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1. XPM: Report on new, archived and terminated clients

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   submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Ada Yu commented  ·  07 February, 2025  ·  Edit…  ·  delete…

   As the AML ordinance in Hong Kong, we always need to check the clients' information monthly. Some clients already left.

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   Ada Yu supported this idea  ·  07 February, 2025