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For accountants & bookkeepers: Xero Practice Manager

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Practice Manager | Client List - Export with all data

Be able to export ALL client and contact data out of XPM, including tax information.

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Anastasia Lagoutaris shared this idea  ·   ·  Report…  ·  Admin →
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  • Bailey Jenkins commented  ·   ·  Report

    It would be very helpful to be able to sort by unreconciled items in Xero HQ and to be able to export this data also

  • Rachel Rapa commented  ·   ·  Report

    As per what Paul has said, we need at least the fields that we can see in Xero HQ to be able to to export in CSV. No point looking rather than extracting this data

  • AdminPhil Skinner (Admin, Xero) commented  ·   ·  Report

    Expand the csv export file to contain either ALL of the available columns of data or at least what has been selected to show on the screen.

    Many firms use daily unreconciled transactions as a way to measure staff productivity and client status and they do this in Excel.

    Also: Allowing to sort by more columns than just the name. Sorting by unreconciled transactions would be helpful.