XPM - Client report including connected Xero organisation
I would like to build a client report that shows the XPM client name but then also shows their Connected Xero organsiation (as this is often different to the XPM name).
Beth Clarke
shared this idea
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Nick Wilkinson
commented
Practice implementation partner here. The following is from a perspective of practice onboarding to XPM.
Yes no reporting on connected Xero orgs is a bug bare for us implementation partners also. It costs a minimum half day at best to migrate and merge client records since the Single Record eventuated in Feb 2024. A practice with less than 3000 clients to migrate will have on average 200-500 duplicate records in HQ (e.g. due to existing orgs invited and new orgs bulk loaded). A larger practice with 7000+ client records takes approx a full day to comb through and identify duplicates to match to incoming clients (last one had 2500 duplicate client records to merge and identify). We literally lose an entire day or more to update and merge records. Being able to see the connected Xero org in a report will help identify which records need to be retained and which need to be updated when bringing other client records across from external databases to match up to.
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Nilima DSilva
commented
Important with the move to the single client record
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Vicki Ferguson
commented
Important to be able to know this
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Tracy Price
commented
Yes, this seems crazy that this report is not avaliable!!
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Judy Watson
commented
Agree - have just moved to the Single Client Record and would like report so can see which Xero Organisation is connected to which Client in Xero Practice Manager (especially as had few mis-connections on the move to the single client record, so want to ensure all connections are correct for the respective Clients).