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

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    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  ·