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

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    9 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for letting us know the changes that'd improve your experience managing your practice on Xero. We recently announced Xero Partner Hub at Xerocon, which will deliver many improvements that our customers have been asking for. This includes the ability to customise columns shown on your Client lists, so you can see the most valuable information to help you manage your clients.

    Get to know about the Xero Partner Hub on our website, and I'll be back to share as this experiences rolls out to partners.

    Rod Rowley supported this idea  · 
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    Rod Rowley commented  · 

    This would be very helpful and improve efficiency and client service