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6 results found

  1. Xero Tax | Search - By Client ID Code

    33 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Rachel McCoy commented  · 

    YES!! this is the same issue we have RE searching. recently moved to Xero from Handisoft and missing the use of this TFN search feature!! :(

    Rachel McCoy supported this idea  · 

  2. Xero Practice Manager - Add copy button next to client details (TFN, ABN, etc)

    15 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Rachel McCoy commented  · 

    YES!! this would be fantastic! recently moved to Xero from Handisoft and missing the use of this COPY feature!! :(

    Rachel McCoy supported this idea  · 

  3. Practice Manager | Search - Client code, email address, TFN and mobile number

    25 votes

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    5 comments  ·  Practice tools  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 

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    Rachel McCoy commented  · 

    YES!! recently moved to Xero from Handisoft and missing the use of this feature to search clients by TFN!! :(

  4. Practice tools | Client - Search by TFN or ABN

    33 votes

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    4 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya team, we appreciate the continued support in this idea. With all practices now on the unified client experience and Xero Partner Hub rolling out to all over the coming months we have a close eye on all feedback surrounding this in the forums.

    The ability to search client by ABN is available now from the Client list, and development for searching by TFN is well underway so we'll keep you updated of it's release here. Thanks!

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    Rachel McCoy commented  · 

    YES!! recently moved to Xero from Handisoft and missing the use of this feature!! :(

    Rachel McCoy supported this idea  · 

  5. Practice Manager - Relationship Type

    184 votes

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    50 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.

    While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.

    We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.

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    Rachel McCoy commented  · 

    this would be very helpful!!

    Rachel McCoy supported this idea  · 

  6. XPM - Create a registered office field on client details for companies

    119 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Rachel McCoy commented  · 

    yes this would be very helpful!

    Rachel McCoy supported this idea  ·