11 results found
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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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Zeffy. As a non-profit we fundraise on Zeffy. Integration would be appreciated!
Our board of directors just received this:
Your Zeffy payouts now sync directly to QuickBooks. Every payout arrives broken down by campaign and fund, mapped to the accounts you choose.
Is Xero going to offer this any time in 2026? Integration of fundraising and mapping income by type would save time!1 voteThanks for sharing with us, Elizabeth. Appreciate there are m any different applications our customers find helpful in their flows of business and would love to see Xero develop with.
Requests for new integrations are best shared on our Xero Developer forums where we have experts that can keep you updated and you are likely to find others that would be interested in supporting your idea too.
I'd highly recommend starting an idea for this there - you're welcome to come back and copy and paste what you've shared here to save a little time. 🙂
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Can no longer see if the assesed tax return are the same or different to the filed return
There is a tab in the old XPM where you could see if the tax return assessments were the same of different. I can't locate this in the new layout and it is important to know if the IRD have assessed the return differently. It was nice to have a list rather than potentially clicking into each tax return. Has this feature moved? If so where to and if not is this feature coming?
1 voteHi Nicky, it sounds like you're referring to the new homepage in Xero Partner Hub.
We don't yet have the tax widget for NZ practices yet but this is in development - You can stay up to date on it's release from the idea here.
For now, you can simply change back to the old dashboard view by using the "Switch to old" button on the top right of the screen. Or, alternatively you can navigate there by selecting Tax > Statements > Notices.
If you need any help with this, please do get in touch with our specialists via Xero Central. Thanks
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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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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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