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31 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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    Kristan Wright supported this idea  · 

  2. AU Tax - Field to view Tax return status and whether started in tax report

    12 votes

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    3 comments  ·  Practice tools  ·  Admin →
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    Kristan Wright commented  · 

    Would be great to have a field option in the Report Builder that can show if a Tax Return was prepared as a 'Final Tax return'.

    Kristan Wright supported this idea  · 

  3. XPM - Relationships - Add Share Class Type

    68 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Kristan Wright supported this idea  · 

  4. 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

    Kristan Wright supported this idea  · 

  5. Practice Manager | Entities with the same name - Trusts & Superfunds

    18 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Kristan Wright commented  · 

    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.

    Kristan Wright supported this idea  · 

  6. XPM - Reassign client in bulk

    83 votes

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    11 comments  ·  Practice tools  ·  Admin →
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    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  · 

  7. XPM - Create a registered office field on client details for companies

    119 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Kristan Wright supported this idea  · 

  8. XPM: Report on new, archived and terminated clients

    16 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Kristan Wright commented  · 

    Yes!! Dates when clients were created and archived would be great!!

    Kristan Wright supported this idea  · 

  9. Practice Manager | Clients - Add columns

    14 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Kristan Wright supported this idea  · 

  10. XPM - Bill multiple clients in a group from the client group

    24 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Kristan Wright supported this idea  · 

  11. XPM - Ability to report on all fields

    2 votes

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    submitted  ·  1 comment  ·  Reports & tax » Reporting  ·  Admin →
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    Kristan Wright shared this idea  · 
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