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  1. 116 votes

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    Bianca Maggs supported this idea  · 
  2. 131 votes

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    Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;

    • There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
    • The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below


    Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync

    • Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
      • This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
    Bianca Maggs supported this idea  · 
  3. 160 votes

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    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. 

    Bianca Maggs supported this idea  · 
  4. 161 votes

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    Hi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.

    However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.

    We will keep let you know if there is any progression to share here.

    Bianca Maggs supported this idea  · 
  5. 257 votes

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    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

    Bianca Maggs supported this idea  · 
  6. 389 votes

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    Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.

    As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.

    One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊

    We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…

    Bianca Maggs supported this idea  · 
  7. 55 votes

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    Thanks for starting the idea here, Renee. 

    Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?

    If the last, we have a similar idea over here that I can join you in with. 🙂

    Bianca Maggs supported this idea  · 
  8. 27 votes

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    Bianca Maggs supported this idea  · 
  9. 51 votes

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    Bianca Maggs supported this idea  · 
  10. 125 votes

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    Bianca Maggs supported this idea  · 
  11. 13 votes

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    An error occurred while saving the comment
    Bianca Maggs commented  · 

    It would be great if you could add the following features:
    1. A seperate reporting name for advisor reports that is not pulled from the client's organisation details. The reason being that clients prefer to use the trading name and this means we need to change the organisation name every time we publish financial statements. Further to this if the client is registered for auto superannuation, changing the organisation name results in the client having to register for auto superannuation again once the name is changed.
    2. The ability to show the legal and trading name seperately. We usually prefer to only show the trading name on the cover page e.g. ABC Pty Ltd and in a seperate line Trading As CBA business. On all the other pages we usually only use the legal name.

    Bianca Maggs supported this idea  · 
  12. 312 votes

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    Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.

    We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here

    Bianca Maggs supported this idea  · 
  13. 34 votes

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    Bianca Maggs supported this idea  · 
  14. 97 votes

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    Bianca Maggs supported this idea  · 
  15. 16 votes

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    Bianca Maggs shared this idea  ·