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For accountants & bookkeepers: Xero Practice Manager

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XPM - Be able to look up client based on their client code

The ability to look up client by entering their client code. Currently we have to go to groups and find the client belonging to the group. Our admin system is based on client codes and it would make it easier having the client code look up option.

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CVA Alexandra Rozvadska shared this idea  ·   ·  Report…  ·  Admin →
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  • SCOTT COLLINS commented  ·   ·  Report

    This is a No Brainer ... Its the only reason why we cant move to Xero

  • Ingrid Maus commented  ·   ·  Report

    Am forever typing the beginning of a name - just typing in a code would be so much easier.

  • Simon Jacobson commented  ·   ·  Report

    We run a lot of our practice using unique client codes and not being able to use these in XPM is frustrating! I think we mentioned this to Xero when we moved from Quickbooks to Xero, which we much prefer - the client code issue has been the only downside really. So hopefully it will be addressed soon!

  • Amanda Knowles commented  ·   ·  Report

    Completely agree! It takes so much longer to locate a client based on a name rather than a simple code!