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  1. Practice Manager - Set which fields are mandatory on client profile

    53 votes

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    submitted  ·  14 comments  ·  Practice tools  ·  Admin →
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    Jean-Marc Emile commented  · 

    Xero/XPM needs to be abreast of requirements impacting accounting practices and the ability to make fields mandatory will assist practices in meeting their compliance requirements and ensure data integrity.

    Jean-Marc Emile supported this idea  · 

  2. Clients - Warning when creating client record with same TFN as archived client

    86 votes

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

    Hi everyone, we appreciate how quickly this idea has picked up traction from the community here.

    As you've likely heard through other communications we're in the midst of rolling out a unified Client experience as part of our wider Xero Partner Hub.

    With the new Client experience you can now;

    • Create a client without a TFN, as the Create Client flow has been updated to capture only the basic details
    • The TFN can be added later by clicking Edit once the client is created.
    • If you do try add a TFN that already exists on an archived client, an error message is displayed - you can get a view of what this looks like in my attachment

    Thanks again for sharing with us here and I'll be back to confirm when this new experience is live to all practices.

    Jean-Marc Emile supported this idea  ·