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  1. Client list - Manager column

    38 votes

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    14 comments  ·  Xero Partner Hub » Clients  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks so much for sharing this idea. We’re seeing that this suggestion is gaining support from other partners in the community, which helps us understand its overall importance. While we can’t promise any changes or share timelines, ideas that attract growing support are regularly reviewed by our product team when planning future improvements⭐.

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    Elissa Griffiths commented  · 

    As a new admin officer, I'm still learning who the accountant is for each client.

    I think it would be beneficial that in the clients tab there is a column that has the name of the accountant, rather then having to click onto the clients name and going into the clients details to find which accountant is looking after them.

    Thanks

    Elissa Griffiths supported this idea  ·