Settings and activity
2 results found
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7 votes
Hi Jordan, thanks for sharing your idea here. We understand how updating client details in separate systems can add extra admin time.
A sync between Xero organisation details and Xero Partner Hub records could help keep information consistent and reduce manual update across your practice. We’ve moved this idea to Gaining Support so we can continue monitoring interest and share the feedback with our product teams.
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Peter van Lokven
supported this idea
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4 votes
Thanks for your feedback on adding IRD numbers to the client list view. We appreciate you sharing how this could help streamline your workflows.
We're moving this idea to Gaining support, which means the community team have reviewed it and it's now open for votes and comments from the community. If this feature could benefit your practice, please vote and share how you'd use it. Your input helps us understand which improvements matter most to our accounting and bookkeeping community.
An error occurred while saving the comment Peter van Lokven
commented
great idea
An error occurred while saving the comment Peter van Lokven
commented
Have the client's IRD number as an option to show in the client fields as this is common information to obtain
Peter van Lokven
supported this idea
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It is ridiculous to have to enter information twice. I picked up a client with 18 entities and now have to spend a lot of time doing double entry for email just to send invoices. Ridiculous