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  1. 2 votes

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    "Thanks for the idea. We’ve reviewed your submission, and it is now available for the community to support.


    To help your idea gain traction, please share it with colleagues so they can vote for it, too. The comment section is also open for other members to share how this feature would improve their Xero experience."

    Brigitte de Beer shared this idea  · 
  2. 83 votes

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    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.

    Brigitte de Beer supported this idea  ·