103 results found
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Hyper link not working from milestone email
Normally when I get an email follow up sent from XPM from the milestone functionality I can click the link and it takes me to the job. Now it just takes me to an error page on the internet
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Salutation missing?
Where has the Salutation field gone?
It used to be available in Client Details and Additional Contacts and was used across multiple templates, including invoicing and merge-based applications. With this field removed, client correspondence is now appearing blank where the greeting should be.
Using [ContactName] or [FirstName] is not a workable substitute:
• For some primary contacts, it returns no name at all
• In other cases, it defaults to the full name (for example, “Hello John Peter Smith”), which is not appropriate for client correspondence
Please reinstate the Salutation field.
If that is not possible, at a minimum please…3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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clients as an additional contact
Has the ability to attach clients in the additional contact field in XPM been removed. I am no longer able to select an existing client to add to the additional contact on another clients record in XPM. If so why, this was great.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Add back "My Jobs" section from the old homepage (left hand side)
Having to navigate to the "Job Manager" tab to view a list of all my jobs is not very practical. It would make far more sense to see all your jobs in the homepage. For the people who do not want this feature, there can be an option to hide this widget.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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email to client has been hidden away in the three dots at top right. I use this everyday and it's so annoying that it's not visible anymore
Email client button has been hidden away in the three dots at top right. I use this everyday and it's so annoying that it's not visible anymore
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Tax Manager - Ability to export lists
Would be helpful to be able to quickly export a list from tax manager
1 voteThanks for sharing, Rhys. It'd be good to get an understanding of other practices that'd also find this helpful.
Be sure to share your idea here with others in your practice that'd find this helpful so they can add their vote too. 🙂
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TFN Search Function
Prior to the most recent update we were able to search using a clients TFN.
Can we please get this function back?It is so useful for Admin when we are getting lodgement lists from the ATO and we are having to search a number of different clients. It is simpler to search the TFN, rather than the exact name. ie ATO lists as "The Trustee for....." but we have it in our system as the Trust name, rather than the "The Trustee for...."
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPM - Reworking visuals on Timesheets and Productivity Dashboards
Make the timesheets and productivity metrics more attractive to incentivise employees to try and increase productivity or hours worked during the day.
Currently there is no visual appeal to having a 'better timesheet', either through more hours or a higher productivity (there isn't even any green that would signify a positive).
I suggest:
Having a widget (even just a simple line graph) that changes colour based on the productivity (i.e. a higher productivity would have a brighter green, good productivity green, low productivity red etc) - With this incorporating capacity reducing time to not skew this data
Introduce a metric…
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Where are the tax return settings hiding?
Where are the tax return settings hiding? Important that we have easy access to these
Some suggestions for improving the 'old' settings in the new partner hub:
* A simpler Income Tax Client Report request would be great for quickly updating due dates
I.e Settings > Tax Agents > Select Agent > Update ATO Income Tax Client Report
* Can we have a feature that flags TFN's that are no longer on our ATO Income Tax Client Report - so that we can easily identify and archive old clients
* A simpler way of updating Tax Agent details would be…1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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timer icon
The timer icon looks almost just like a circle, the hour hand is tiny, it's barely distinguishable from the magnifying glass next to it, so it's hard to know what it means. How about using a picture of a stopwatch or copy the icon used by the iphone.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Tax Manager - View NOA Status
Where has the function gone from the filed tab showing when a clients Notice of Assessment has been received back from the ATO.
7 votesAppreciate the additional support this idea is getting. Please know this has been shared back with our product team who are taking a closer look into this.
While we can't commit to development atm, I'll shift the idea to In discovery and we'll let you know of any further updates around this, here. Thanks
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XPH | Homepage - Ability to resize widgets
would be good to be able to resize the widgets to show more of what is important to us individually ie: I would like to be able to make the job widget bigger to show more jobs and shrink the time summary which is not important for my particular role
7 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Enable workpapers to be attached to muliple jobs
It would be so useful if there was an ability to have workpapers attached to multiple jobs - EG Workpapers created for the 2026 attached to all BAS/IAS jobs, FBT, Annuals
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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XPH | Homepage - View % of billable hours
Would love to have the % of billable hours back pls :)
2 votesThanks for your feedback here, Ruby. We'll start to get a track of the interest in this through your idea here, as our product team continue to make improvements to the homepage. I'll be sure to let you know if there are any plans made.
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Dont have tabs for current & archieve jobs
New interface for jobs isnt great - we often need to compare existing jobs vs completed which is now a pain when they are listed in two different tabs (Current/Archived) - please consider changing display back to list current above completed
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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New fields
We have found that there are some new fields in the updated XPM e.g. date of death, place of birth. This is great as we previously had created our own fields to enter this information. However, these new fields are not available in reports. Can these, and all new fields please be added to the select field options. If you want us to use them they need to be reportable. Thank you.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Tax Manager - Save Filters
You can apply filters, but it would be good to be able to save filters so that they can be used again. Basically the same function that is in Job Manager.
7 votesHi team, really good to hear your feedback on what could improve your experience with new Tax Manager which is currently in beta.
We're listening to the feedback we're receiving about this from our community and while not in the works just yet, the ability to save custom filters is a feature we plan to develop.
You can get more of a view of what's to come in Tax Manager through Xero Central, and I'll keep you updated here once this idea progresses with the team.
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Simplify client profile addresses
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.
1 voteThanks 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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Client Menu Bar
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…
1 voteThanks 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 | Homepage - Change spelling of Lodgements Widget
The new Lodgements widget has the word 'Lodgements' spelled as 'Lodgments'. Please fix.
3 votesAppreciate the feedback, Ben. We'd like to track the interest in this spelling through your idea here. Both ways of spelling this are correct and 'lodgments' currently aligns with how ATO's spelling of this.
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