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  1. Xero HQ | Clients - Export list by group

    5 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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  2. Xero HQ | Client list - Option to view client codes

    13 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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  3. Practice Manager | Client List - Export with all data

    31 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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  4. Xero HQ - Client Groups Reporting

    19 votes

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    7 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.

    Cloud Team supported this idea  ·