Settings and activity
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6 votes
Ariane Squarci
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7 votesAriane Squarci
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15 votesAriane Squarci
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31 votesAriane Squarci
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34 votes
Hi everyone, as noted in the comments here with Single Client record and client lists now being the same across XPM and Xero HQ you could export your client list from Xero HQ and you'll in the export file there is a column for Organisation name.
Appreciate this isn't directly within Xero atm, so we'll leave the idea open. We don't have any direct plans for developing this view in Xero right now, but we'll continue to track the appetite here and share if there's any change planned.
Ariane Squarci
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254 votes
Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.
As soon as there's more progress we'll share an update on this, with you all here.
Ariane Squarci
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13 votesAriane Squarci
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34 votesAriane Squarci
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52 votesAriane Squarci
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6 votesAriane Squarci
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87 votesAriane Squarci
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13 votes
An error occurred while saving the comment Ariane Squarci
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28 votesAriane Squarci
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17 votesAriane Squarci
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Would also like the ability to seach for the client (in XPM/Xero tax) by BOTH trading name or legal name. As advisers we use the client's legal name, but clients usually refer to themselves by the trading name, not having the ability to identify AND SEARCH for a client by either name is incredibly confusing.