Settings and activity
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34 votesKatrina Clark supported this idea ·
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24 votes
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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169 votes
An error occurred while saving the comment Katrina Clark commentedThis is a compliance issue and needs to be addressed
Katrina Clark supported this idea ·
Hi
I would love to be able to export individual groups information. eg I have a group for all my payroll clients. I would like to be able to export that group so I can send a mass email re super being due.
thanks