Xero SME (Blue) Groups

Owned by Debby Gibson
Feb 21, 2020
1 min read

It is possible to include a GROUP to a number of Contacts which tie them together. This is useful in your Nimbus account as you are able to see documents which belong to the whole group, rather than just per Client Entity.

Instructions

In Xero SME (Blue), create a Group and add the Contacts to that Group.

  1. Create the Group providing a unique name

  2. Edit the Contact

  3. Select Options, and select Add to Group

    1.  

  4. When the data is synced to your Nimbus account, this information is then visible via the Group field.

 

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