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For accountants & bookkeepers: Xero Practice Manager

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Practice Manager | Clients - Ability to create groups from client

Create Group from Client Profile Page - No need to go to Groups and create a group before or in the middle of setting up a new client.

Group.png 2 KB

6 votes

Owen Davies shared this idea · 31 May, 2023 · Report… · Admin →

submitted · 09 June, 2023

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Georgina Gogarty commented · 10 August, 2023 10:09 · Report

This would be extremely helpful - its annoying having to go to groups to create a new group - rather than select 'add to group'> create new group

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Owen Davies commented · 31 May, 2023 12:16 · Report

Screen 2

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- Screenshot 2023-05-31 101551.png 29 KB
Owen Davies commented · 31 May, 2023 12:16 · Report

Screen 1

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- Screenshot 2023-05-31 101457.png 6 KB
Brooke Paul commented · 16 May, 2023 11:48 · Report

An option to create a new group in XPM from the client card menu would be very helpful. Makes it a bit bothersome setting up new clients when you need to move to another page to make the new group.

See picture attached. If XPM cannot detect a group, a line prompting to create a new group here would be ideal.

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