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  1. XPM group view - Main email

    11 votes

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    5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your idea here, Rosalie - Is there a particular reason you'd find it useful to view the email address here? 

    This would be good detail to share back with the team, and may help others to see how this could benefit them too 🙂

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    Kelly Li commented  · 

    Yes, if we could also add IRD(Tax) number to this view – it would be useful while reconciling gst, paye and/or income tax account when we have a group of entities and they make transfers between each other.

    Kelly Li supported this idea  · 

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

    19 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kelly Li commented  · 

    I agree, this would be very helpful. Please add this function!

    Kelly Li supported this idea  ·