Settings and activity
9 results found
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56 votes
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Debra Hancock
supported this idea
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130 votes
Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
Debra Hancock
supported this idea
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19 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
Debra Hancock
supported this idea
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385 votes
Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.
As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.
One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊
We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…
Debra Hancock
supported this idea
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21 votesDebra Hancock
supported this idea
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67 votes
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.
Debra Hancock
supported this idea
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255 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
Debra Hancock
supported this idea
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169 votes
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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45 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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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.