138 results found
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Xero Tax NZ - Company Annual Returns Date
The company annual returns field is showing December and January as options to select. Annual returns are only filed with the companies office from February to November so December and January should not appear in this list.
3 votesThank you for sharing your feedback about the selectable months for company annual returns in Xero Tax NZ. We appreciate you taking the time to raise this idea. We’re moving this suggestion to the “Gaining Support” stage to invite further feedback and votes from the community. This helps us understand the level of interest and impact as we continue to review ideas for future consideration.
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XPH - Automatically remove identical addresses on client profiles
When the client contact details have been imported in this change (specifically businesses or entities), it has brought in every client address, now on some client profiles, it shows 4 of the same street address and 4 of the same postal address. Could this return to show only one of each to reduce the repetition and confusion.
2 votesHi Briony, appreciate your sharing here! We can see how removing the duplicate address would make client profiles feel simpler and more streamlined. When you’re managing a large number of clients, every bit of clarity on the screen helps you focus on what matters most.
Having the same address listed twice can make profiles feel cluttered and, occasionally, create confusion if one gets updated and the other doesn’t. A cleaner view that only shows unique information would make it easier to scan and manage client details.
We’ve moved this idea to Gaining Support so our product teams can see how valuable a more streamlined client profile would be.
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XPH | Tax Manager - Add numerical item counts to all status category headers
Counts of items in FILED Categories
Item counts have recently been added to In Progress TAB
Please finish the job and add counts to FILED
(and Ready to Start?)
This is a useful metric for us1 voteHi Serge. thanks for highlighting this. We understand how helpful it would be to see item counts in each status at a glance when managing your workload.
Adding counts to headers like “Ready to Start,” “In Progress,” and “Filed” would make it much easier to track volumes without extra clicks or scrolling.
I’ve moved this to Gaining Support so we can track interest and highlight to our product team how this could improve day-to-day visibility in Tax Manager.
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XPH | Navigation - Add a one-click shortcut to XPH from the main Xero homepage
Need xpm as option on home screen menu so only one click, rather than the 2 clicks and steps now
1 voteHi Shery, appreciate your suggestion. We understand that when you’re switching between client work and your practice dashboard, quick access really matters.
While you can get to practice tools through the organisation menu today, having a one-click shortcut to the Xero Partner Hub from the homepage would make things faster and more seamless.
I’ve moved this to Gaining Support so we can track interest and highlight to our product team how this could improve the day-to-day experience.
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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
1 voteHi 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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XPH - Ability to add Client Image/Picture/Logo
The recent UI improvements in XPM have come at the expense of being able to upload a picture of the client or the business logo to XPM. This was a great feature an one that made XPM more fun to use.
When staff are working on a client, they can see what they look like and that the client name and code is a person not a taxpayer. This was an excellent feature and for the life of me I cannot understand why this has been removed. The old images are still there but you can no longer change or…
1 voteAppreciate your idea, Craig. A client logo or image field would make it easier to distinguish clients at a glance and add a more visual layer to the client record.
Currently, you can attach files to a client, but there isn’t a dedicated image display option. I’ve moved this to Gaining Support so we can share it with our product teams.
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Jobs - Multiple clients applied to one job
Should be able to Apply multiple clients to a job - In the case of a couple, it would be a lot easier to be able to apply one job for both individuals as the meetings and communication if often done together and the returns completed at the same time.
1 voteThanks for your feedback and the detail of why this idea would be helpful for you, Jocelyn. It'll be good to get an idea of the interest from other practice users in this here. I'll share if there are any updates.
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XPH - Restrict tag creation to Practice Administrators only
Client Notes in XPM, Tags should be a list controlled by the Practice administrator.
Not a list that every user can add to.
The tags very quickly become useless as every user just adds their own version of the same tag, one will call it "Phone Call", then "Phone Calls", then "Phone Call out", and so on and so forth so you end up 10 tag for phone calls, some call it "File Note" the "File Notes" and then "Notes" we already have 40 tags with 2/3 being for the same thing.1 voteHi Christopher, it is clear that unrestricted tag creation can lead to duplicates or inconsistent naming, making reporting and searching harder to manage. Limiting tag creation to Practice Administrators would help keep things more consistent across clients and jobs.
