143 results found
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Client list - Manager column
Under the 'client' page, we really need more column options. The 13 options that are available aren't all that helpful. Why can't we have a column for address, partner, manager, group?
Struggling to see how industry classification would be helpful when searching for clients...81 votesThanks so much for sharing this idea. We’re seeing that this suggestion is gaining support from other partners in the community, which helps us understand its overall importance. While we can’t promise any changes or share timelines, ideas that attract growing support are regularly reviewed by our product team when planning future improvements⭐.
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XPH | Client list - Match partial or similar name in search
When you search for a client with client name, old xpm it used to search for anyone with similar name, now it has to be exact eg John James Jones, if you searched John Jones, it would come up, now it won't and you have to type John James Jones for it to appear. If you type John it will come up but what happens when you have 50 Johns to scroll through??? Please fix.
106 votesThanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.
While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.
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Xero Tax (AU) | Include PAYG instalment for Trust Tax Returns
Please add a PAYG instalments section to Trust Tax Returns (TRT). This ensures that both the ATO and the client are provided with the correct tax payable per the tax return where there are no presently entitled beneficiaries.
34 votesHi everyone, thanks for the engagement so far. We understand why having PAYG instalments included directly within the Trust Tax Return calculation statement would help create a smoother tax preparation workflow.
The idea is to add a dedicated PAYG instalment field or calculation line within the Trust Tax Return, allowing tax professionals to track these amounts directly and reduce the need for manual adjustments.
We encourage the community to vote on this idea if you’d find this tax workflow improvement useful.
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Clients – Improve XPM client edit screen (whitespace & layout)
The new client information page has too much white space but the layout with the headings bigger and the line helping you to track from the heading to the actual data is OK. However when you click 'edit details' that all changes.
• the 'old' version only showed the headings and you could expand each heading to find the places you wanted to update. Much easier to scroll through.
• The new layout has too much white space, there is no clear difference between the headings and the titles – too much wasted time scrolling up and down trying to…
81 votesHi team, it’s been interesting to read through all the comments in this thread. We appreciate the ask and the detail you’ve shared around how these changes could make the client edit screen easier to work with when you’re moving quickly between clients.
This idea is now in Gaining Support, which me
This idea is now in Gaining Support, so it’s open for the wider community to add votes and comments. We’ll keep following the discussion as more perspectives are shared.
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Clients - Add Bare Trust Structure Option
We would like to request the addition of a "Bare Trust" business structure option within the Business Structure field on the main client page in Xero Partner Hub.
Currently, Bare Trusts must be classified under the broader "Trust" category, which makes it difficult to accurately identify and report on these entities separately. As a result, additional manual processes and workarounds are required to distinguish Bare Trusts for reporting, workflow management, and compliance purposes.
Introducing a dedicated "Bare Trust" structure would improve reporting accuracy, streamline internal workflows, and reduce the administrative time spent manually identifying these entities. This enhancement would assist…
23 votesHi everyone, thanks for the engagement here so far. We understand the request to have Bare Trust available as a business structure option when creating a new client, making it easier to accurately classify and manage these entities.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community.
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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
53 votesHi team, thanks for sharing this! We can see how resizable widgets would make the Partner Hub feel more tailored to each practice. Some teams might want a big view of their Alerts, while others prefer a compact Time Summary—being able to adjust widget sizes would make the dashboard feel more like your own workspace.
Currently, fixed-size widgets can make key information feel crowded or require extra clicks to see more rows of data.
We’ve moved this idea to Gaining Support so our product teams can understand the demand for a more flexible dashboard. We’d love to hear from you—which widgets would you most like to expand or resize?
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Jobs - Reduce whitespace
The new beta job creation doesn't do anything the old one didn't do, everything is just either bigger or surrounded by more white space so there's less information on screen at once. It feels great on a touchscreen on an iPad, but I would assume most users are on a desktop where the experience is now just worse.
73 votesThanks for your feedback on our updates to Jobs within the practice experiences beta. Our team are following and considering all feedback we receive through this forum very closely and I'll be sure to let you know if there are any updates.
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XPH | Homepage - Ability to Filter Jobs
It would be helpful to add additional filters to the jobs on the dashboard so that you could filter out certain job states and see true workflow for jobs that are due at that point in time.
43 votesAppreciate you letting us know how filters on the Jobs widget in the new XPH homepage would be useful.
We're keen to get a better idea of the number of users that'd also find this helpful. Feel free to share the link to this idea with other colleagues that'd find this useful too!
We'll share if there are any updates for you here.
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XPH - Ability to merge jobs
Ability to merge jobs rather than moving timesheets.
33 votesHi Sue, thanks for sharing this! A merge feature for jobs could make managing duplicates much easier and help keep your records accurate and up to date. It would ensure that notes, tasks, and time entries all stay in one place, giving you a clearer view of each job’s progress and profitability.
We’ve moved this along to Gaining Support so the product team can see how useful a merge tool could be.
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XPH - color-coding and distinct tab titles for Tax vs. Practice modules
Previously, the tab colours were green when in XPM and blue when in a tax return, which was a really helpful visual cue.
Now that all tabs are black/grey, it’s much harder to quickly distinguish between them, especially when working across multiple tabs and jumping between information and returns.
Would it be possible to reintroduce a different tab colour when in a tax return?
20 votesHi Gabby, thanks for sharing your thoughts. It's clear that when multiple tabs are open, it can be easy to lose track of which tab is the client tax return.
