460 results found
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XPM Job filters - Add custom fields to Job Manager
Would love to be able to add custom job fields onto the Job Manager dashboard and be able to create filters from them.
28 votes -
relationship type
Can we please have a relationship type for 'Bookkeeper of'.
We have third party bookkeepers who act for several clients and it would be useful to add them as a contact and associate them as the clients bookekeper.2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Xero Tax fields in XPM to be importable and extended to UTRs for business tax clients.
Within XPM there are fields for individuals in the Tax section of Client with UTR and National Insurance number. It is not possible to import and upload to them, this would be useful as they then link to Xero Tax when filing a tax return. Currently we have them stored in a custom field as these weren't available originally. It would be good to be able to import all of our custom fields to the system's UTR and NINO fields.
There is also not a Tax section on Limited Company clients to add a UTR to. Companies need UTRs and…
2 votesHi Stewart, thanks for raising this idea. It’s clear that the ability to import Unique Taxpayer References (UTR) and National Insurance Numbers (NINO) is important to you, and we hear the pain points about the extra manual work involved in not having this feature. A possible workaround is using a custom field for now, which can help keep this data within Xero Practice Manager. ⭐I wanted to provide an update on this. At Xerocon, we announced new developments for Xero Practice Manager and Xero HQ that are designed to improve efficiency and help you manage clients more effectively. While I can't promise a specific timeline or confirm that this exact feature will be included, we believe these enhancements will help streamline many of the workflows you’ve highlighted. We'll be sure to provide another update as soon as we have more information. Thank you for your patience and for helping us…
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XPM - Client WIP view
When reviewing WIP for a client you can't see the title of each job without clicking in to it. Could we please make the job column wider so we can see what the job is without opening it.
16 votesThanks for sharing with us here in Product Ideas, everyone.
We're working on modernising the client record user interface(UI) and your idea here is being worked into this change.
We'll first be making this available to our UK practices, with the aim of eventually expanding this to all regions. I'll be back to confirm as this starts to roll and give more detail of the change.
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Practice Manager - Add a VAT Reconciliation report in the Reports section
Hi there, could Xero please add a VAT reconciliation report to the reports section where we can reconcile each VAT period's VAT payable/receivable to the VAT control account. This would make the VAT reviews and VAT reconciliations at year end so much easier and faster.
3 votesThanks for taking time to let us know how we could improve Xero Practice Manager for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Practice Manager - Milestones option to view at the top.
Since the XPM update (April 2025) milestones in XPM are now at the bottom of jobs. They should be at the top of the job (as they were previously) so that they are one of the first things we see on a job. We use milestones to remind us of important filing dates so relegating this to the bottom of jobs requires too much scrolling and is very frustrating.
6 votes -
Practice Manager | Jobs - Search for client when creating a job
When creating a new job the client drop down list can be quite long. it would be good to have the ability to search for the client name instead of selecting from a dropdown menu.
5 votes -
cancellation date of subscription
Provide a cancellation date on cancelled subscriptions. Just like it currently has "The organisation '' was originally created [DATE], it would be great to also have "The organisation '' was cancelled on [DATE].
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Reporting - Freeze header row
Would it be possible to freeze the header row on the screen when running reports.
4 votesHi Sally, just to check when you say you'd like to freeze the header row would this be the Report settings at the top of the screen?
Currently column headers in majority of reports are frozen so you can see these as you scroll through reports.
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Report templates - Minimise hidden notes
Report Templates - notes (text blocks and schedules) to be minimised/collapsed when they are hidden instead of just greyed out so they don't take up as much space
2 votesThanks for sharing, River. I've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
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XPM - Integrate Quotes with Xero Sign for e-signatures
Currently Quotes are not able to be sent directly for e-sign acceptance (i.e. clients will need to print physical copy of quote, sign and email back unless they have access to adobe sign). It would be an improvement if quote can be sent to Xero Sign for signing and audit trail. Alternatively, it would also be great if clients can accept/decline from the quote email.
