Xero HQ | Subscription - Ability to import client codes for billing
It is not really Xero HQ, it is in MyXero dashboard and in subscriptions where you can input a client code. This is the code that then shows on the CSV file attached to the monthly Xero bill for client subscriptions. At the moment this client code can only be input manually. We really need the ability to export client subscription list and re-import with a client code so that it would make allocating client Xero files for billing easier each month. At the moment this is a manual task that can only be done by someone that knows which client is which.
Jane Jinnette
shared this idea
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Scotty Jenkin
commented
Totally Agree that this needs to be an easier way to update the client code in the "MyXero" screen especially for firms moving onto XPM and want to have the ability to bring in their Xero Changes based on a code that we can assign. Normally a job number against these works best so we can import the Xero charges directly into the relevant jobs in XPM. For large firms this is a massive pain point to manually load these in.