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  1. Xero to XPM Sync for Invoices

    1 vote

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    0 comments  ·  Practice tools » Practice management  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Belinda Bendon shared this idea  · 

  2. XPM - Merge clients

    26 votes

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    7 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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
    Belinda Bendon commented  · 

    I agree, we have found one client with a duplicate file which seems to have created a tax return from blue Xero. Now I am completing current year and need to amend prior year and cannot merge the files. Now I also have a conflicting TFN issue as you cannot have the same TFN in two files.