← Share and support customer ideas for Xero Settings and activity 2 results found Practice Manager | Client Report - Include primary contact 68 votes vote vote vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close vote We’ll send you updates on this idea submitted · 14 comments · For accountants & bookkeepers » Xero Practice Manager · delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close An error occurred while saving the comment Christopher Sykes commented · 02 July, 2024 · Edit… · delete… This is extremly important when trying to export client for mail merge etc. Without it, it makes annual complian ce communication so much more time consuming that it should be. Save Submitting... Christopher Sykes supported this idea · 02 July, 2024 Practice Manager - Staff permissions for PLS/ELS Management only 12 votes vote vote vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close vote We’ll send you updates on this idea submitted · 2 comments · For accountants & bookkeepers » Xero Practice Manager · delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Christopher Sykes shared this idea · 03 January, 2024
This is extremly important when trying to export client for mail merge etc. Without it, it makes annual complian ce communication so much more time consuming that it should be.