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22 results found

  1. Xero HQ | Clients - Sort by Trading/Legal Name & Unreconciled items

    On the Xero HQ list, only certain columns have a Sort facility, it would help if
    - Sort by Trading Name
    - Sort by Unreconciled Transactions

    3 votes

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    0 comments  ·  Xero HQ  ·  Admin →
    Completed  ·  AdminHannah G (Admin, Xero) responded

    Hi there, our product team recently released some improvements to the client list! You can now sort the client list using all the columns - including Trading/Legal name 🙌

    You can merge or add clients to groups from the list page, and choose how many clients you would like to view per page. 

    There's a separate idea for the Ability to sort clients by "Unreconciled Items" which you can add your vote to if that's still something you'd like to see.

  2. Xero HQ: Export more than 1000 clients

    Currently when you export your Xero HQ client list it is limited to 1,000 rows. This makes the feature redundant for larger practices that have more than 1,000 clients. Please can this restriction be removed?

    3 votes

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    0 comments  ·  Xero HQ  ·  Admin →
    Completed  ·  AdminHannah G (Admin, Xero) responded

    Hey Alana, just wanted to pop in here to confirm that this is possible! The product team made some changes that enable more than 1,000 clients to be exported. I'll switch this idea over to Delivered 👍

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