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For accountants & bookkeepers: Xero Practice Manager

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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).

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Beth Clarke shared this idea  ·   ·  Report…  ·  Admin →
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  • Tracy Price commented  ·   ·  Report

    Yes, this seems crazy that this report is not avaliable!!

  • Judy Watson commented  ·   ·  Report

    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).