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  1. XPM - Reassign client in bulk

    87 votes

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    11 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    We appreciate your feedback on the idea of a bulk client reassign feature in Xero Practice Manager. At this stage, this feature isn’t planned for development. We understand the manual effort this can create, and we’ll continue to share this feedback with our product team for future consideration. In the meantime, the current workaround is to use the export/import function. We’ll keep you updated if anything changes in the future.

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    Adam Kravaris commented  · 

    This would be very beneficial and time-saving. Quite surprising that this is not a feature already

    Adam Kravaris supported this idea  ·