Settings and activity

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  1. 51 votes
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    Katrina Clark supported this idea  · 
  2. 25 votes
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    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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    Katrina Clark commented  · 

    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

  3. 181 votes
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    Katrina Clark commented  · 

    This is a compliance issue and needs to be addressed

    Katrina Clark supported this idea  ·