← Share and support customer ideas for Xero Settings and activity 2 results found XPM - Report of Clients who DON'T have a certain Job Template 3 votes vote vote vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close vote We’ll send you updates on this idea submitted · 2 comments · For accountants & bookkeepers » Xero Practice Manager · delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close An error occurred while saving the comment Jo Bosson commented · 06 October, 2023 · Edit… · delete… Hi Annalisa I did run a report stating criteria of Job Title to only include XXXX Wording and it gave me majority of people but did miss some as their jobs weren't EXACTLY matching criteria set - so not ideal by any means!!!! Save Submitting... Jo Bosson shared this idea · 22 June, 2023 Archiving clients in XPM and Blue Xero 7 votes vote vote vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close vote We’ll send you updates on this idea submitted · 0 comments · For accountants & bookkeepers » Xero Practice Manager · delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Jo Bosson shared this idea · 04 October, 2022
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Hi Annalisa I did run a report stating criteria of Job Title to only include XXXX Wording and it gave me majority of people but did miss some as their jobs weren't EXACTLY matching criteria set - so not ideal by any means!!!!