Settings and activity
3 results found
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5 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you, Annaliese.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We'll keep an eye on the traction this idea gets in the community.Thanks
Elsa Schuster
supported this idea
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11 votes
Thank you for sharing your valuable idea and letting us know which changes matter most to you.
We have successfully reviewed your submission! Your idea is now available for the community to support.
The next step: Please share your idea with colleagues who would benefit from this change. Their votes and comments are essential for building momentum and demonstrating the impact this improvement could have on their experience with Xero.
Elsa Schuster
supported this idea
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2 votes
Hi Jordan, thanks for sharing your idea here. We understand how updating client details in separate systems can add extra admin time.
A sync between Xero organisation details and Xero Partner Hub records could help keep information consistent and reduce manual update across your practice. We’ve moved this idea to Gaining Support so we can continue monitoring interest and share the feedback with our product teams.
An error occurred while saving the comment Elsa Schuster
supported this idea
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It would also be good if there was a system to alert practice users when the details on a client record are different than the details in the organisation settings - eg. address, phone number etc.
Perhaps could be added to the Insights tab? Since phone number and email already appear there.