Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Practice Manager | Clients - Ability to create groups from client

    7 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Brooke Paul commented  · 

    An option to create a new group in XPM from the client card menu would be very helpful. Makes it a bit bothersome setting up new clients when you need to move to another page to make the new group.

    See picture attached. If XPM cannot detect a group, a line prompting to create a new group here would be ideal.

    Brooke Paul supported this idea  ·