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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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    Crystel Sutton commented  · 

    Clients are always paying with a bank account that is related to another entity or have a reference that is in relation to a different entity. I am unable to search by family group in Blue Xero, i have to go to XPM to search family group for any matching invoices then go back to Blue Xero to find and reconcile. Family Groups in Blue Xero would be a helpful function for reconciling client payments without having to switch over to XPM and doing additional searches.

    Crystel Sutton supported this idea  ·