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

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    5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I'm happy to share that this is a feature you can look forward to having soon! If you haven't caught up on the Xerocon announcements you can read up on our blog.

    Xero Partner Hub is the new practice experiences bringing all your practice tools together in one place and will be launching to partners early 2026. This will include many improvements to clients like being able to create a group from within a clients record. 🙂

    Read up on the Xero Partner Hub on our website, where you can also register for early access beginning in Nov.

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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  ·