I would love to see an improvement with Xero XPM NOTES.

We seem to leave 2 types of notes.

TYPE 1: is URGENT, we want people within the firm to see it and read it. It would be good if you could select this note to be a banner across the top of the clients screen. Similar to how if the client has a debt it shows at the top. (love that function)

TYPE 2: is just an ordinary note that is sufficient with the current design.

It would also be great if you could share notes across multiple clients or the client group

Following on from advice from IRD. Is this something that is easy enough to create?

See email from IRD.....

We are getting a number of customers to our Front of house (reception) who require a printed barcode to make their payment at Westpac. As you might expect, many of these customers are elderly and it has been some effort for them to go to Westpac only to find they need a barcode to pay so they come to see us… before heading back to Westpac with their printed barcode.

Most have, in the hot little old hands, a lovely letter from their tax agent telling them how much to pay and by when. Some tax agents have even told their clients the various ways to pay including online or in person at Westpac, including that they will need barcode …including the link to generate one. However, the reason that these customers need to pay at Westpac is because there are either technologically illiterate or unconfident.

Could I please humbly request, that when notifying your clients of the amount to pay that you either include a copy of IR’s statement/notice of assessment, which includes a barcode, or that you generate the client a barcode https://www.ird.govt.nz/managing-my-tax/make-a-payment/ways-of-paying/paying-at-westpac for them to take to Westpac with their payment to save them tripping around the countryside.

Xero HQ - Business Client Dashboard

I would like a section in Xero HQ to see key metrics across my business clients in the form of a dashboard screen.

The data displayed should be almost like an 'early warning system' for practice linked business clients that are falling behind on:

• Administration (Bank rec transactions, unlodged payruns/bas forms)
• Business performance is suffering (Significant decrease in quarterly sales, High 90 day+ debtors)
• Accounts hit certain thresholds set at a client level (Bank account overdrawn, GST/PAYG/Super Liabilities over a certain threshold)

This could also be used to spot client performing really well too.

It can be difficult to keep an eye on every client. This could provide some additional oversight.

It would be a big feature but really useful if implemented correctly

The current sync of "clients" from XPM to "contacts" of the practice Xero Blue file only updates when an invoice is sent across.

Surely this could be made into an immediate sync, or at the very least an overnight sync?

Given XPM doesn't integrate with a whole lot of software and doesn't integrate with Zapier, many add-ons practices use are linked with the Xero Blue file and require that data to be accurate. Debtor collection software for example, marketing software, etc, all require contact details to be accurate, and if clients change details, there can be a large delay before it passes through.

Allow a practice-wide setting to default postal address to client's postal address/main address, rather than agent address. Same applies to phone number and e-mail address.

I'll admit I'm brand new to Xero Tax, but the returns I have created so far default to Agent Postal Address, whereas all of my returns always use client postal address. Instead of having to toggle/switch this for every return (and in due course no doubt missing one at some point), it would be great to have a practice wide setting. "On Tax Return forms, postal address should default to [client address]/[agent address]".

Similarly, my agent mobile number is flowing through to the return, instead of the client's mobile number (which is what the ATO actually wants to have shown). The client's e-mail address similarly does not flow through from their client listing to their return.

Have the ability to send a copy of the actual message/links sent to a client to our own email when we we send something for e-signing via Xero Sign. Adobe sign has this option.
This would help us because:
1. It is a professional requirement to keep a copy of all correspondence sent to clients.
2. It also would help when they call and have a question about what to do if you could have the exact copy in front of you to step it through with them.
3. When they dispute what was written in the text part of the email (eg we told them to make a payment), we have no copy and can't access or retrieve what was sent.