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  1. Xero HQ - Client Groups Reporting

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    9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    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.

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    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  ·