31 results found
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XPH - Bulk address change from Client group
In the old XPM we could bulk update client addresses for a client group, this functionality appears to have dropped off the new version, can we have it back please?
294 votesThanks for all the engagement and sharing how valuable this feature is to managing your clients with Xero.
I understand the desire for another update and am pleased to share that this is something our product teams will be addressing and are working on developing within the new unified client experience.
I'll share more news here as this gets closer to release.
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Client list - Manager column
Under the 'client' page, we really need more column options. The 13 options that are available aren't all that helpful. Why can't we have a column for address, partner, manager, group?
Struggling to see how industry classification would be helpful when searching for clients...63 votesThanks so much for sharing this idea. We’re seeing that this suggestion is gaining support from other partners in the community, which helps us understand its overall importance. While we can’t promise any changes or share timelines, ideas that attract growing support are regularly reviewed by our product team when planning future improvements⭐.
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XPH | Client list - Match partial or similar name in search
When you search for a client with client name, old xpm it used to search for anyone with similar name, now it has to be exact eg John James Jones, if you searched John Jones, it would come up, now it won't and you have to type John James Jones for it to appear. If you type John it will come up but what happens when you have 50 Johns to scroll through??? Please fix.
85 votesThanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.
While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.
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Clients – Improve XPM client edit screen (whitespace & layout)
The new client information page has too much white space but the layout with the headings bigger and the line helping you to track from the heading to the actual data is OK. However when you click 'edit details' that all changes.
• the 'old' version only showed the headings and you could expand each heading to find the places you wanted to update. Much easier to scroll through.
• The new layout has too much white space, there is no clear difference between the headings and the titles – too much wasted time scrolling up and down trying to…
65 votesHi team, it’s been interesting to read through all the comments in this thread. We appreciate the ask and the detail you’ve shared around how these changes could make the client edit screen easier to work with when you’re moving quickly between clients.
This idea is now in Gaining Support, which me
This idea is now in Gaining Support, so it’s open for the wider community to add votes and comments. We’ll keep following the discussion as more perspectives are shared.
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Clients - Add Bare Trust Structure Option
We would like to request the addition of a "Bare Trust" business structure option within the Business Structure field on the main client page in Xero Partner Hub.
Currently, Bare Trusts must be classified under the broader "Trust" category, which makes it difficult to accurately identify and report on these entities separately. As a result, additional manual processes and workarounds are required to distinguish Bare Trusts for reporting, workflow management, and compliance purposes.
Introducing a dedicated "Bare Trust" structure would improve reporting accuracy, streamline internal workflows, and reduce the administrative time spent manually identifying these entities. This enhancement would assist…
19 votesHi everyone, thanks for the engagement here so far. We understand the request to have Bare Trust available as a business structure option when creating a new client, making it easier to accurately classify and manage these entities.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community.
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Clients - Dashboard to view, search and audit all clients notes
Currently you have to go into a client to see notes relating to that client. It would be useful to have an option to see all notes, by client.
6 votesHi Cormac, thanks for bringing this idea to the community.
We can see how a centralised view of client notes could make it easier to keep track of updates across your client base and help teams stay aligned without needing to open individual client records.
I've updated the status of this idea to Gaining Support so we can continue monitoring interest and gathering feedback on how this could support your practice workflows.
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XPH - Split Milestone Date and Description into separate, sortable report fields
Please could the Milestones on Reports not be consolidated into a single text field.
It would be much more useful if Reports had separate fields for:
Milestone Date
Milestone Text/NameAt the moment, the Milestone Date and Name are combined into one text field. Because of this, the field is treated as text rather than a true date field, which means sorting by date does not work properly. For example, milestones can appear in an incorrect order such as 1 May, 2 June, then 3 April.
Having the date and milestone description available as separate report fields would make reporting…
9 votesHi James, thanks for sharing your idea, and letting us know the changes that matter most for you.
We hear you that splitting these into separate, sortable fields would make it simpler to view upcoming deadlines and group milestones in a way that supports day-to-day planning.
