Data entry and transferring contact/client contact details, addresses, bank details is a chore. Bigger companies get around this by sending onboarding forms to clients/suppliers. Xero could create a one-time portal for clients/suppliers to enter their own details with a link. I imagine that there is probably a lot of security and compliance aspects that would make this slightly tricky, but in essence it is just a data entry form. I have worked with agencies who even use google forms for this, so it doesn't have to be particularly complicated. It would naturally be more secure if run from the accounts system you use, rather than running through 3rd parties. This would put the data entry burden onto clients/suppliers, which would save business owners a lot of time!
Dino Weber
supported this idea
·
Data entry and transferring contact/client contact details, addresses, bank details is a chore. Bigger companies get around this by sending onboarding forms to clients/suppliers. Xero could create a one-time portal for clients/suppliers to enter their own details with a link. I imagine that there is probably a lot of security and compliance aspects that would make this slightly tricky, but in essence it is just a data entry form. I have worked with agencies who even use google forms for this, so it doesn't have to be particularly complicated. It would naturally be more secure if run from the accounts system you use, rather than running through 3rd parties. This would put the data entry burden onto clients/suppliers, which would save business owners a lot of time!