Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Practice tools | Client list - Filters for Client Partner and Client Manager

    39 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    15 comments  ·  Practice tools » Clients  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for letting us know the importance Partner and Manager visibility is for managing client access and your practices day-to-day work.

    Our teams are currently developing Partner and Manager filters for the Client list, as well as making them available as optional columns, so you'll soon be able to quickly find clients and see responsibility at a glance.

    I'll keep you updated on it's delivery here ✨

    Susan Gooley supported this idea  · 
    An error occurred while saving the comment
    Susan Gooley commented  · 

    Could we also have an ability to filter by the only the clients a person looks after? So you could see just the clients you work on and not practice wide.