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  1. Practice Manager - Set which fields are mandatory on client profile

    55 votes

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    16 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing this idea and explaining the value it could bring to your practice.

    We appreciate you taking the time to help us understand the benefit of being able to choose which fields are mandatory on the client profile in Practice Manager, especially where practices need more consistency in the information collected for different client types and workflows.

    We’re moving this idea to Gaining Support so we can continue to track interest and better understand how this would help practices in day-to-day use. If this capability would improve your workflow, please add your vote and share more detail about which fields you’d want to make mandatory and why.

    Your feedback helps our team understand the problem and shape future improvements.

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    Matthew Kajewski commented  · 

    This enhancement will allow us to have the option to select which custom fields in XPM is mandatory when creating a new client record. This requirement will ensure data integrity of XPM client records and avoid new client records being created with critical fields missing. In addition, this enhancement will ensure our practice can meet our compliance requirements and due diligence process. It is a must for all accounting practices!

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

    45 votes

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    5 comments  ·  Practice tools  ·  Admin →
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    Matthew Kajewski commented  · 

    This is extremely important for us because changes are happening more and more without knowing why and/or who is making the changes.

    Matthew Kajewski supported this idea  ·