At the moment, any user with access can create tags. I’ve moved this to Gaining Support so we can track interest and share it with our product teams.
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XPH | Clients - Sync note for related entities within a Client Group
Would be extremely helpful if client notes were able to be seen for all entities in a group instead of only at the client level.
1 voteHi Kat, thanks for the suggestion. Keeping the same note updated across multiple clients in a group can quickly become repetitive, especially when the information applies across the whole structure.
A shared or group-level note that carries through to linked entities would help keep key details consistent without needing to duplicate updates in each record.
At the moment, notes are added and maintained at the individual client level.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams.
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XPH - Add a "Partner" filter to homepage widgets
Income tax returns & Activity Statements to be able show widget based on partner/manager assigned to clients
Eg - Darren Tax Partner should be able to have a widget that just shows his client list
1 voteWe can see how a Partner filter on the widgets would help practices with multiple partners focus on the work relevant to them, without the broader view feeling cluttered.
At the moment, filtering by partner is available in areas like Jobs and Clients, but the dashboard widgets don’t support that same level of filtering.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams.
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XPH | Jobs - Auto-Generate VAT and Statutory Jobs Using HMRC Obligations
Tax obligations, such as VAT returns, can be linked to a job when you create the job. I assume the job details are pulling from the HMRC API for MTDVAT. It shows the period start date and end date and the submission due date. Why doesn't XPM a) allow us to specify a period start date, period end date and submission due date b) automatically fill these fields in c) create future jobs automatically based on the 'obligation periods' retrieved from HMRC d) automatically suggest to 'complete' the job if it knows that the VAT return has been filed -…
1 voteHi Louis, thanks for sharing this suggestion. We can see how having VAT and jobs automatically created from HMRC obligations would reduce manual setup and help with staying on top of deadlines.
At the moment, HMRC obligation dates and statuses are already brought into Xero for VAT and Tax Manager to support filings, but XPM jobs sit separately as a workflow tool for managing internal work and time. Because of this, jobs don’t currently generate automatically from HMRC data.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams.
With regards to the Companies House integration suggestion, this will be best raised in our Xero Developers Ideas website instead as it involves external app.
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XPH | Client - 2 way data sync with Xero account
We started off 10 years ago with Xero for our firm's own bookkeeping and invoicing (we're UK based). There is so much information we have stored in Xero specifically email addresses, client reference numbers, physical addresses, primary person, secondary person, VAT number, company number - everything in the 'contact' page of a client. Tracking categories could also be integrated. In Xero, we have a tracking category for Client Partner and another for Staff Member, so we know who 'did the work' and which engagement partner the client belongs to.
Why doesn't all this rich data a) import into XPM into…
1 voteHi Louis, keeping client details in sync between XPM and Xero can mean updating information in more than one place. A two-way sync would make this much simpler and help keep everything consistent.
This idea is now in Gaining Support so we can track interest and share it with our product teams.
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Xero Partner Hub - Access to Job from Timer
I use the timer, it would be great to be able to access the job from the timer menu rather than opening job manager.
3 votesThanks for your feedback, Mel. Good to be getting this feedback on the improvements that could make Xero Partner Hub better for you 😊
I've shared this back with product and I'll let you know if there are any updates.
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XPH | Tax Manager - Ability to search across all returns status
Add a filter to the top filters to search by All not just Ready to Start/In Progress/Filed/Errors, if you are looking to see a BAS status then you have to search in all 3 if you are not sure what status it is at from this home page or you have to go back via the client.
1 voteHi Amy, when searching for a specific lodgement, needing to check each status tab can take a bit of time. Being able to search across all return statuses in one place would make it much easier to quickly find what you’re looking for, regardless of its current stage.
At the moment, this requires clicking through each tab in Tax Manager or going back into the client record.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams as a potential improvement to search and navigation.
