Subscription Transfers - Indicate current subscription
When a subscription is transferred to manage from one entity to another, there should be some sort of indication of what subscription package they are on. Currently we have to go back to the past accountant / client and ask.
Lisa Hammington
shared this idea
Hi Lisa, thanks for sharing this here. We can appreciate that having an indication of a subscription would be a good addition to avoid back and forth. We're moving this idea to gain more support so that other users such as yourself who would like to see this change implemented can also add their vote. You can now share this idea with your peers to get them to vote as well! :)
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Saroj Parsotam
commented
It be good to be able to see what type of plan a client is on when accepting a subscription transfer, so then you know which plan to choose when accepting the invite
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Saroj Parsotam
commented
It would be good to see what type of Xero Subscription plan a client is on in XPM rather than having to go into my xero. (Some people dont have the ability to see what subscription type people are on in my xero. There is a box to show who the subscriber is, which isnt really that helpful, but it would be good to see what plan they are on as that would be very helpful, then everyone can see at a glance.