Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. XPM - Merge clients

    26 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    7 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.