This is now in Gaining Support so we can track interest and share with our product team how more structured milestone data could improve timeline and workload management.
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Client - Add a dedicated field for former names or historical aliases
Would it be possible to add a field under Client for Former name/s? As ASIC agent there are multiple scenarios of where we need to enter any former names for a client. It would be great to see a field under the client where we could add their maiden name etc.
8 votesHi everyone, thanks for sharing this suggestion.
We understand why having a dedicated place to record previous client names or aliases would be useful, especially for businesses and practices that manage long-term client relationships where details can change over time.
This idea is suggesting the ability to store historical names directly on a client record, so teams can keep a clearer record of changes without losing access to previous details.
We’ll continue to track feedback and interest from the community around this. Please keep sharing your workflows and use cases here, as this helps us understand where improvements could provide the most value.
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XPH - Sticky header to keep client name visible while scrolling
It would be useful if you could "sticky" the client name to the top of the screen so when you scroll down you can always see which client you are viewing/editing.
10 votesHi Christine, thanks for sharing this suggestion. When working through longer client pages with multiple tabs and custom fields, it can be easy to lose sight of which client record you’re in. A sticky header that keeps the client name (and possibly reference code) visible would help keep that context in view and reduce the need to scroll back up to confirm details.
At the moment, you need to return to the top of the page to re-check the client information once you’ve moved further down the record.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams for consideration.
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Client list - Ability to identify Trustee Companies
Can we have an option in the client screen to easily identify trustee companies
6 votesHi there, thanks for the suggestion. We understand the need to quickly distinguish between other client type and a trustee.
Right now, this is often managed with naming conventions or custom fields, which aren’t always easy to see at a glance.
I’ve moved this to Gaining Support so we can track interest and show our product team how a dedicated “Trustee” indicator could improve the Client List experience.
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Xero Partner Hub - Retain Visibility of Blank Tax/IRD Number Field in Client view
If the IRD number is not populated then this field disappears from the information screen when viewing a client's details. Can the field please remain on the screen even if left empty.
12 votesHi Sue, we appreciate you suggesting that the Tax/IRD Number field remain visible, even when blank - it’s a helpful idea for tracking data completeness and maintaining consistency in client records.
We’ve moved your idea to Gaining Support, so it’s now open for the community to vote and comment. Our product team is keeping a close eye on feedback coming through related to Xero Partner Hub.
We’d love to hear more from you and other community members about how this change could improve your workflow or benefit your practice. Sharing specific examples will help the team understand the value of this idea.
Thanks for getting the conversation started!
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Column Sorting
It would be helpful to be able to sort by all the Columns under Clients. This way the information in the columns could be more useful. Its great being able to see the connected banks but currently we cant group by this.
Also with the email addresses, this should be interactive. I should be able to click on the email address and be able to send an email to the client, instead of clicking on the email address to just be able to see the email address again.
2 votesThanks for submitting your idea on Xero Product Ideas. 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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Use of Money Calculation
We have found that there is a difference in the use of money calculation (UOMI) in an income tax return in XPM and what is expected by NZ IRD.
We sent this as a case to Xero and we received feedback advising that the XPM UOMI calculation is simpler than IRD's and that we should rely on IRD's more precise calculation. However, when an income tax return is filed very close to the final filing date and IRD take more than a week to process it we are solely relying on the UOMI calculation in XPM to advise the client…
2 votesThanks for submitting your idea on Xero Product Ideas. 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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When a new field is added into XPM by Xero it would be appreciated if this is also added into the custom re
When a new field is added into XPM by Xero it would be appreciated if this could also be added into the custom reports options at the same time. New fields are great but currently there is a delay in them being added into custom reports e.g. date of death, place of birth.
To mitigate this we have to create a custom field so that is reportable while we wait for Xero to add the 'new field' to custom reports. Having two fields for the same information is increasing our workload, and increasing our chances of information not being added…
2 votesThanks for submitting your idea on Xero Product Ideas. 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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Trading Name
Can we please have a trading name in the client section of XPM.
