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  1. XPM - Apply Access Restrictions to Client tab

    32 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sonya Richardson commented  · 

    Xero single client list has caused unwanted client duplications in our XPM system. A good workaround for this would be if we could apply restrictions to the duplicated client profile in XPM so as not to confuse staff etc.

    We also, like others, have clients that are sensitive eg. Directors of the firm, that we would like hidden from general staff view.

    Sonya Richardson supported this idea  · 

  2. Xero HQ - Include Partner Edition Subscriptions in export of client list

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Sonya Richardson shared this idea  ·