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3 results found

  1. Practice Manager - Display Name for clients

    32 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Eleonora Yazici commented  · 

    It is essential to use the Groups function to group your clients, easy to identify if client is a group.

  2. XPM - Replace the fax number field with mobile phone number

    71 votes

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    6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing the details that'll help you better manage clients in your practice. With the new clients experience within Xero Partner Hub you'll soon have new client fields including the ability to enter multiple email and phone numbers so you'll have a place to record client mobile along with other contact numbers.

    Xero Partner hub will be rolling out to partners in early 2026. You can register your interest for early access on our website now. We'll return to update when this is rolled out.

    Eleonora Yazici supported this idea  · 

  3. XPM - Reassign client in bulk

    83 votes

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    11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Eleonora Yazici supported this idea  ·