Settings and activity
35 results found
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3 votes
Hi team, we want to share an update with you all here. As announced at Xerocon we have Xero Partner Hub which will combine all your practice tools into one experience. Along with the changes from the client list you will be able to add Organisation name and Legal/Trading name as columns which will be be searchable within the Client list.
So, where a client's Xero org is connected this data will pull through to the list and you'll be able to search by the client name, organisation name or legal/trading name. Find out more and prepare for the Xero Partner Hub on our website.
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Carey Batchelor
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27 votes
Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
An error occurred while saving the comment Carey Batchelor
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This would definately be an advantage, since we may have 2 clients with the same name, searching by TFN is critical. I also think Renea meant that searching client contacts within practice manager.
Carey Batchelor
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24 votesCarey Batchelor
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47 votesCarey Batchelor
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36 votesCarey Batchelor
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47 votesCarey Batchelor
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123 votesCarey Batchelor
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23 votes
An error occurred while saving the comment Carey Batchelor
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actually good article on how to treat these disbursements as recurring invoices - no need to have a job to attach to - https://support.linkacademy.com/hc/en-us/articles/360001254895-How-to-Manage-Xero-Subscriptions-Invoiced-Separately-from-Accounting-Fees-in-XPM
An error occurred while saving the comment Carey Batchelor
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how do other firms handle this?
Carey Batchelor
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30 votesCarey Batchelor
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74 votesCarey Batchelor
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25 votesCarey Batchelor
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101 votes
Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here.
Carey Batchelor
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An error occurred while saving the comment Carey Batchelor
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we use notes in the job for this and yes would be good to be able to view the notes from the job manager view.
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120 votes
Thank you for the interest and feedback you have shared on this idea, everyone.
We'd like to provide some clarification of what is currently possible which may help some users here, and have slightly adjusted the title with the main request being around the ability to add registered office address as a field to a Clients record.
Within the new unified client experience you can add multiple addresses to a Contact of a Client. While there isn't a specific option for 'Registered office address' you can select 'Other address' or choose from one of the preset (Street, Postal, or Delivery) options.
At the client level, we appreciate individual Contact addresses may differ to the Client registered office address - Our product team are now working to add registered address as a field for 'Company' type business structures and I'll return to share news of it's release with you all here.
Carey Batchelor
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317 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Carey Batchelor
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26 votesCarey Batchelor
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Agreed!