Xero HQ | Clients - Filter by Xero files
Now that you've forcible inserted every single client as a line item in Xero HQ via Single Client Record, we NEED the ability to filter search results to only show client lines with Xero files attached.
Example: searching for 'Lee' used to result in 3 client Xero files - now it results in 598.
This is literally unusable.
EDIT: There is a filter for TYPE of subscription; I do not and could not care less whether a client has a Ledger, GST Cashbook, Starter, Premium, whatever other tier you care to make up.
I just NEED a tickbox to toggle 'Xero file attached'
Paul Howlett
shared this idea
Quick turn around here! 🎉We've just released enhancements to our XHQ Client list filtering. We've expanded the filters to include;
- Banks connected
- Financial Year
- Organisation connected
As mentioned earlier the organisation filter will help with what you're after here by filtering by clients with or without an organisation attached. Thanks, and keep sharing with us through Product ideas🙂