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  1. Xero HQ - Client Groups Reporting

    25 votes

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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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    Alana Hamson commented  · 

    It would also be good to see which clients haven't been assigned to a group yet by having an 'unassigned' section. Otherwise you have no idea if your groupings are complete and reliable.

    Alana Hamson supported this idea  · 

  2. Xero HQ | Clients - Export contact group

    9 votes

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    2 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Alana Hamson supported this idea  · 
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