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

    81 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  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.

    Luke Goldsbrough supported this idea  · 

  2. XPM | Job Manager - Budget % based on Dollars $ not time

    24 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Luke Goldsbrough commented  · 

    This is a no-brainer, as Peter commented below "the most logical change idea in relation to XPM". I am not a developer by any means, but this seems like an easy win as the functionality is already there albeit with time instead of $.

    With multiple staff working on a particular task, time is unreliable to report against when each staff member has a different charge out rate.

    Further to this suggestion, it would be great to see it flow through to the Job Manager as a % of budget remaining based on time.

    Luke Goldsbrough supported this idea  ·