25 results found
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Client - Show subscription name
Can the xero subscription name be reinstated under the client. This was available before the upgrade, now under subscription heading we can only see who subscription managed by and last viewed. I understand there is the Go to Xero blue button at the top but the name of the subscription would be great.
15 votesSorry to hear the troubles you're running into here, Kirsty. The organisation name should now display under the subscription heading on the client details page. However, if this is not the case for your clients please raise a case with our Xero Support team via Xero Central and our specialists can investigate with you 1-1. Thanks!
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XPH Homepage - View full Time Sheet Entry
New Timesheet Entry - we prefer the old full page view of timesheets from the Dashboard Enter Time screen. You can't see the full page view with the timesheet notes now.
Also, the notes entry window should be shown at all times, not be click to open. People will forget to enter their timesheet notes if it is not viewable at all times (like I just did). The time popout box hides some other entry points - like editing staff client access, it shows behind the time box, and it wouldn't shut, I had to hit refresh to get rid…
15 votesHi Theresa
Thanks for raising your idea.
However, this idea doesn’t quite meet the criteria for a “good idea” because it includes a few different things at once:
- Several separate feature requests (full-page view, always-on notes, click-through navigation)
- Plus what looks like a potential bug or performance issue (the time popout covering parts of the screen and only clearing after a refresh)
To make sure everything gets looked after properly:
For the potential bug/performance issue:
The problem with the time popout blocking the screen and getting stuck sounds like a technical issue. It’s best to report this directly to Xero Support, so the team can investigate and fix it.
For the feature requests:
Your suggestions for a full-page timesheet view, always-visible notes, and improved click-through navigation are great improvements. To give each idea proper visibility and allow the community to vote on them, please submit each feature request as…
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XPH - Bring back cost labels
Bring back cost labels in XPM, these are usefull when adding costs to invoices. The data base field still exists, we can see our old data when adding costs to invoices. We just cant access and edit or add new labels. Give us access to it via the back end or developer tools or API.
6 votesThanks for taking the time to share this idea with us and explain how the cost label helped you distinguish between similar costs in Xero Practice Manager.
The cost label field was part of our legacy Suppliers functionality, which we sunsetted on 25 September 2024 as part of a wider clean-up of low‑usage features in XPM. As part of that work, the supplier options and the associated label field were removed from the Costs area.
Thanks for taking the time to share this idea with us and explain how the cost label helped you distinguish between similar costs in Xero Practice Manager.
In the meantime, a possible workaround is to build the extra detail you’d normally put in the label into either the Cost code or the Description (for example, appending a short suffix so you can still see the difference at a glance).
Thanks again for your feedback.
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XPH - Hyperlinks open in new tab
Hyperlinks constantly (but not consistently) open in a new tab. This is not a necessary feature as you can already manually open hyperlinks in new tabs. Being forced to constantly open new tabs clutters existing tabs, is inconvenient and time wasting when you have to juggle tasks.
3 votesSorry to hear the troubles you're running into with the hyperlinks in XPH. If some thing isn't working as you'd expect it to, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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Really hard to read and favourite reports "gone"
Scrap the changes - landing screen is hard to read - just glares and the mouse over shading is distracting. Jobs should be first or at somehow at the top like the old one. Favourite reports drop down should be reinstated not just as an after thought on the Practice tab. Rendering is clunky and boxes jump around before settling - ******* the eyes. Just feels like an amateur dev has been let loose and not really thought about how practices work! Not impressed with most of Xero's "improvements" to date - alot of neurodiverse and dyslexic people are really…
3 votesHi there, thank you for taking the time to explain how these changes are affecting you. It’s clear the new layout has had a noticeable impact on your workflow, particularly when it comes to accessibility and finding Favourite reports.
As your feedback touches on a few different areas, I’ve shared it as Feedback with our product and design teams so they can consider it as they continue to improve the experience. This includes your points around the ‘Jobs’ priority and the visibility of Favourite reports.
If there’s a single, specific idea you’d like the community to support, such as a particular way to improve access to Favourites, you’re very welcome to post that separately.
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Add authorised users to Xero Billing Account
Please add the function for Authorised Staff to add new Xero files to a billing account. Currently only the billing account owner can set up new Xero files and this is usually the business owner. It's not the best use of their time when you have capable Practice Management staff to do it.
