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  1. XPM - Client group filter members

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    ✨ Appreciate you raising this, Julie! We understand how adding a client group filter to Job Manager would speed things up and cut the back-and-forth. In the meantime, a quick workaround: press Ctrl + F (Cmd + F on Mac) and type the client’s name into your browser’s search box to jump to matching entries on the page. Your idea is now in gaining support, so it’s open for votes and comments. If you can, please share it with colleagues who’d benefit—more support helps us gauge impact and prioritise what matters most.

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    Julie Randle commented  · 

    Add a column or filter in XPM Job Manager screen for client Groups. There is currently no column/filter for client group in the job manager screen in XPM - which means if you want to see all the jobs for a client group - e.g. Alf Barbagallo - have to search each entity individually. Also means cannot easily do a bulk update for all jobs in a client group.

    Julie Randle shared this idea  ·