Settings and activity
112 results found
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48 votes
Elisa Harris
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15 votes
An error occurred while saving the comment Elisa Harris
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55 votes
Thanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂An error occurred while saving the comment Elisa Harris
commented
Absolutely! So many clients share the same exact details - seems a bit unnecessary to have to type the exact same thing multiple times when adding a group of clients. Not to mention the margin for error...
Elisa Harris
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24 votesElisa Harris
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5 votesElisa Harris
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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
Elisa Harris
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27 votes
Hi everyone, coming back across the idea here we wanted to clarify existing behaviour.
When you remove a staff member from HQ this automatically removes all org access, as long as those orgs are linked to client records, and as long as the client records are active (not archived) - Meaning you don't need to manually remove access to each org one by one.
The few cases where you would need to manually remove one by one would be if a client is archived or an org is not linked to a client record at the time of staff removal.
We intend to improve this experience and provide better visibility of staff access in the longer term, so when there is more progress on this I'll return to update you here.
Elisa Harris
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18 votesElisa Harris
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16 votesElisa Harris
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19 votesElisa Harris
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25 votes
An error occurred while saving the comment Elisa Harris
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This is critical to us with the large number of client updates we do on a regular basis! Please create a more streamlined option for updating client details.
Elisa Harris
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Job Manager: Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job
17 votesElisa Harris
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71 votes
An error occurred while saving the comment Elisa Harris
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Yes please, this would be such a help! It's extremely impractical if you have hundreds or thousands of recurring quarterly/annual jobs, and then decide the process needs to change, to have to go through each job one by one. I have had to do this in the past, and it took hours!
Not having this ability basically renders the recurring job function that much less useful, so that there's not much time saved in using it, though it has potential.
Elisa Harris
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46 votesElisa Harris
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42 votesElisa Harris
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25 votesElisa Harris
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6 votesElisa Harris
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31 votes
An error occurred while saving the comment Elisa Harris
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This is critical to us with the large number of client updates we do on a regular basis! Please create a more streamlined option for updating client details.
Elisa Harris
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18 votes
An error occurred while saving the comment Elisa Harris
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This is critical to us with the large number of client updates we do on a regular basis!
Elisa Harris
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10 votesElisa Harris
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Absolutely! We also came from Handi and that was one function I used all the time.