XPM reports - Ability to match clients to ATO report
Hi People, I run a report where I can match my XPM clients to the ATO report. However, since the single client record merger, my reports in XPM have been detecting the Blue Xero files. In other words, the report cannot exclude the Xero Blue files in HQ.
This is a nuisance because, as practitioners, we need to ensure the currency of our client reports. Can you please create a field that excludes the unrelated data being pulled into the report?
Thank you. I have raised a support case, and they confirmed it is an issue.
The support case number is CX0014688637. I have attached the report for your consideration. I am sure other practitioners are frustrated as well.
Julie Hall
shared this idea
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Tim Hawthorne
commented
We have the same issue since the single client merge the XPM reports are showing duplicates, like it is pulling from HQ as well as XPM. So our reporting is taking longer as we now need to fix this issue manually.