XPM - Flag clients
Is there a way to flag a client, ie Warning/Ban or make them Inactive but keep their history in Xero?
We have a system that have a number of clients with similar/identical names and we would like flag a client for particular reason, ie account terms etc or ban etc.
3
votes
Wayne Moore
shared this idea
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Sonia Adamczyk
commented
This would be great to flag overdue clients - not to do further work until account paid
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Nat Burt
commented
Critical for us as well.
To flag clients who we should stop work on due to overdue accounts .