FAQs - Clients
- Why does the Client Email not match the email address of the primary contact for that client?
- Why is there a duplication of an archived Client in Xero Practice Manager with the same name as an active Client?
- How do I change the client name or client details in FYI?
- Why is the Manager or Partner showing as Unassigned in the Client workspace?
- Can we display the full TFN/IRD number for a client in FYI?
- How can I create a Contact in Xero Practice Manager?