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XPH | Jobs widget - Ability to sort and group jobs by Partner or Manager
Homepage
Give the ability for jobs to be sorted by manager or accountant etc so it has some meaning to the user. By practice is not very helpful.1 voteWe can see how being able to group or sort the Jobs widget by Partner or Manager would make it easier to understand how work is distributed across the team, without needing to leave the dashboard.
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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Practice Manager - Ability to navigate prior weeks on the Time Summary graph
We love the graphical representation of the weekly timesheet. However, we would love to be able to navigate to prior weeks to also view them as a graph
2 votesHi there!
Thanks for sharing your idea with us!
Since there’s currently no way to toggle date ranges directly within that dashboard widget, I’ve classified this as Gaining Support to see how much interest it gathers from the rest of the community.
I’ve updated your idea title to Practice Manager - Ability to navigate prior weeks on the Time Summary graph to make it easier for others to find and vote on.
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XPH - Actionable WIP widget with integrated invoicing button
Widget that shows the WIP and allows you to Invoice from the WIP Module.
1 voteThanks for taking the time to raise this idea. It sounds like moving between the dashboard and the Invoices area to act on Work in Progress (WIP) can add a few extra steps when you’re ready to bill. Having a single widget that not only shows outstanding WIP but also lets you raise an invoice directly would help make the handover from work completed to billing more seamless.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how a more actionable WIP widget could streamline invoicing workflows across practices.
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Practice Tools - Display Client Code in the Client record header
Previously the Client Code showed in the address bar (i.e. 8 digit number unique to the client). We could then add the number to the Client Code field under each client. This number is used to sync the client to external apps integrated with XPM (i.e. FYI Docs) This has now gone! The address has changed. How do we find the client code when setting up a new client now to enable accurate syncing??
2 votesHi there,
Thank you for raising this!
With the recent updates to the interface and URL structures, that "shortcut" isn't as visible as it used to be. I’ve assessed your suggestion and moved it to Gaining Support.
It’s a great piece of feedback because it highlights how a small UI change can have a big impact on your workflow with integrated apps.
I’ve also updated the title to Practice Tools - Display Client Code in the Client record header to help other practice users find and vote for it.
A quick tip for now: While it's not as fast as the address bar, you can still find and edit that code by clicking Edit Details within the client record.
Alternatively, if you need to find these in bulk for several new clients, running a Client Report and including the 'Client Code' column is currently the most reliable way to…
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Client - Add a search bar to "Add to group" feature
When adding a client to a group you have to sort and scroll through the list, you can't even type a certain letter to short cut the process. Please create a 'search' function in the groups list to make it easier to add clients to a group
1 voteHi Kellie, thanks for sharing this suggestion.
It sounds like as client group lists get larger, scrolling through a long menu to find the right group can slow things down. Adding a search option to the “Add to group” function would make it quicker and more straightforward to organise client records.
At the moment, selecting groups in Xero Practice Manager involves manually scrolling through the available list, which can become more time-consuming in larger practices with more complex group setups.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how adding search here could improve everyday efficiency when managing client groups.
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XPH - Add a "Recently Paid Invoices" widget to the homepage
Add a configurable “Recently Paid Invoices” widget to the new XPM Partner Hub homepage that displays the 10 most recent invoices marked as paid (including client name, amount, payment date, and linked job). This would allow us to immediately see payment activity as soon as we sign in, with the ability to click through to the related job.
Our accounts team often relays which invoices have been paid, and we then have to go searching in Xero and XPM to update job statuses. As we frequently wait for payment before lodging returns, having paid invoices visible on the homepage would…
1 voteHi Rhys, thanks for sharing this suggestion. It sounds like having a “Recently Paid Invoices” widget on the Partner Hub homepage would make it much easier to stay across incoming payments at a glance. Being able to quickly see the latest settled invoices, along with key details like client, amount, payment date, and linked job, would help reduce the need to jump between reports and screens during the day.
Right now, this information can be found by going to the Archived Invoices section.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how surfacing recent payments directly on the homepage could support faster workflows and better alignment between accounts and lodgement teams.
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