Settings and activity
7 results found
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57 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.
Elisha McCorkell
supported this idea
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243 votes
Thanks for all the engagement and sharing how valuable this feature is to managing your clients with Xero.
I understand the desire for another update and am pleased to share that this is something our product teams will be addressing and are working on developing within the new unified client experience.
I'll share more news here as this gets closer to release.
Elisha McCorkell
supported this idea
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11 votes
Thanks for sharing your idea here, Rosalie - Is there a particular reason you'd find it useful to view the email address here?
This would be good detail to share back with the team, and may help others to see how this could benefit them too 🙂
Elisha McCorkell
supported this idea
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22 votesElisha McCorkell
shared this idea
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74 votesElisha McCorkell
supported this idea
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26 votes
With the soon to come Xero Partner Hub we'll be bringing all your practice tools under one umbrella and improving your experience in managing and working with clients in your practice. With the combined experiences of Xero HQ and Practice Manager this'll include the ability to merge two clients into one, like you're after here 🙂
Thank you for sharing your feedback with us. Find more information about Xero Partner Hub on our website, and we'll be back to update you all as this goes live to practices in the coming months.
Elisha McCorkell
supported this idea
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4 votesElisha McCorkell
shared this idea
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The removal of this feature is an admin nightmare. It is a crucial timesaving feature.