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  1. Practice Manager - Display Name for clients

    34 votes

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    submitted  ·  9 comments  ·  Practice tools  ·  Admin →
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    Eleonora Yazici commented  · 

    It is essential to use the Groups function to group your clients, easy to identify if client is a group.

  2. XPM - Reassign client in bulk

    86 votes

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    11 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    We appreciate your feedback on the idea of a bulk client reassign feature in Xero Practice Manager. At this stage, this feature isn’t planned for development. We understand the manual effort this can create, and we’ll continue to share this feedback with our product team for future consideration. In the meantime, the current workaround is to use the export/import function. We’ll keep you updated if anything changes in the future.

    Eleonora Yazici supported this idea  ·