Yes. If you select to view a Client Group, at the top of the client page, the Jobs list shows the jobs for all clients in that Client group. Refer to Displaying the Jobs from the Clients Workspace.
Articles in this section
- How often are clients, jobs and staff synchronised from XPM?
- How often does the synchronisation of XPM clients and staff happen?
- How do I manage users?
- How do I add a Client, and add a Client to a Group?
- Is there an option to integrate with XPM Jobs and file documents at a job level?
- If I select to view a Client Group in the Clients Jobs tab, will that show all Jobs across the group?
- Does the integration with XPM bring across archived clients?
- What happens to the documents filed for a client if the client is archived in Xero Practice Manager?
- Can I link the email address of one account to a different practice account?
- What happens if the FYI user is set up as client in XPM?
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