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For accountants & bookkeepers: Xero Practice Manager

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Xero Practice Manager - Include Director ID in reports

Please provide the ability to report on the "Director Identification Number" field. The field should be included in the 'Client & Contact' templates.

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Bernie Mackey shared this idea  ·   ·  Report…  ·  Admin →
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  • Donnie Buchanan commented  ·   ·  Report

    You would create your own - Xero HQ / report fields / create client field.........DID............then for each client: accounting / advanced / report fields / add their ID here, done?