Option to connect HQ client record to Xero subscription upon receiving subscription transfer request
Upon accepting a subscription transfer request, it would be great to have an option to "link to existing client record" or "create a new client record". There's currently no option for this and this creates double-up entries in Xero HQ which need to be manually removed, re-linked and archived.
11
votes
Xero Subs LW
shared this idea
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Amanda Paprzik
commented
This is super annoying and doubling up work. Lets make this easy.
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Stephen Lellman
commented
Time efficiency gains to be made for sure!