Adding clearer visual cues like colour-coding or more distinct tab titles could help you move between Tax and Practice areas more confidently.
I’ve moved this to Gaining Support so we can gauge the interest from the community.
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XPH - Multiple Master Admin
Multiple Master Admin
We need to have the option of multiple master admin! I am in a small practice and it makes it quite difficult to not have the few directors have then same access.
20 votesHi Jocelyn, appreciate the suggestion. Relying on a single Master Admin can create a bottleneck and adds risk if that person is unavailable. We understand that allowing multiple Master Admins would help share responsibility and improve continuity across the practice.
At the moment, Master Admin role is limited to one user. However, you can look into the Administrator role for the meantime. I’ve moved this to Gaining Support so we can track interest and share it with our product teams.
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Tax Manager - Suspended Returns ability to Save Filter
Suspended Returns Filter - so we can filter these and see as a whole which returns are suspended also showing the date suspended / reason etc. Saving this filter along with all filter options to be saved for future quick reference.
7 votesThanks for the feedback, Jo. It's good to hear how more filter and save options within Tax Manager would be useful for your practice.
We'll share if there are any plans made to enable this here.
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XPH | Jobs : Ability to move Job Costs (Disbursements) between jobs
In Xero, job costs entered under the Cost tab are locked to a job once created.
If a cost is allocated to the wrong job (wrong financial year, wrong client, duplicate job, or job later cancelled), users must currently reverse, delete, or manually re‑import the cost.This creates:
High admin overhead
Reconciliation issues between Xero and XPM
Increased risk of errors and missed costs
Frustration when compared to how easily timesheets can be movedThis issue occurs frequently in practice firms managing annual jobs, recurring subscriptions, and multi‑year work.
Ideally, maybe we can move them to the correct job as…
18 votesThanks for starting this conversation. When a cost is allocated to the wrong job, having to delete and recreate it can be time-consuming and can add extra steps to keep job costs accurate. An option to edit or move a cost between jobs would make this much simpler and reduce rework.
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 | Homepage - View if a clients bank feed has a connection issue
It would be useful to easily view and take action in client orgs where a bank feed has a connection issue.
11 votesIt’s clear that manually checking each client organisation to see if a bank feed has dropped out can take up valuable time.
We hear you that a central view or alert on the Practice Homepage would make it easier to spot connection issues across your client base and address them before they affect month-end work.
As mentioned, surfacing this in a homepage widget would reduce the need to check individual files and make it easier to stay on top of feed status.
I’ve added this to Gaining Support so we can track interest and share with our product team how this at-a-glance visibility could improve day-to-day practice management.
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Jobs - View jobs on the side of screen
Job Page Hogs entire screen
- I'd assume majority are not blind and old. Old interface is so much better.
- I still want to see my jobs on the side.
- Change it, it's embarrassing.
35 votesAppreciate the feedback, Arnie. Our product team are staying close to the feedback we're receiving about updates in Jobs. It'd be good to see if there are others in the new experience that feel the same way.
I'll let you know if we have any further enhancements around the layout for you here.
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XPH - Add My Jobs widget to the homepage
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.
18 votesHi Cherry, thanks for sharing this idea! It’s clear that not having “My Jobs” on the homepage adds extra clicks and makes it harder to keep on top of daily priorities.
As a workaround in the meantime, the Jobs table on the homepage does have filters — you can filter the jobs by Assigned to me as staff, Assigned to me as manager, or Assigned to me as partner to help focus on the tasks relevant to you. Still, we know a dedicated homepage widget would make this even smoother.
I’ve moved this to Gaining Support so we can track interest and see how many in the community would benefit. Your votes and comments help our product team understand the impact, so please keep them coming!
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XPH - Ability to customise banner colour
XPH colour - can we have something a little more lively then grey? Tax isn't all that exciting as it is and the grey instead of the green that it used to be (or even a nice blue) just feels a little torturous
15 votesThanks for your feedback, Gabrielle. This isn't something we have direct plans of changing atm, however it'll be good to get a feel of interest around from your idea here. We'll keep an eye out and share if there are any updates.
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XPH - Pin Client Search bar and Timer to screen edge for continuous visibility
Allow users to pin the Client Search bar and Timer on the Righthand side of the screen so they remain visible and accessible regardless of which screen the user is working on.
This should result in easier time tracking with the timer always visible and available.
4 votesThanks for raising this. We understand the request to make the Timer and Client Search bar persistent across the page, so they're available without needing to scroll back to the top.
I’ve updated this idea to Gaining Support so we can continue tracking community interest. If this is something you'd find useful, share how you’d like these controls positioned.
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Jobs - Navigate back to job when you cancel editing
When editing jobs if you click on cancel rather than save. It does not bring you back to the job you are editing, it brings you to the full jobs list. It should bring you back to that job.
6 votesThanks for your feedback, Karen. Can see the logic in being straight back to the job you were in rather than to the full jobs list.
While we'll get a wider sense of interest around this here , I'll be sure to update if there are any changes planned for this behaviour.
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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…
16 votesHi Kurt, thanks for taking the time to share your thoughts on the XPH dashboards.
The idea of making timesheets and productivity metrics more visually engaging is an interesting one. As you’ve pointed out, the way information is presented can influence behaviour — whether that’s encouraging more timely entries or helping people quickly understand how they’re tracking against capacity.
I’ve moved this idea into Gaining Support so we can track interest and keep the conversation together. If this is something you’d value in your practice, adding your vote or expanding on how you’d use it will help build the picture for our product teams.
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