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  1. Practice tools | Client list - IRD Number visible

    3 votes

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    2 comments  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    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.

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    Peter van Lokven commented  · 

    great idea

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    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  ·