Settings and activity
70 results found
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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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43 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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57 votes
Hi everyone, we thoroughly appreciate your engagements with us here, and helping us understand future improvements that could enhance your use of Xero for managing your practice.
As you'll have likely seen we are in the process of releasing new client and staff experiences to unify our practice tools under what will soon become Xero Partner Hub.
With the current work in progress we want to be open that bulk updates like what's being asked here aren't in the roadmap atm, however this will be something we consider as we keep revising our roadmaps. If there are any updates we will share on this idea.
Adelle Brown
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5 votesAdelle Brown
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2 votesAdelle Brown
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8 votesAdelle Brown
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7 votesAdelle Brown
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26 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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22 votes
Hi everyone, thanks for sharing your appetite in this idea. You may have seen some of the improvements coming with Xero Partner Hub soon as we unify the client and staff experiences across practice tools.
We want to be open that there are no changes planned for syncing contacts from Xero blue into Xero Partner Hub at this stage but we'll continue to keep a close eye on the interest here and share if any plans are made.
Adelle 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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166 votes
Thanks for the continued support of this idea, and providing added detail on why seeing age at a glance would be helpful in your workflows.
We've looked into possible solutions to accommodate the needs here, however there's some work that'd need to be done to achieve this. With current focus on Xero Partner Hub release this isn't a feature that we've planned at this time. However, we'll continue to reassess and consider this in future planning. I'll share if there are any updates.
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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101 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