Xero HQ - Client List to indicate who owns subscription
We're looking to add an indicator as to subscription ownership for the Xero HQ client list. This is just to say if the organisation is billed directly to the partner or if the partner is invited in and the client is responsible for the subscription.
This will be crucial for the Spark and Helix rollout to help customers work through with their clients and get subscriptions updated. We also believe this could help with transitioning some organisations from being partner billed to direct billed which will increase revenue for Xero.
Alex Free
shared this idea
Hi community, with a recent update to the client export you now get a column for Subscriber email address. With the export file you can then filter the Subscriber email address column to exclude the practice's email and determine which of your clients own their own subscription. 🙂
-
Diane O'Donnell
commented
This could be used when Xero increase their prices. You informed us we must advise clients who WE have subscription ownership but YOU will inform the clients who hold the subscription themselves. There should be a simple way to obtain this info. Currently we have to check on each.
-
Sarah Morley
commented
We have clients who have purchased their own Xero subscriptions and clients for whom we have purchased the subscriptions.
I have enquired, and at present there is no method of determining which client is which without manually checking each client.
Would it be possible to create a report that can identify the subscription purchaser?
Thanks