Settings and activity

4 results found

1. AU Tax - Bulk selection and status updates

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   28 votes

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Rhianne Carew supported this idea  ·  20 August, 2025

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

   51 votes

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   1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

   Hi Samantha, thanks for sharing this excellent suggestion for improving data integrity in Xero Tax. Preventing duplicate client records is incredibly important for practice management.

   We've reviewed your idea to have the duplicate TFN warning also check against archived clients when creating a new record. Your suggestion is now ready to gain support and feedback from other members of the community.

   Along with votes, other tax professionals can now share their experiences and comment on how this enhanced warning would help ensure clean client data within their practice.

   Rhianne Carew supported this idea  ·  20 August, 2025

3. Adding clients from within groups

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   0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.

   Rhianne Carew shared this idea  ·  14 August, 2025

4. Practice Manager - Ability to archive Client Groups

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   27 votes

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   5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Rhianne Carew supported this idea  ·  14 August, 2025