Settings and activity
12 results found
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9 votes
Janet Sucur supported this idea ·
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66 votes
An error occurred while saving the comment -
14 votes
An error occurred while saving the comment Janet Sucur commented
Hear here, Rachel! Being able to 'right click' on a client name and be given options of copying ABN, TFN, ACN would be great.
Janet Sucur supported this idea ·
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55 votes
Thanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂An error occurred while saving the comment Janet Sucur commented
This is essential to not only save time, but to save typographical errors!
Janet Sucur 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
Janet Sucur supported this idea ·
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68 votes
Janet Sucur supported this idea ·
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24 votes
Janet Sucur supported this idea ·
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17 votes
Janet Sucur supported this idea ·
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31 votes
An error occurred while saving the comment Janet Sucur commented
Maintenance of information in XPM is currently very time consuming. Any improvement in bulk updating of information would be appreciated. Even to be given the option of 'group' update as is already the case with address changes.
Janet Sucur supported this idea ·
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56 votes
Janet Sucur supported this idea ·
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82 votes
An error occurred while saving the comment Janet Sucur commented
This function is essential for data management and time saving. I'm surprised that the process isn't already established.
Janet Sucur supported this idea ·
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28 votes
An error occurred while saving the comment Janet Sucur commented
It is highly unprofessional to have cover letters addressed to "Dear [Trustee Company]" and not "Dear [individual]".
In this day and age of high security concerns, clients are highly critical of anything that doesn't look legitimate.
Janet Sucur supported this idea ·
This makes total sense and would save so much time!