Settings and activity
6 results found
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3 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Anna Kroehn
shared this idea
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16 votes
An error occurred while saving the comment -
166 votes
Thanks for the continued support of this idea, and providing added detail on why seeing age at a glance would be helpful in your workflows.
We've looked into possible solutions to accommodate the needs here, however there's some work that'd need to be done to achieve this. With current focus on Xero Partner Hub release this isn't a feature that we've planned at this time. However, we'll continue to reassess and consider this in future planning. I'll share if there are any updates.
Anna Kroehn
supported this idea
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259 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
Anna Kroehn
supported this idea
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1 voteAnna Kroehn
shared this idea
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8 votes
An error occurred while saving the comment Anna Kroehn
commented
Would be great to be able to access an audit trail of changes within XPM to determine who has made changes to client records (addresses, emails etc) within this database. Will help to assist in working out who's been involved in changing records when issues arise.
Anna Kroehn
supported this idea
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Ditto - this is a necessary feature!!