1 voteHi Carole-Anne, it sounds like you’re looking to give other team members access to manage your practice subscription and billing details.
This is already supported in Xero through Billing Accounts permission, which allows additional users to view invoices, update payment details, and manage the subscription without sharing login access.
For more information, you can also refer to the relevant article in Xero Central.
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XPH - Unified client data sync across Jobs, Tax, and Billing modules
It would be good if each of your sections talked to each other and drew client data (name, address, year end etc) from one source instead of having to key it it. When I add a new job and select a client I am still having to rekey information in that is already stored elsewhere in xero.
2 votesHi Stephen, in Xero Practice Manager, client data is designed to sync across these areas, though the way this works can vary depending on the specific fields.
It would be best to reach out to our Xero Support team so they can take a closer look at your account setup and understand which fields aren’t syncing as expected. That will help us confirm whether this is expected behaviour or something that needs further investigation.
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Client still shows as needing to sign when they have signed. Then agent needs to click "sign". They should be having to click "file".
Client still shows as needing to "out to sign" when they have signed and returned BAS.
Same shows after refreshing or logging out and in again.
The agent option showing is to click "sign" (which would be on behalf of client instead of client)
Correct step should be the signed activity statement showing click "file".2 votesHi Michelle, thanks for sharing this feedback. It sounds like there may be some confusion around why documents remain in a “To Sign” status even after the client has signed.
In Xero Tax, both Tax Returns and Activity Statements require two steps before they can be lodged: the client’s signature and the agent’s declaration. After the client signs, the status stays as “To Sign” until the agent also completes their part.
When you click Sign as the agent, you’ll see a declaration statement. Selecting OK is what records your digital signature as the registered agent. Once both steps are completed, the document will move forward and be ready for filing.
You can find more detail in our support article on the return workflow.
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XPH - Ability to clear or reset drop-down and date fields to blank
Currently, once a value has been selected in a drop-down field (pre-existing fields - not custom as you can enter a blank line) or entered in a date field on a client record, it cannot be cleared or removed. A value must always remain, even if it was chosen in error or is no longer relevant.
This creates issues where incorrect or outdated values remain attached to client records, making fields harder to maintain over time.
It would be very helpful to allow users to either:
-- reset a drop-down or date field back to blank, or
-- remove an…
2 votesHi James, since we haven’t heard back for a little while, we’re going to move this idea to Feedback status for now.
As mentioned, to make sure we’re passing the right information along to our product teams, we need a bit more detail on where you're seeing this limitation:
- Are these custom fields you’ve created, or standard system fields (like a Job's "Planned Start Date")?
- Is there a specific drop-down menu where you’re currently unable to deselect a chosen option?
Knowing exactly where you're running into this will help us understand the scope of the request.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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Last entry in time-sheet drop down menu out of view
When using the time-sheet drop-down menu, the last item is often out of view, without the ability to scroll to it. Can this be fixed? This is an issue when there are many entries in day.
3 votesIt sounds like this appears to be a bug, where the interface isn’t scrolling as it should. The best way to get this fixed is to raise a case with our Support Team.
I’ve categorized your post as Feedback for now, but I recommend contacting Xero Support directly. They can investigate your specific browser settings and account to ensure this gets resolved by our engineering team.
Thanks for flagging this with us!
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XPH - Ensure "Exclude Archived Clients" filter works on Custom Fields report
Currently, when a client is archived, custom fields continue to show up in a customised report (even when "Exclude Archived Clients" is selected). Please ensure that when creating a report relating to custom fields, and selecting "Exclude archived clients", that the custom fields of archived clients don't show up in the report.
1 voteHi Sean, filtering out archived clients in custom reports is currently supported in Xero Practice Manager, including when using custom fields. You can apply filters such as [Client] Status exclude Archived within the Report Builder to limit results to active clients.
As this should already be available, it may come down to how the report is set up or how the filters are being applied. I’ve moved this to Feedback for now, and it’s best to reach out to Xero Support so the team can review your specific report configuration and help get it working as expected.
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Capacity Reducing
Enable different 'Capacity Reducing Jobs' by staff member for businesses with departments.
