Settings and activity
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40 votes
Anita Fuls
supported this idea
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23 votes
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.
An error occurred while saving the comment Anita Fuls
supported this idea
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22 votes
An error occurred while saving the comment Anita Fuls
commented
Show the profit or loss for the year at the bottom of the Trial Balance. On all other accounting packages you can see the profit or loss for the year on the trial balance (some at the bottom and some makes a split between Income statement and Balance sheet and then show the profit or loss there). It is just Xero that does not show the profit or loss on the trial balance and you have to pull a profit and loss to see the profit or loss for the year.
Anita Fuls
supported this idea
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It would be nice if on the Clients screen on Xero HQ you can see the Client Group as one of the columns so that you can use the group to allocate your staff to specific client. The only way you can see it now is click on the client name and then you can see what group it is connected to. You cannot see it from the main screen. You can click on the client group next to filter and it will show all the clients that is under that group but there is no way that you can see who is not connected to a group as there is not an option for "no group".