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  1. Xero HQ - Client Groups Reporting

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    7 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    working on it  ·  AdminHannah G (Admin, Xero) responded

    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.

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    Lesley Ward commented  · 

    Personally I think the whole Xero HQ is unfit for purpose and Xero should be ashamed about releasing this.
    There are multiple issues with both HQ Clients and HQ staff with reporting, using etc.
    A couple of examples:
    Clients:
    * you can't export groups - but apparently this is a common failing in other modules where you can create groups
    * you have to keep clicking on 'show more' - if there's a limit on the number of items which can show, why can't it show up to 100, 200 etc as with other screens? Or better still - just show them all!!
    Staff:
    * you can't export the list of clients a team member is allocated to - and you can't even sort this list alphabetically - so no easy way of checking this is correct against a particular client group!

    Not the first time Xero have released something without thinking of the user or thoroughly checking it - and then don't put any resource into correcting their mistakes (and if this isn't an oversight or mistake based on not understanding how accountants use this data, then even more so shame on you Xero!)