We have 3 capacity reducing jobs for our 3 divisions but the Capacity Tracking only allows capacity reduction against one job1 voteHi Carole-Anne, at the moment, we need a bit more information to clearly understand the workflow or feature being referred to with “Capacity Reducing.” This will help ensure we accurately capture the intent behind the suggestion and route it correctly.
For now, the best next step is to reach out to Xero Support so they can explore this with you in more detail. .
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Integration of emails to a platform for bulk delivering of ideas and specials to customers
Integration of emails addresses to Mailchimp or similar platform. We currently have Mailchimp as our email platform to bulk send updates and specials to our customers. we have to physically enter the new clients email into Mailchimp and often forget, this leaves us without an updated communication list. Does anyone have experience with a platform that automatically sends email address into mailchimp or a simlar app that works well with Xero so that it is easier and more efficient. Please give me some feedback I am new to this.
Thank you1 voteHi Michelle, thanks for sharing this suggestion.
It sounds like you’re looking for a way to connect client data with a marketing platform so you can manage bulk communications and promotions more efficiently.
Xero Practice Manager provides an open API, which allows external platforms to build integrations and sync data with XPM. In most cases, the development of these connections starts with the third-party software you’d like to use, so it’s best to reach out to their support or product team to let them know there’s interest in an integration.
Because this relies on an external integration, I’ve moved this to Feedback. You may also want to post this in Xero Developer Ideas so our API team and third-party developers can see demand for this type of marketing connection.
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Feedback on Partner HUB
When I go to TRY to enter my timesheets, it does not always take me to the timesheet area. Must be a bug in the system.
1 voteHi Anthony, thanks for letting us know about this.
Since this seems to be a technical issue rather than a feature request, I’ve moved it to Feedback. I also recommend reaching out to the Xero Support team so they can look into your account and help get this resolved.
In the meantime, you can still enter time using two other methods in Xero Practice Manager:
- Time Summary Widget: Use the Enter time button right from your dashboard.
- Timesheets Screen: Click View Timesheet from the dashboard to open the full timesheet entry screen.
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place of birth
XPM - Place of birth field is duplicated on the client page.
1 voteHi Sally, thanks for getting in touch! It sounds like you’re trying to manage the "Place of Birth" field in a client record.
In Xero Practice Manager, there’s already a default Place of Birth field, so if you’re seeing duplicates or unexpected behaviour, the best next step is to reach out to Xero Support. They can check your record directly and help resolve the issue.
I’ve moved this to Feedback for now while you connect with the support team.
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XPH - Partner and Manager Details Not Saving
When adding a new client, or updating existing clients, the Partner and Manager details do not save so you need to go back in and do it again 2-3 times.
1 voteHi Lauren, this does sound more like a issue where something isn't working as it should. If not already please raise a case with our Xero Support team through Xero Central and we can dig into this a bit deeper to escalate with our product team if needed.
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Adhoc Jobs are not showing under clients, Client information
An adhoc job for a client is not showing under jobs for a client on the Client Information screen. They do show under the WIP
2 votesSorry to hear the troubles you're running into here. If you're experiencing performance issues, or some thing isn't working as you'd expect it to, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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Error on Jobs reporting at top as none overdue on front page
Overdue jobs are reporting as zero in the summary at the top when things are actually overdue - all those in red were overdue when snip taken
1 voteHi Sarah, have checked in on your post here with our product team however this is sounding more like a bug and not working as expected.
These sort of things are best investigated with our Xero Support team - Could you please raise a case with them via Xero Central, They'll be able to get appropriate detail to escalate this with our product team. Thanks
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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 voteSorry to hear the troubles you're running into here, Andrea. If you're experiencing an issue with the hyperlink, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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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 there 👋, appreciate your feedback. It'd be good to better understand the settings you're referring to as there has been no change to this for Tax Manager - one of our product team are going to touch base to have a bit more of a chat about your Tax Manager feedback.
You can get a feel for what's in the pipeline for Tax Manager from our Xero central article.
We do request that each feature request be a separate post so that others can understand what they're adding their vote for and our product teams can get a clear understanding of the interest in each, and keep you updated of any development.
- Don't see your idea?