Xero HQ - Warning when archiving client with active Xero organisation subscription
Archiving a client with a Xero Ledger/Plan seems almost too easy as there is no warning to prompt you to cancel the subscription/or remove yourself as a user - So you could end up paying for a Xero Ledger/plan indefinitely and not know.
As an example, we discovered 20+ entities that had been archived in XPM/XeroHQ but not cancelled in Xero.
There is currently no way to easily find out if any active ledgers/plans are on the Archived list (which thanks to the Xero Single Client Record Process we now have 3,000+ archived clients) as you
a) cannot filter by attached Xero File (within the archived list) and
b) cannot scroll through 3000+ line items quickly to see if they have a Xero file attached.
-
Karen Maiden commented
This would be very helpful
-
Stacey Nitschke commented
This is also a huge issue for us.
This takes me a lot of wasted admin hours comparing the ledgers we are charged to the client list to make sure none have slipped through. I try to run a report to show who has been archived every month so I can just check those however it is not fool proof.
It is also frustrating that you have to restore the client just to cancel the subscription. And then when you archive it in XHQ you get a pop up warning to say their is an active file. That warning is in the wrong system. It needs to be in XPM.