Settings and activity
5 results found
-
43 votes
An error occurred while saving the comment 
CVA Alexandra Rozvadska
supported this idea
·
-
28 votesCVA Alexandra Rozvadska
shared this idea
·
-
255 votes
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
·
-
64 votesCVA Alexandra Rozvadska
supported this idea
·
-
385 votes
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…
CVA Alexandra Rozvadska
supported this idea
·
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.