Xero HQ - Filters for Client Partner and Client Manager / Xero HQ reporting
We now have a single client record with HQ & XPM but it still does not pull through the client partner & manager from XPM and allow us to filter this way.
We would find this feature very helpful when bulk updating client access for our team members when they start or depart.
We also need to be able to export reports from HQ on the filters we apply. Currently even if a filter is applied the export includes all clients and columns and not what is in the filter display.
3
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SRJ Admin
shared this idea
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Caryn Rennie
commented
The ability to see the Partner name on the clients list screen would be very helpful for administration purposes - sorting mail, answering phone calls etc