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For accountants & bookkeepers: Xero Practice Manager

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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.

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Dot Elavaiygh shared this idea  ·   ·  Report…  ·  Admin →
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  • Elisa Harris commented  ·   ·  Report

    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!

  • Paul Howlett commented  ·   ·  Report

    This is an issue ALL throughout XPM.

    The most egregious example I struggle with is no 'Issue Date' on a client's Invoice page.