1432 results found
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Xero HQ - Bank connections page for all clients
Bank connections page allowing you to view all clients' bank feed statuses in one central location and easily update the connections for your clients in one go rather than navigating to each client’s account.
FreeAgent now has this ability, so will Xero follow suit and save hours if not days reconnecting bank feeds? https://www.freeagent.com/blog/industry-first-in-banking-1/
4 votes -
Practice Manager - Staff permissions for PLS/ELS Management only
XPM Staff permission - Practice Administration Permissions: You shouldnot have to give a staff member access to the full business setting menu to be able let them access the PLS/ELS reports. There should be a PLS/ELS Management only permission.
I want a staff member to be able to access the PLS/ELS reports without being able to access other staff member information or having access to all my practice setting.
16 votes -
Xero HQ - Bulk set and edit client lock dates
It would be extremely helpful if there was an option to set multiple lock dates for various clients at once, so that we don't have to go into each client separately each month. It would also be helpful to have this option on Xero HQ with a view to their current locked period as well.
4 votes -
Practice Manager | Permissions - Staff ability to view billing client
We have staff that need to see who the biller client is for a group however we do not want them being able to see staff timesheets.
We would like the Access Financial data tab broken up to enable staff to see the billing client.
4 votes -
XPM - Reorder timesheet entries so the most recent is at the top
XPM Timesheets/Timeclock - The ability for the saved time to be ordered from the most recent time to the first time entries of the day so you can quickly see when you last entered time, as a start point. This saves a whole lot of scrolling if you have a lot of entries for the day.
2 votes -
Webinar
Can I have Xero Practice Manager for project?
1 voteHi Mar, best to connect with our specialists at Xero Support if you'd like to discuss more however Practice Manager is only available to Xero partners.
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XPM - Client report including connected Xero organisation
I would like to build a client report that shows the XPM client name but then also shows their Connected Xero organsiation (as this is often different to the XPM name).
34 votesHi everyone, as noted in the comments here with Single Client record and client lists now being the same across XPM and Xero HQ you could export your client list from Xero HQ and you'll in the export file there is a column for Organisation name.
Appreciate this isn't directly within Xero atm, so we'll leave the idea open. We don't have any direct plans for developing this view in Xero right now, but we'll continue to track the appetite here and share if there's any change planned.
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Xero Tax XPM - calculate the estimated PAYG instalment payable in SMSF Tax Returns
It would be good if Xero Tax calculated the estimated PAYG instalment payable in SMSF Tax Returns as we use this to inform our clients of what amounts they are up for in the new financial year, a very important piece of information for them to consider re timing and amount of cashflow outgoings. Xero Tax does it for individuals so not sure how difficult it would be to make it apply for all entities subject to the PAYG Instalment system.
17 votes -
AU Tax - Bulk Update Staff Access Feature in Xero Tax
The ability to bulk update staff access to client tax returns in xero tax. Currently, the only way to change staff access to certain clients in the xero tax feature is to go into each client file and change it individually. A bulk update function would be more efficient and less time consuming.
16 votes -
Practice Manager - Auto select 'ATOmate Fee For Service' when 'Deduct fee from refund' is checked
It would be great if you can automate the ticking in of this 'ATOmate Fee For Service' (under client details) whenever 'Deduct fee from refund' is selected on the tax return currently in process. And if in the next financial year's tax return it is no longer fee from refund, 'ATOmate Fee For Service' will automatically be unticked.
2 votes -
Xero HQ - Warning when archiving client with active Xero organisation subscription
Archiving a client with a Xero Ledger/Plan seems almost too easy as there is no warning to prompt you to cancel the subscription/or remove yourself as a user - So you could end up paying for a Xero Ledger/plan indefinitely and not know.
As an example, we discovered 20+ entities that had been archived in XPM/XeroHQ but not cancelled in Xero.
