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  1. Practice Manager - Include Archived clients in the Search and API

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Zack Janeski commented  · 

    Accounting and advisory firms often need to reference archived client details when re-engaging with past clients, tracking historical interactions, or ensuring continuity in multi-year engagements. This feature eliminates the need for workarounds like reactivating archived clients, which can be time-consuming and inefficient.

    Zack Janeski supported this idea  ·