136 results found
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XPH | Home Page open in a new tab when working on a tax return
Previously in XPM, if you were in a client's tax return, you could select the XPM option from the dropdown menu under your practice name and it would open a brand new tab and take you back to the Dashboard.
Currently, the new partner tab no longer has this feature (for obvious reasons), and when you click Home, rather than opening a new tab, it takes you away from the tax return returning you to what used to be the Dashboard page (now the Home page).
It's minor I know, but it's been a pain point most of today for…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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place of birth
XPM - Place of birth field is duplicated on the client page.
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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Quick actions widget
The quick actions widget is useful (now somebody has told me about it and explained what it is) - however, i want to be able to increase it's size. I have a long list of actions I want to use - and it neither lets me sort so the ones I use most are at the top, nor increase the box size so I can see everything without scrolling.
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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The new/beta version of XPM is too similar looking to clients section. It is really confusing.
We need a different look for the practice manager home site, not a black header with Clients on it.
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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Search | Jobs - View budget & staff
Include budget and staff member in job search summary - as per attached
1 voteAppreciate your feedback and hearing what details would be useful for you at a glance when searching Jobs, Jess.
This isn't something we have immediate plans of but we'll track interest and let you know if there are any updates, here.
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When reconciling several bills against a single payment, the only option on the Description is 'Payment: Multiple Items' with blank Referenc
when reconciling several bills against a single payment, the only option on the Description is 'Payment: Multiple Items' with blank Reference, instead of 'Payment: name of Payee' with Reference the invoice number. I need to be able to add the name of the Payee for clarity in the record, either in the Description or in the Reference area.
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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Archived Returns to show in their attached job
Please return the facility that was in XPM whereby an archived TR or AS still showed in the to which it is attached. It makes it incredibly difficult now to get an overall view of the completed AS during the year. Having archived TR or AS disappearing from the job is incredibly inconvenient.
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 | Clients - Add a "Groups" tab to the Clients section
Add a Group Tab for all clients in a group
1 voteHi Jess, thanks for sharing this idea! Right now, having to search or click through multiple screens can slow things down, so we love the idea of a more central view.
In the meantime, you can see the groups a client belongs to in the Information tab on their record (in the box on the right-hand side).
I’ve moved this to Gaining Support so we can see how many in the community would find a dedicated Groups tab useful. Keep the votes and comments coming — your input really helps the product team understand the difference this could make!
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Partner Hub - Ability to customise and re-order the Quick Actions menu
Quick actions are great but I would like to be able to re-order these to have the most used at the top etc
1 voteHi Stacey, we can see how much time being able to customise the Quick Action menu would save, especially when managing a large portfolio of clients.
This idea has been moved to Gaining Support so our product teams can understand the interest in this feature. We’d love to hear what other actions or pages would you like to be able to pin to your Quick Action menu? Your input helps the community and shows the value of this idea.
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XPH - Make "Email to Client" button visible
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 voteThanks for raising this, Andrea — and for clearly outlining how the current placement of the “Email to Client” button is affecting your workflow.
It sounds like those extra clicks at the final step of a return can really slow things down.
I’ve moved this idea to Gaining Support so we can gauge wider interest. If this would make a difference for you too, please add your vote or share how you’d like to see it improved — it all helps build the case.
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XPH - Add a "Staff Member" filter to the All Tasks view
When going to all tasks, it would be great to filter by staff member
1 voteHi Sue, thanks for bringing this idea to our attention! A staff member filter sounds like it could be a real time-saver for managing Tasks in XPH. Being able to see everything assigned to one team member instantly would make it much easier to balance tasks and ensure nothing slips through the cracks.
We’ve moved this idea to Gaining Support so the product team can see how helpful more granular task filtering would be.
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Practice tools | Jobs - Set priority for recurring jobs
XPM - Set priority for recurring jobs
1 voteAppreciate your feedback on how we could improve Jobs for your practices use, Robert. We'll start to get a sense of the community interest around this here.
Our product teams are paying close attention to feedback on this feature and I'll share if there are any updates here.
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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??
1 voteHi 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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XPM - Inline editing for job due dates on the Jobs dashboard and Client tabs
It would be good to have the ability to quickly update the due date of a job either directly from the XPH homepage under the 'Jobs assigned to me as staff' or from the client 'Jobs' section without having to go into each job and edit the due date. Or both options would be great too!
1 voteThanks for your feedback! Your idea has been reviewed and is now open for community support.
To help it gain momentum, please share it with your colleagues so they can cast their votes. Community members can now also comment on your post to share how this feature would improve their workflow in Xero.
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XPM - Ability to favourite a job
Ability to make a Job a favourite to appear at the top of my job list. eg. Admin Job etc
1 voteWe appreciate you taking the time to suggest how favouriting jobs in XPM could help streamline your workflow, especially for frequently accessed items like Admin jobs.
We've moved this idea to Gaining Support, which means our Community team has reviewed it and it's now open for the community to show their support through votes and comments. This helps us understand how many users could benefit from this type of functionality and informs future product decisions.
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XPM - Updating Job States in bulk using CSV files
Xero Practice Manager currently allows bulk job state changes only through the Job Manager interface or via API integrations. However, there is no native feature to bulk upload a CSV file to update job states for existing jobs. This limitation creates inefficiencies for practices managing large volumes of jobs, especially when correcting errors or applying workflow changes across hundreds of jobs.
Proposed Solution:
Introduce a Bulk CSV Upload for Job Updates feature in XPM that:Matches existing jobs using Job Number as a unique identifier.
Allows updating specific fields such as:Job State
Priority
Assigned StaffProvides a preview screen…
1 voteThanks for sharing this idea with us. We appreciate you outlining how a bulk CSV upload feature for updating jobs could help practices manage large volumes of jobs more efficiently.
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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