There is currently no way to easily find out if any active ledgers/plans are on the Archived list (which thanks to the Xero Single Client Record Process we now have 3,000+ archived clients) as you
a) cannot filter by…23 votes -
Xero Tax | Payment Letters - Save comment without needing to approve
We would like to be able to comment on the tax payment and save the comment, rather than making the comment and having to approve and then unapprove the letter to get it back to waiting for approval. This would also be good for tax notices that we ignore, as we can put a note as to why we are ignoring them.
8 votes -
NZ Tax - Preview tax return
It would be great to be able to preview returns on screen rather than having to export to PDF.
8 votesThanks for the confirmation, Heather. No changes planned around this right now but we'll get an understanding of the appetite for this here.
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Xero Workpapers - Actual Updates to the Product
I've been using Xero Workpapers now for 7 years. While I find it efficient and effective, there is certainly room for minor improvements.
Yet, despite this list of product ideas from users, it appears that Xero hasn't actually made any changes to this product in the entire time that I have used it. Of the 91 product ideas, only 5 have been marked as 'delivered', 3 of which are not specific to Xero Workpapers, 1 was pointing out a feature that has always been there and the last was resulting from the removal of the old xero reporting (not really…
8 votesAppreciate feeling that this part of the product hasn't got as much attention as you'd like to see, Colin.
As you may understand some of our product team do look after and develop for multiple areas across Xero. While I can't share any direct works planned for this space atm, I want to assure you that your feedback has been shared back with the team and we are continually reviewing and advocating our customers ideas from the forums here with our product teams.
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Xero HQ - Sync custom fields with XPM
We are trying to move all client records to Xero away from a different software provider but we need custom fields that we have built in Xero Practice Manager to be synced with Xero HQ please. This way we will be able to filter our clients using the custom fields that we have created which will then match what we can do in the software that we are trying to move away from.
3 votesHi team, the Xero Partner Hub will be landing with partners from early 2026, and will get rid of the need to sync records. All client data and fields will be bought into a single location to help you seamlessly manage your practice! 🙂
You can find out more about this change on our website, and I'll be back to share more as this is released. Thank for engaging with us here.
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NZ Tax - List view of all open Client Tax Returns
I would like a tax screen similar to the jobs, where I can see clients tax return status, taxes owing and overdue returns. It would be useful to have the option to update a client's return to show as not required or Auto Assess.
28 votes -
XPM - Ability to bill more than the WIP with write-on, but carry credit forward.
XPM Billing - Ability to bill more than the WIP without WIP write-on.
If XPM allows carrying credits forward for future use against more work in the future, similar to other traditional practice management software, that would be great. For example, Once we completed the job, we sent out the work with our invoice. If we can carry credits of an hour or two for clients to review the work, discuss and send back the signed copy, lodged & sent assessment etc. This additional time can be offset against the credits that we billed more than the WIP so we…
6 votes -
Xero HQ - Upload partner signature into compilation report
When preparing the client's financial statements it would be useful if we could upload the accounting partner's signature (e.g. as a JPEG or TIF) into the compilation report before the financials are published. We have to edit the signing section each year to update the date so it would be good & more efficient if we could upload the signature at the same time.
It would then carry forward when the draft financials of the following year are prepared.
At the moment, we have to PDF the financials and then edit them to insert the signature. This is done every…
16 votes -
Xero HQ - Staff Audit Log
In any particular Xero account, you can review the history notes (essentially an audit log), however we do not seem to have the ability to audit a particular staff member's activity across all clients.
This would be useful if you have a particular firm employee making the same mistake across multiple reconciliations. You could see their access/activity log to know which clients you needed to review. Or if you simply needed to know every client the employee has touched in a certain timeframe.
28 votes -
Xero Tax (AU) | Import from Xero with substituted accounting periods
I love the function of being able to import data from a Xero file/ledger directly into a Xero tax.
However, it seems that you can only import date to 30 June. It doesn't appear to be able to import for a substituted accounting period.
It would be helpful to be able to select the period to import.
37 votes
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