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  1. Practice Manager - Relationship Type

    179 votes

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    submitted  ·  47 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Lilianna Skutela supported this idea  · 

  2. Practice Manager - Report on client bank details inc fields BSB, Account number, Account name.

    12 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Lilianna Skutela commented  · 

    Is there any update on the availability of these fields in reporting?

    We recently acquired another accounting practice and bank account details were not imported from one XPM to the other.

    We need to get bank account details into the clients that are now in our system, but we don't have a list of those details from the old database.

    Before this database is closed off, we need to have a report that can then be imported into the new database.

  3. XPM - Merge clients

    25 votes

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    6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Lilianna Skutela commented  · 

    Thanks for feedback Dale, but this is in regard to merging duplicate clients in XPM not in HQ.

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    Lilianna Skutela commented  · 

    We had an existing XPM database for iRet's which got abolished. When we migrated from MYOB, a second client record was created. It would benefit everyone greatly if client records could be merged so that ITR's and previous jobs can stick with the 1 client.

    Also, the system should identify when a TFN and ABN have previously been used in the system in order to prevent future duplications.

    Lilianna Skutela supported this idea  · 

  4. Practice Manager: Job Costs - Ability to move to another job

    46 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Lilianna Skutela commented  · 

    How can a system be so inflexible that it doesn't allow you to transfer costs between jobs??? Silly!