932 results found
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Client - Address field integration and synchronization across related client entities
Address field enhancements
- copy button (similar to ABN copy button)
- intergration of addresses between clients, so that if client changes address you dont have to go into each related entity and update multiple addresses for many clients
5 votesAppreciate you raising this suggestion. Being able to update an address once and have it reflected across related clients or entities could make managing family groups and corporate structures much easier.
We’ve moved this to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share which client relationships or address fields you’d want to keep linked.
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XPH - Bulk update staff permissions and settings
I'd like to update staff charge out rates and access rights by team, rather than having to open each team member individually. With 90 team members, this is time-consuming and increases the risk of errors. I imagine many larger firms have the same problem.
Xero doesn't have a bulk update feature for staff charge out rates in Practice Manager or Xero Partner Hub. Each staff member's billable rate needs to be updated individually by going to Settings, then Staff, selecting the staff member, and updating their rate in the Financials & performance section.
Similarly, access rights and permissions need to…
6 votesHi Rhianan, thanks for raising this suggestion. Being able to select a group of staff and update their rates or permissions at the same time could make practice administration easier.
I’ve moved this idea to Gaining Support so we can continue gathering feedback. It would be useful to hear whether you’d prefer bulk updates based on role, team, level or another grouping.
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XPH | Jobs - include future recurring jobs on calendar
The current calendar in practice management under Jobs->Jobs manager->Important dates would only show jobs that are already created. However, for recurring jobs that's done routinely it doesn't show up in advance as they only generate on the planned task date. For example, if I do job A every Monday and it is something usually finishes on Monday too, and today is a Tuesday, then I don't get to see my next Monday's schedule ahead of time. For management and organisation purposes, we need to have these recurring tasks planned at a future date generated for the foreseeable future, which means…
12 votesHi everyone, thanks for the engagement on this idea. We can see how being able to view future recurring jobs on the calendar could make it easier to plan workloads and manage capacity.
Currently, recurring jobs only appear on the calendar once they've been generated. As a workaround, you can configure recurring job templates to generate further in advance, allowing upcoming jobs and their assigned tasks to appear earlier for planning purposes.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular planning timeframes or scheduling workflows this would support, we'd love to hear more about them.
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XPM - Increase visibility of group name on group screen
Since the recent XPM update in Nov/Dec 2025, the group name is less prominent on the 'group' screen, and does not stand out as clearly as it did previously.
The larger group name made it easier to identify which screen you were on, which is especially important now that many screens have a similar layout. Increasing the prominence or size of the group name again would improve clarity and usability.
33 votesHi and thanks for sharing this idea!
It’s great to get such specific detail on how the visibility of group names impacts your workflow, especially when navigating between multiple screens in XPM.
I have moved this into our Gaining Support category.
This means other members of the community can now vote on your suggestion, which helps our product teams gauge interest and prioritise future UI refinements. We’ll keep a close eye on this one to see how much traction it gets. Thanks for helping us improve the XPM experience!
Kind regards
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Clients - Default address to practice region e.g (AU)
The process for entering addresses for clients needs to be easier and more streamlined. It should default to Australia (the overwhelming majority of clients have Australian addresses). You should also be able to copy street address to postal address, rather than having to reenter the data.
38 votesHi Megan, thanks for your feedback on the new Partner Hub experience when entering client addresses. Your input is valuable to and appreciated. We have moved this idea to Gaining Support and the Product team will be looking over all the feedback from our customers/partners so they can get a better idea of the experience and functionality of the new platform. Thanks again for sharing this with us.
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Practice Manager (XPM) - Restore date and time details in Notes
XPM Notes - Restore date and time details.
With the new changes to notes in XPM it now shows an approximate timeframe ie- a month ago, 2 months ago.
It no longer shows an actual time stamp on the note to know when it was created or when it was edited...
We use the notes section to record ATO interactions and being able to give them an exact date is much more effective than to say about 2 months ago. Especially when they haven't met their requirements with solving issues.
34 votesThanks for taking the time to share your idea and what’s most important to you.
We’ve reviewed it, and it’s now open for the community to support. If this would help others in your team, feel free to share it so they can add their vote.
Community members can also comment to share how this idea could improve their experience with Xero.
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Practice Manager - Dropdown boxes should ALWAYS be searchable
One example.. editing Client details, there is a Title field, it is a dropdown box with heaps of options.
It should be possible to type something into the field to filter the results.
30 votesHi, thanks for sharing this idea, about how a Search on these drop-downs would speed things up for you.
We've reviewed your idea and now you can share it with any colleagues that this could benefit, so they can add their votes and comments to support it.
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XPM - Remove pop-up label when hovering over client name
Since the recent update in Nov/Dec 2025, hovering over a client name on the XPM group screen shows a pop-up label that repeats the client name.
This pop-up does not provide any additional information and often gets in the way while navigating the screen. Removing it would improve usability and reduce unnecessary on-screen clutter.
30 votesThanks for your feedback on the pop-up label when hovering over client names in XPM.
This idea has moved to Gaining support, which means our community team have reviewed it and it's open for community support through votes and comments. 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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NZ Tax - Show notes / comments on Returns screen
Please can we have a column for a “Comment” so that we can easily see when we go to file a tax return, if there is a comment there or not.
