Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Xero HQ - Client Groups Reporting

    19 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    7 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    working on it  ·  AdminHannah G (Admin, Xero) responded

    Hi community, just jumping in here to share that we have recently made an improvement to the groups feature in Xero HQ 🎉
    Within a Client record, you can now see what groups they belong to, and add or remove them - check out this article for more information. Please note, this is not available as a report, but is available on a client by client basis.

    While the team have been really busy working on the single client record, they also hope to introduce a Groups list and group details (similar to what is currently available in XPM) to increase the ability to manage Groups within HQ. We’ll be sure to return & update you here when that’s available.

    An error occurred while saving the comment
    Tony Yong commented  · 

    Xero HQ - Client Groups Quick View
    As we can customise what information we want to see on the first screen when on the Clients screen, it would be great if client groups is also one that we can have as visible column without needing to sort by client groups view. As another use has suggested, this will clearly highlight if there are any clients not yet assigned to a client group as well as which entity we may have missed out when adding to a client group.

    Tony Yong supported this idea  ·