12 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...35 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.
57 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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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…
48 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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Xero Partner Hub - Retain Visibility of Blank Tax/IRD Number Field in Client view
If the IRD number is not populated then this field disappears from the information screen when viewing a client's details. Can the field please remain on the screen even if left empty.
10 votesHi Sue, we appreciate you suggesting that the Tax/IRD Number field remain visible, even when blank - it’s a helpful idea for tracking data completeness and maintaining consistency in client records.
We’ve moved your idea to Gaining Support, so it’s now open for the community to vote and comment. Our product team is keeping a close eye on feedback coming through related to Xero Partner Hub.
We’d love to hear more from you and other community members about how this change could improve your workflow or benefit your practice. Sharing specific examples will help the team understand the value of this idea.
Thanks for getting the conversation started!
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XPM - Suggestion for improvement: Simplify GST registration removal workflow
In the old XPM when removing a client’s GST registration you could delete the GST registration with one tick and save. In the new XPM when you untick ‘include GST information’, the GST information greys out and it lets you save but this does not remove the GST registration information. You have to clear the other fields first, then untick ‘include GST information’ and save. Why can’t you just untick ‘include GST information’ and it be removed from view on the client information screen? Or at least be given a warning that the change you’ve made isn’t correct when you…
5 votesHi there!
Thanks for sharing this detailed feedback about the GST workflow in XPM.
I can certainly see how the extra steps of clearing fields manually feel like a step backward from the previous experience, especially when you're managing multiple client updates.
Currently, the new XPM interface requires those fields to be emptied before the section can be fully "deactivated" from the client summary. If you find the information is still showing after you've unticked the box, it’s usually because those greyed-out fields still contain data that Xero is trying to preserve.
I’ve moved your post into Gaining Support under the title: XPM - Suggestion for improvement: Simplify GST registration removal workflow
By moving this here, other XPM users can vote on the idea, which helps our product teams prioritize making this workflow more intuitive—like adding a warning or an auto-clear function when the box is unticked.
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XPH - Automatically link and sync Individual Clients with the Contact list
All individual Clients created should automatically be added as a contact and that contact should by linked to the client record. If you change the client detail that "new" contact that is linked should be auto updated. (in short an individual customer/contact is not "duplicated"). If you send mails from a job you can then use that client automaticly as a contact and do not have to create a contact
4 votesHey Louis, thanks for bringing this up! Having client info in both the Partner Hub and your practice contacts gives you flexibility, but it would be even smoother if updates could flow automatically between them.
Right now, exporting your client list from the Hub and importing it into your practice contacts is a simple way to refresh records in bulk. It’s a handy way to keep everything up to date.
We’ve moved this idea to Gaining Support so the product team can see how helpful a more connected, unified experience would be for Partners.
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XPH – Add Client Activity Toolbar
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…
2 votesHi Rochelle, thanks for bringing this up. When you’re working across a large client list, having a clearer signal of what’s changing can make a big difference. A Client Activity Toolbar could give practices a quicker sense of where things are moving and where a nudge might be needed.
Rather than jumping in and out of individual part of XPH, this kind of view could help you prioritise what to focus on.
We’ve moved this idea to Gaining Support to see how much wider interest there is.
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XPM - Ability to select existing clients as additional contacts
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 votesHey Christopher — thanks for suggesting this! Making it easier to add additional contacts to client records in XPH would be a really handy improvement and could save a lot of time.
Right now, it’s done manually, but a smoother approach would make managing client info quicker and simpler.
I’ve moved this idea to Gaining Support so we can see how many in the community would find it useful.
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Xero Tax NZ - Company Annual Returns Date
The company annual returns field is showing December and January as options to select. Annual returns are only filed with the companies office from February to November so December and January should not appear in this list.
3 votesThank you for sharing your feedback about the selectable months for company annual returns in Xero Tax NZ. We appreciate you taking the time to raise this idea. We’re moving this suggestion to the “Gaining Support” stage to invite further feedback and votes from the community. This helps us understand the level of interest and impact as we continue to review ideas for future consideration.
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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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XPH - Automatically remove identical addresses on client profiles
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 voteHi Briony, appreciate your sharing here! We can see how removing the duplicate address would make client profiles feel simpler and more streamlined. When you’re managing a large number of clients, every bit of clarity on the screen helps you focus on what matters most.
Having the same address listed twice can make profiles feel cluttered and, occasionally, create confusion if one gets updated and the other doesn’t. A cleaner view that only shows unique information would make it easier to scan and manage client details.
We’ve moved this idea to Gaining Support so our product teams can see how valuable a more streamlined client profile would be.
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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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