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  1. Practice Manager | Client Report - Include primary contact

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sonia Grant commented  · 

    this is something I am also chasing as we don't want to have to review every client manually to see who has this tick box, ticked to show who is the primary contact for the client. Really needs to be addressed. Even if it is changed from a tick box to a yes/no question, then you would be able to pull a report based on that answer. Easy fix.

    Sonia Grant supported this idea  ·