XPM - Need option to add NZBN field into custom reports
We are in the process of checking all Client details in XPM to ensure they are all complete and up to date. One of the checks that we were doing was to ensure that we had the NZBN numbers of clients recorded. However this appears to be the only client field that you are unable to select when creating a custom report!
Xero's response to my query was "you may like to add this in as a custom field and input in the NZBN in the custom field section for the clients which will then pull into the report" - how crazy it that!
Helen Yates
shared this idea
Hi everyone, appreciate the feedback we've received since my previous updates and apologies for any confusion caused.
Checking back in with our product teams around this, there is a current issue that means some NZ practices are unable to add Business Number to their custom reports atm. This is something we intend to rectify and I'll move the idea back to Under review for now, and as soon as there are further updates on it, we'll share with you here.