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  1. XPM - Add an Account Manager column to the client list

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Joanne McInnes commented  · 

    Would be really helpful for admin to have the manager listed on the first All Clients page, alongside the existing name, phone and address.

    From admin perspective this would save us opening the client file each time just to check which colleague a client belongs to - this one of our main/frequent tasks and more significant to us than the other details listed.

    Joanne McInnes supported this idea  ·