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6 results found

  1. Archiving clients in XPM and Blue Xero

    10 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Janeale Holden supported this idea  · 

  2. Practice Manager - TPAR Form

    48 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Janeale Holden supported this idea  · 

  3. Practice tools | Client - Search by TFN or ABN

    33 votes

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    4 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya team, we appreciate the continued support in this idea. With all practices now on the unified client experience and Xero Partner Hub rolling out to all over the coming months we have a close eye on all feedback surrounding this in the forums.

    The ability to search client by ABN is available now from the Client list, and development for searching by TFN is well underway so we'll keep you updated of it's release here. Thanks!

    Janeale Holden supported this idea  · 

  4. Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

    135 votes

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    21 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.

    You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.

    This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.

    We'll continue to keep a close eye on the support here, and share if there's any progress.

    Janeale Holden supported this idea  · 

  5. Practice tools | Clients - Date of death field for client details

    259 votes

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    29 comments  ·  Practice tools » Clients  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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

    Janeale Holden supported this idea  · 

  6. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    99 votes

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    12 comments  ·  Practice tools  ·  Admin →
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    Janeale Holden supported this idea  ·