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  1. Xero HQ - Client Groups Reporting

    23 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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    Sam Miller commented  · 

    It's impossible to manage client groups right now.

    Want to see which client group each client is assigned to? - Can't do it.

    Want to see which clients haven't been assigned to a group? - Can't do it.

    By including the client group as a Custom Column view this resolves all of those issues.

    Sam Miller supported this idea  · 

  2. Bank Feed - Better Identification of Bank Institutions

    13 votes

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, our Product team have recently made an improvement to the flow of adding a bank account in Xero. To make the task of adding a bank easier in Xero, we've enabled the option to click the information icon next to a bank and view it's URL so you can identify that you're selecting the correct bank when connecting a bank feed. 


    We appreciate this isn't the direct ask in the idea of being able to search by URL, and while we'll continue to monitor the feedback on this here we don't have direct plans for developing the ability to search URL at this time. 

    Sam Miller supported this idea  · 

  3. Xero HQ - View connected apps by client

    37 votes

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    10 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the interest and hearing the use you have in seeing integrated apps your clients have connected.

    As some will have received communication of some time back - we made the hard decision to retire Explorer in Xero HQ from 12 April, 2023.

    Right now, if you'd like to see the apps a client has connected you can open the Xero organisation, go to settings and select Connected apps.

    While this is something we may consider developing elsewhere in Xero HQ down the road, it isn't in the teams plans right now. We'll continue to track interest here, and let you know if there is any change surrounding this to share. Thanks

    Sam Miller supported this idea  ·