XPM - Edit Client Page Layout
Could we please get the ability to add columns to the client page in XPM? The ability to search or find at-a-glance the export code would save a lot of time.
Dot Elavaiygh
shared this idea
Good news, team! We've had a close eye on all ideas around managing your practice in the forums here, and as you may have heard we have a new experience coming to all practices soon with the Xero Partner Hub 😊
Bringing client experiences together from Xero HQ and Practice Manager you'll soon have an improved client layout, where you can customise your client list columns to see the data that'll help you manage your clients efficiently.
Find more on what you'll get with the Xero Partner Hub through our website.
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Sally Rogers
commented
There also used to be the facility on this page to filter per manager if I remember correctly - where has this gone?
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Christine Potts
commented
Client codes are vital, extremely disappointed this has not already been acted on.
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Sandra Andrews
commented
Agreed we should be able to customise the client page in XPM. We would love to see client codes on the page.
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Rob Creasey
commented
I agree as we would like see field such at email address in that page. There are other fields that already exist in the client record that having them display on the XPM clients page would save time going into the client and then back out or selecting another client and go into that
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Elisa Harris
commented
Yes absolutely, and agree with Paul's comment below as well. It is so frustrating to constantly have to count back 14 from the due date to figure out when the invoice was issued. Would appreciate some more flexibility/columns here!
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Paul Howlett
commented
This is an issue ALL throughout XPM.
The most egregious example I struggle with is no 'Issue Date' on a client's Invoice page.