Settings and activity
9 results found
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55 votes
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.
An error occurred while saving the comment 
Samantha Campbell
supported this idea
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79 votes
Hi everyone, thanks for your feedback on this. We appreciate you sharing how the number indicators for Tax Returns and Notes helped streamline your workflow in XPM.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Samantha Campbell
supported this idea
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1 vote
Thanks for sharing this idea about client verification mandatory for individual records, and adding fields for AML client risk rating and the reason for that rating.
If this would help your practice as well, please add your vote and comment with a brief example of your workflow. Details like whether you currently track this outside Xero, how often it creates extra admin, or what information you need to capture for AML/CTF purposes will help show the impact and build support for the idea.
Samantha Campbell
shared this idea
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5 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
supported this idea
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44 votes
An error occurred while saving the comment Samantha Campbell
commented
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.
Samantha Campbell
supported this idea
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29 votesSamantha Campbell
supported this idea
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71 votes
Hi everyone, we thoroughly appreciate your engagements with us here, and helping us understand future improvements that could enhance your use of Xero for managing your practice.
As you'll have likely seen we are in the process of releasing new client and staff experiences to unify our practice tools under what will soon become Xero Partner Hub.
With the current work in progress we want to be open that bulk updates like what's being asked here aren't in the roadmap atm, however this will be something we consider as we keep revising our roadmaps. If there are any updates we will share on this idea.
Samantha Campbell
supported this idea
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17 votesSamantha Campbell
supported this idea
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19 votesSamantha Campbell
supported this idea
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Have the option to make a custom field mandatory when creating a client profile in XPM so the client profile can't be saved without the custom field being populated