Settings and activity
9 results found
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4 votes
Hi Eilish, is there are particular way your staff are recording how they bill customers through your Xero organisation atm? - e.g are you using Projects, or Tracking?
As you noted there maybe a report that we an suggest that'll fully serve your needs in this here.
Samantha Campbell
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43 votes
An error occurred while saving the comment Samantha Campbell
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257 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
Samantha Campbell
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20 votesSamantha Campbell
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56 votesSamantha Campbell
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10 votesSamantha Campbell
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2 votes
An error occurred while saving the comment Samantha Campbell
commented
Would love to have the ability to add columns in the Tax Return section/tabs such as Partner or Manager so you can see who the return belongs to without having to go into the return or the client.
Samantha Campbell
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12 votesSamantha Campbell
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19 votesSamantha Campbell
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We are merging 5 XPMs into one so all our client data is together and we have now been advised we have to manually add the ABN branch number and all client bank details manually, either into the import CSV or directly into the client profiles due to the fact that this information is not able to be exported with client data into a report. This is ridiculous, especially when it exports the ABN, you would think the branch number would be a no brainer! We now have over 5000 clients to update these details in manually for.