Settings and activity
8 results found
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106 votes
Hi everyone, thanks for the engagement in this idea overtime. Being transparent, we don't have any plans for enabling the ability to work across multiple organisations at a time.
Allowing multiple organisations to be open in one browser session creates risk of entering data for one organisation in another that'd create a permanent audit trail in the wrong place.
However, as shared by some here there are workarounds;
- You can use separate web browsers or incognito windows for each organisation, or
- Create multiple profiles within a browser like Chrome.
Both these options provide safer process for accessing different organisations at once.
If we make any plans to revisit this in the future we'll update this idea to share with you all here.
An error occurred while saving the comment 
Jim Ikonomopoulos
supported this idea
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121 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.
Jim Ikonomopoulos
supported this idea
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57 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. 🙂Jim Ikonomopoulos
supported this idea
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77 votes
We understand that managing duplicate contacts can take extra time, and we appreciate everyone who has shared feedback on this. For now, the best workaround is to manually edit and consolidate the details of duplicate contacts before deleting them, as some of you have already pointed out. While this idea isn't currently planned for development, we’re continuing to capture and review feedback as we consider future improvements to Xero Practice Manager. We’ll share any updates here if that changes.
Jim Ikonomopoulos
supported this idea
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70 votes
Hi everyone, thanks so much for taking the time to share your feedback on adding share class types to XPM relationships 😊
We really appreciate you explaining how valuable this would be for managing clients’ corporate structures. We understand that many of you work with companies with multiple share classes, and having this captured in XPM could help make those workflows a lot smoother.
After reviewing this idea, we’ve updated the status to Not in the Pipeline. This means the product team has considered it, but it isn’t currently on the foreseeable roadmap. As a workaround, you can add a custom field for the share type.
In the meantime, the idea will remain open for votes, and we’ll keep monitoring community interest. We really value your input, and we’re grateful you continue to share your experiences with us.
Jim Ikonomopoulos
supported this idea
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197 votes
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
Jim Ikonomopoulos
supported this idea
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143 votes
Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.
You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.
This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.
We'll continue to keep a close eye on the support here, and share if there's any progress.
Jim Ikonomopoulos
supported this idea
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14 votesJim Ikonomopoulos
supported this idea
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An error occurred while saving the comment Jim Ikonomopoulos
commented
This is a must for Xero organsations that have Tracking categories and branching with the ATO under one ABN. We should be able to generate a GST report and filter it by Tracking Categories
Being able to access multiple Xero Blue client files at the same time. In other words being able to have them open in different Windows or Tabs at the same time. At the moment it only allows you to have one Xero Blue file open at a time.
As accountants, some of our clients have multiple Xero data files and we need them open at the same time to track inter-entity transactions and this cannot be done, unless you use a different internet browser.