← Share and support customer ideas for Xero Settings and activity 41 results found XPM: Include 'Client Type' field in the csv template for bulk upload 16 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 · 1 comment · 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 Submit Rating An error occurred while saving the comment Petra Main commented · 25 October, 2022 · Edit… · delete… It would also be good to be able to auto set client segmentation based on billing, eg the clients that have the highest billing go into the top segment, and the billings under $1000 eg per annum go into the lowest segment, etc. Save Submitting... Petra Main shared this idea · 25 October, 2022 ← Previous 1 2 3 Next →
Petra Main
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It would also be good to be able to auto set client segmentation based on billing, eg the clients that have the highest billing go into the top segment, and the billings under $1000 eg per annum go into the lowest segment, etc.