2 votesThanks for submitting your idea on Xero Product Ideas. 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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Declutter the Edit Client Details screen in XPH with boxes appearing only if certain options are selected rather than always being present
The edit client details tab in XPH doesn't seem logically set out and asks for non-relevant information. For example, even if you select a 'sole trader' or 'individual' for the business structure, it still displays a box to enter a company number and then at the bottom of the page a whole section on 'Company Info and Company Tax'? Would it not be be better for the business structure question to then determine the information that's required rather than it always being present? Similarly, if the client is not VAT registered or doesn't have a Payroll scheme, don't ask for…
2 votesThanks for submitting your idea on Xero Product Ideas. 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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XPH - Automatically link and sync Individual Clients with the Contact list
All individual Clients created should automatically be added as a contact and that contact should by linked to the client record. If you change the client detail that "new" contact that is linked should be auto updated. (in short an individual customer/contact is not "duplicated"). If you send mails from a job you can then use that client automaticly as a contact and do not have to create a contact
8 votesHey Louis, thanks for bringing this up! Having client info in both the Partner Hub and your practice contacts gives you flexibility, but it would be even smoother if updates could flow automatically between them.
Right now, exporting your client list from the Hub and importing it into your practice contacts is a simple way to refresh records in bulk. It’s a handy way to keep everything up to date.
We’ve moved this idea to Gaining Support so the product team can see how helpful a more connected, unified experience would be for Partners.
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XPH Client record - Add a counter to the Documents tab
Please add a counter to the Documents tab in the Client window, same as the counter for Jobs, Quotes, Invoices and Notes. A counter appears only when you have opened the Documents tab.
2 votesThanks so much for sharing this idea ✨ — it’s a really helpful suggestion.
We can see how having a visible counter on the Documents tab, like you already do for Jobs, Quotes, Invoices and Notes, would make the client record easier to scan at a glance.
We’ve now opened this idea up for other community members to vote on and comment on as well, so we can better understand how much interest there is from the wider community. Thanks again for taking the time to share your feedback with us.
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XPH – Add Client Activity Toolbar
Please reinstate the summary toolbar or menu at the top of client pages. It previously acted as an effective dashboard for client activity and allowed us to see what was happening at a glance.
In XPH, key items (for example, active tax returns) no longer clearly show status or progress, which forces users to click through multiple screens just to understand what is going on.
Overall, XPH feels clunky and significantly more admin intensive. It feels like a system that previously worked has been pulled apart by developers with little regard for how accounting practices actually operate or for the…
5 votesHi Rochelle, thanks for bringing this up. When you’re working across a large client list, having a clearer signal of what’s changing can make a big difference. A Client Activity Toolbar could give practices a quicker sense of where things are moving and where a nudge might be needed.
Rather than jumping in and out of individual part of XPH, this kind of view could help you prioritise what to focus on.
We’ve moved this idea to Gaining Support to see how much wider interest there is.
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XPM - Suggestion for improvement: Simplify GST registration removal workflow
In the old XPM when removing a client’s GST registration you could delete the GST registration with one tick and save. In the new XPM when you untick ‘include GST information’, the GST information greys out and it lets you save but this does not remove the GST registration information. You have to clear the other fields first, then untick ‘include GST information’ and save. Why can’t you just untick ‘include GST information’ and it be removed from view on the client information screen? Or at least be given a warning that the change you’ve made isn’t correct when you…
6 votesHi there!
Thanks for sharing this detailed feedback about the GST workflow in XPM.
I can certainly see how the extra steps of clearing fields manually feel like a step backward from the previous experience, especially when you're managing multiple client updates.
Currently, the new XPM interface requires those fields to be emptied before the section can be fully "deactivated" from the client summary. If you find the information is still showing after you've unticked the box, it’s usually because those greyed-out fields still contain data that Xero is trying to preserve.
I’ve moved your post into Gaining Support under the title: XPM - Suggestion for improvement: Simplify GST registration removal workflow
By moving this here, other XPM users can vote on the idea, which helps our product teams prioritize making this workflow more intuitive—like adding a warning or an auto-clear function when the box is unticked.
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