!

    Anna Stretton supported this idea  · 

  2. Clients - View additional contact mobile from clients page

    20 votes

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    1 comment  ·  Xero Partner Hub » Clients  ·  Admin →
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    Anna Stretton supported this idea  · 

  3. XPH | Client list - Match partial or similar name in search

    16 votes

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    2 comments  ·  Xero Partner Hub » Clients  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.

    While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.

    Anna Stretton supported this idea  · 

  4. Clients – Improve XPM client edit screen (whitespace & layout)

    19 votes

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    2 comments  ·  Xero Partner Hub » Clients  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi team, it’s been interesting to read through all the comments in this thread. We appreciate the ask and the detail you’ve shared around how these changes could make the client edit screen easier to work with when you’re moving quickly between clients.

    This idea is now in Gaining Support, which me

    This idea is now in Gaining Support, so it’s open for the wider community to add votes and comments. We’ll keep following the discussion as more perspectives are shared.

    Anna Stretton supported this idea  · 

  5. Practice Manager - Staff permissions for PLS/ELS Management only

    16 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Anna Stretton commented  · 

    Agree - just tried to do this and realised I couldn't!

    Anna Stretton supported this idea  ·