Settings and activity
27 results found
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70 votes
Hi everyone, thanks so much for taking the time to share your feedback on adding share class types to XPM relationships 😊
We really appreciate you explaining how valuable this would be for managing clients’ corporate structures. We understand that many of you work with companies with multiple share classes, and having this captured in XPM could help make those workflows a lot smoother.
After reviewing this idea, we’ve updated the status to Not in the Pipeline. This means the product team has considered it, but it isn’t currently on the foreseeable roadmap. As a workaround, you can add a custom field for the share type.
In the meantime, the idea will remain open for votes, and we’ll keep monitoring community interest. We really value your input, and we’re grateful you continue to share your experiences with us.
Kristan Wright
supported this idea
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18 votes
An error occurred while saving the comment Kristan Wright
supported this idea
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87 votes
We appreciate your feedback on the idea of a bulk client reassign feature in Xero Practice Manager. At this stage, this feature isn’t planned for development. We understand the manual effort this can create, and we’ll continue to share this feedback with our product team for future consideration. In the meantime, the current workaround is to use the export/import function. We’ll keep you updated if anything changes in the future.
An error occurred while saving the comment Kristan Wright
commented
This can be done though FYI in bulk, but would be great feature to have in XPM.
Kristan Wright
supported this idea
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122 votes
Thank you for the interest and feedback you have shared on this idea, everyone.
We'd like to provide some clarification of what is currently possible which may help some users here, and have slightly adjusted the title with the main request being around the ability to add registered office address as a field to a Clients record.
Within the new unified client experience you can add multiple addresses to a Contact of a Client. While there isn't a specific option for 'Registered office address' you can select 'Other address' or choose from one of the preset (Street, Postal, or Delivery) options.
At the client level, we appreciate individual Contact addresses may differ to the Client registered office address - Our product team are now working to add registered address as a field for 'Company' type business structures and I'll return to share news of it's release with you all here.
Kristan Wright
supported this idea
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21 votes
An error occurred while saving the comment Kristan Wright
commented
Yes!! Dates when clients were created and archived would be great!!
Kristan Wright
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23 votesKristan Wright
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26 votesKristan Wright
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Yes. This needs to happen. Causes so many issues.
I can't believe it doesn't consider them unique based on ABN or client code.