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Settings and activity

4 results found

  1. Practice manager | Clients - History (new clients and amendments)

    44 votes

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    5 comments  ·  Practice tools  ·  Admin →
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    CVA Alexandra Rozvadska commented  · 

    Having the option to see who had updated client details and when, how Xero has it under the Activity. Having a trail of the updates. Could be part of the security when updating client details.

    CVA Alexandra Rozvadska supported this idea  · 

  2. XPM - Be able to look up client based on their client code

    32 votes

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    submitted  ·  10 comments  ·  Practice tools  ·  Admin →
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    CVA Alexandra Rozvadska shared this idea  · 

  3. Practice tools | Clients - Date of death field for client details

    259 votes

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    28 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

    CVA Alexandra Rozvadska supported this idea  · 

  4. Practice Manager | Quick Time Entry Job Status option

    64 votes

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    submitted  ·  12 comments  ·  Practice tools  ·  Admin →
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    CVA Alexandra Rozvadska supported this idea  ·