Settings and activity
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3 votes
Adelle Brown
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7 votesAdelle Brown
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10 votesAdelle Brown
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41 votesAdelle Brown
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2 votesAdelle Brown
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37 votesAdelle Brown
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33 votesAdelle Brown
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56 votesAdelle Brown
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4 votesAdelle Brown
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2 votesAdelle Brown
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8 votesAdelle Brown
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6 votesAdelle Brown
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25 votes
With the soon to come Xero Partner Hub we'll be bringing all your practice tools under one umbrella and improving your experience in managing and working with clients in your practice. With the combined experiences of Xero HQ and Practice Manager this'll include the ability to merge two clients into one, like you're after here 🙂
Thank you for sharing your feedback with us. Find more information about Xero Partner Hub on our website, and we'll be back to update you all as this goes live to practices in the coming months.
An error occurred while saving the comment Adelle Brown
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11 votesAdelle Brown
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8 votesAdelle Brown
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20 votesAdelle Brown
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13 votesAdelle Brown
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10 votes
Hi team, I'm happy to share that this is a feature you can look forward to having soon! If you haven't caught up on the Xerocon announcements you can read up on our blog.
Xero Partner Hub is the new practice experiences bringing all your practice tools together in one place and will be launching to partners early 2026. This will include many improvements to clients like being able to create a group from within a clients record. 🙂
Read up on the Xero Partner Hub on our website, where you can also register for early access beginning in Nov.
Adelle Brown
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160 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
An error occurred while saving the comment Adelle Brown
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This is super handy for when looking at client info and seeing the age of dependent children, or as the client is moving towards pension age for future planning, and succession planning in general.
There are also other reasons, like birthdays etc.
All-in-all it is easier to see at a glance.Adelle Brown
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94 votes
Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here.
Adelle Brown
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In previous software I have used it will not allow you to add the same IR number to multiple clients - This would solve this problem