Settings and activity
7 results found
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117 votes
Thanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.
While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.
Debra Hancock
supported this idea
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200 votes
Hi team, as we continue shaping our product plans, we wanted to come back with an update here. While this is something we may revisit in the future, we want to be transparent that there are no plans to develop additional custom relationship types this year.
We’ll continue to keep an eye on the level of support for this idea, but we also wanted to be upfront with you now. If anything changes, we’ll be sure to share a further update.
An error occurred while saving the comment An error occurred while saving the comment Debra Hancock
commented
The option of unitholder would be great along with Sibling and Executor. It would also be good to have an option of De facto as another option to Spouse.
Debra Hancock
supported this idea
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30 votes
An error occurred while saving the comment Debra Hancock
commented
Agree, this would be handy for running reports.
Debra Hancock
supported this idea
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34 votes
Hi everyone, thanks for sharing this idea. We understand that being able to quickly find client profiles by key identifiers like TFN or ABN would help when managing a large number of clients.
The suggestion is to allow TFN and ABN searches directly from the main search bar, making it easier to locate the right client without needing additional steps.
For now, you can use client list filters or reports to search and cross-reference these details. We'll continue tracking this idea and update you here if this progress.
An error occurred while saving the comment Debra Hancock
commented
Agree. Given we are using additional contacts, it would be good if the system was able to search through client and contact information in Practice Manager
Debra Hancock
supported this idea
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72 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.
An error occurred while saving the comment Debra Hancock
commented
totall agree with this post and the comments attached. You had mentioned the export/import data as an option. This terrifies me. The potential for this to not go well, to lose data, confuse clients with a sort of an excel spreadsheet. It's to big, there is too much information to deal with. Given the Groups and Relationship links, it limits the amount of information we are updating and reduces risk to the greater database.
Debra Hancock
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.
Debra Hancock
supported this idea
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70 votes
An error occurred while saving the comment Debra Hancock
commented
Agree completely with this process being added. Would be great to have the same process as moving timesheets.
Debra Hancock
supported this idea
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Please can we have Unitholder, Spouse/Defacto, Executor, Sibling.
Especially with Unit holder, why give the option to set up a unti trust but not provide the relationship to match.