2 votesHey TJ, thanks for submitting this idea! We've reviewed your request for integrating Xero Practice Manager quotes with Xero Sign to enable seamless e-signing, and this idea can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero. This process helps us track the ideas our customers care about most. We really appreciate you taking the time to share this with us.
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XPM (New Experience) - Show number of notes from client view
From the initial client view, there should be a number next to the Notes section, to show that there are notes to look at (as there are for invoices, jobs etc)
2 votesThanks for sharing your idea, and letting us know that you would like to see the number of notes displayed on the client view.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Reports - Add quantity column to reports
It isn't possible to add a quantity column to a report, nor is it possible to pull through Qty data entered in Xero or create a cell the Qty can be manually typed into.
You can add a note column but this would be to link to a section of the report pack, not a quantity loaded into Xero or a box we could manually type the quantity into. Further the notes section functionality is unable to be renamed and can only be linked to other reports in the report pack. It does not work to bring through Qty data.
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245 votes -
Practice Manager | Onboarding - Companies house sync
Companies House sync - Client Onboarding
Would like to see a Companies House sync for this. Our current PM system has this facility and it saves so much time (and is accurate). Also used as a check when submitting annual CS01 forms. We are considering moving to XPM and this would seal the deal
4 votes -
Practice Manager - Single Dashboard access all practice tools
It would be lovely if a practice could acces every required platform from the Xero dashboard. Including where one can keep an eye on the practices status and points.
2 votesThanks Ben, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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XPM - Sync unique account number from Xero to XPM.
Account number to be synced to XPM from Xero. This unique account number/code is very useful and would be great to be automatically synced. Further, if, just like in Xero, it is a set field in XPM that notifies you when you are duplicating a code that has already been used for another client.
14 votes -
XPM - Filter reports by tax returns lodged as Final.
The option to filter the reports by tax returns that have been lodged as Final in a certain tax year would be beneficial.
We could then cross check and archive clients as necessary.
There are so many fields to choose from in the Fields and Criteria, but this is not one of them.
It would save us from having to keep a manual list as some can get missed this way.3 votesHi Alison,
We're grateful for your engagement and for this very specific and useful suggestion for reporting in Xero Practice Manager.
We've reviewed your idea to be able to filter reports by tax returns that have been lodged as 'Final' for a specific year, and it's now open to gain support from other community members. We can definitely see how this filter would streamline end-of-year processes and remove the need to keep manual lists for cross-checking and archiving clients.
Along with votes, other practices can now comment to share more details on how this reporting criteria would improve their own client management workflows.🙂
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XPM - Import Job Budgets
We'd like the ability to import job budgets at the time of importing new jobs. The budget field seems to be a standard field for jobs, so I see there would be no reason we can't add the budget at the same time of the import.
18 votes -
Request to Enable Proposal and Estimate Sync from XPM to Xero Accounting
I’m reaching out to request assistance regarding a feature enhancement for Xero Practice Manager (XPM). Currently, XPM allows invoices to be pushed seamlessly to Xero Accounting (blue), which is incredibly helpful. However, I’ve noticed that proposals and estimates created in XPM cannot be pushed to Xero Accounting in the same way.
I would like to request that XPM be enhanced to support the ability to push proposals and estimates directly to Xero Accounting. This functionality would allow clients to take advantage of Xero blue’s interactive features—particularly the ability for clients to simply click a button to mark a proposal as…
2 votesAppreciate you attaching a screenshot to demonstrate your flow here, Badi. Just wanted to check as this is a public forum there's nothing sensitive in this that you wouldn't want others to see?
Can understand why you'd like to enhance the sync of information and save time in adding these manually in Xero blue.
Not something we have immediate plans of but we'll start collecting community interest for this through your idea and update if there are any plans made.
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Practice Manager - Draft Invoice Review
Would like the ability to see Write-ons / Write-offs on the Invoices dashboard for Draft invoices to allow easier review of drafts.
Alternatively some form of reporting that takes draft invoices into account vs billable time to see 'draft write-ons/offs'.
11 votes
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