Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Practice Manager - Audit trail for client history

    240 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  26 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    David Cooke commented  · 

    I agree this is really important. Especially given the integration with other systems, eg Class, Nowinfinity, etc.

    David Cooke supported this idea  · 

  2. Practice Manager | Client - Date of Birth

    150 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all your inputs and support in this idea so far. 

    💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business. 


    If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here. 

    David Cooke supported this idea  · 
    An error occurred while saving the comment
    David Cooke commented  · 

    This is a no-brainer.
    It would be so simple to add the age in brackets after the DOB eg:
    28/1/1970 (54 yrs old).
    This would be so beneficial to not have to manually calculate their age every time we look at the DOB.
    It is a great feature in iFirm, Class, etc. Please add asap.