Settings and activity
13 results found
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185 votes
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
Georgina Gogarty
supported this idea
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120 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.
Georgina Gogarty
supported this idea
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317 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Georgina Gogarty
supported this idea
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25 votesGeorgina Gogarty
shared this idea
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6 votes
Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
Georgina Gogarty
shared this idea
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44 votesGeorgina Gogarty
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7 votesGeorgina Gogarty
shared this idea
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17 votesGeorgina Gogarty
supported this idea
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22 votes
An error occurred while saving the comment Georgina Gogarty
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69 votesGeorgina Gogarty
supported this idea
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An error occurred while saving the comment Georgina Gogarty
commented
Document Pack - Ability to add a person to Read Only (not Sign) in Document Pack - and the ability to select which ones they can see
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10 votesGeorgina Gogarty
shared this idea
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45 votesGeorgina Gogarty
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38 votesGeorgina Gogarty
supported this idea
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This would be great for us as we could Cc in our tax team so they get notified once the tax returns are signed - currently we are forwarding the email to them once signed