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We're merging firms and while this doesn't happen all of the time, this is a Critical function. To be able to export data from one XPM and not enter it into the new one is strange (i.e. Verification Details, Active Clients etc) but to not be able to export data at all is even stranger (i.e. ABN Branch Code, Bank Details). This is a database. All fields should be able to be both exported and imported.

We are merging 5 XPMs into one so all our client data is together and we have now been advised we have to manually add the ABN branch number and all client bank details manually, either into the import CSV or directly into the client profiles due to the fact that this information is not able to be exported with client data into a report. This is ridiculous, especially when it exports the ABN, you would think the branch number would be a no brainer! We now have over 5000 clients to update these details in manually for.

I agree to be able to export all client information including the notes and historical income tax returns that have been prepared. We business are sold or merged, when trying to consolidate all information it is so frustrating to have re set up all depreciation schedules that we have had in the past as nothing is coming across a lot of double handling.

Would be useful to export all attachments

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

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

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.