MYOB has a symbol which is empty if there is no comment and coloured in if there is, and it’s really helpful. It is also possible to add multiple notes (which you would see after clicking on the symbol).
This means you can read the comment(s) before attempting to file the return – which could be important if it has to be held temporarily for some reason.
It would…
6 votesAppreciate you sharing why seeing notes from the Returns screen would be helpful when reviewing returns before filing, Kathryn.
We'll start to get a sense of the wider interest in this here and I'll share if there's any progress.
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Client - Add more relationship options
We have a number of Trust who now have "Special Trust Advisors" appointed by Deeds. I would like to be able to add in Special Trust Advisors as a relationship in trusts.
It would be really useful to be able to customise the relationship options in all business categories
12 votesHi everyone, thanks for sharing this idea. We understand you’re looking for more flexibility in how relationships between contacts can be recorded within Xero Practice Manager.
The suggestion is to add more relationship options, such as identifying roles like beneficiaries or corporate trustees, so practices can better capture specific client structures.
We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of expanding relationship options.
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XPM - Order fields in the Clients tab
In the new Clients tab, to have the ability to customise where the details are showing in the Information tab.
For instance, the Referral source (which we do not use) is currently showing at the top of the screen, whereas the IRD Number which is needed have to scroll down to view.27 votesThanks for sharing your feedback on customising field order in the Clients tab. We appreciate you explaining how this could improve your daily workflows in XPM.
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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XPH - Freeze Menu Panes for easy navigation
Have the top 2 menu panes frozen at the top of the page so we aren't needing to scroll all the way back up from the bottom to access these options
6 votesThanks for taking the time to share this suggestion, Jacinta. We can appreciate how sticky navigation panes could make moving through XPH more efficient, particularly when working on longer pages or switching between different sections of a client record.
We've updated the status of this idea to Gaining Support so we can continue collecting community feedback.
Keep adding your votes and sharing your use cases. Hearing how this would support your workflow helps us build a better picture of the value this enhancement could bring.
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XPH | Homepage - 'Returns by month' line graph with prior year comparison
XPA - New dashboard is missing 'returns by month' line graph.
It was helpfull in that we could easily flick between tax years and see how this years line graph was in relation to the same time last year to get a feel on how our tax returns are progressing.I dont see this in the new dashboard.
Looks like we can remain on the old dasboard until 25th October. Could this date be extended out until the widgit is available on aworking on the new dashboard.3 votesThanks for taking the time to suggest this. A Returns by Month widget with prior-year comparisons could give practices a clearer view of lodgement trends directly from the new Xero Tax dashboard.
This would reduce the need to compare separate reports when reviewing how current return volumes measure up against previous years.
We’ve updated the status to Gaining Support so we can continue gathering community feedback. If this could improve your workflow, add your vote and let us know which features of the graph you’d most like to see.
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Clients - Warning when creating client record with same TFN as archived client
When creating a new client the duplicate TFN warning should also apply to Archived clients.
94 votesHi everyone, we appreciate how quickly this idea has picked up traction from the community here.
As you've likely heard through other communications we're in the midst of rolling out a unified Client experience as part of our wider Xero Partner Hub.
With the new Client experience you can now;
- Create a client without a TFN, as the Create Client flow has been updated to capture only the basic details
- The TFN can be added later by clicking Edit once the client is created.
- If you do try add a TFN that already exists on an archived client, an error message is displayed - you can get a view of what this looks like in my attachment
Thanks again for sharing with us here and I'll be back to confirm when this new experience is live to all practices.
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Xero Blue - Timekeeping AI app available
currently, recording timekeeping in XERO, and ticking off the steps in the activities is really disjoint. There should be a timer in XERO, not XPM, that can at least identify the client you are recording against, and you can then pick the activity and it record the time against it AND it give you the activity list so you can tick them off, and then forward the activity to the next person in the chain. it shoudl all be done within XERO, not XPM and XERO. thanks
4 votesThanks for sharing this idea. We understand that there is currently no way to time tasks from within Xero Blue and that you feel this would be a genuinely great addition. We’ve opened this idea for votes and comments. For now, we’d like to get a sense of the support for this from the community. If this would help your practice, please add your vote or leave a comment to share how you’d use it. Any updates will be posted here. ✨
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XPM - Ability to Archive tasks
Please allow tasks set up under Business - Settings - Tasks to be made inactive by master administrators so that they no longer show up in the list of available tasks to be added to jobs for team members.
We've had a number of tasks that we set up to track/monitor key items like jobkeeper or specific reporting periods that are no longer required/relevant.
While they have been removed from tasks within job templates, if a team member wants to add a task to a job/job template they need to scroll past many many tasks that no-one is using anymore…
7 votesThanks for sharing this idea. We understand you'd like the ability to archive unused tasks in Xero Practice Manager so they no longer appear when adding tasks to jobs or job templates, while still preserving historical records.
We've moved this idea to Gaining Support so we can better understand how many customers would find this helpful. If this would improve your workflow, please add your vote and share more detail in the comments about how you'd use it and the impact it has on your practice.
We review the ideas with the most support as we plan future improvements, and we’ll keep this idea updated here as it progresses 🙂
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XPH - Collapsible fields when editing client information
It would be great to bring back the collapsible custom fields in XPM when editing client details. This previously made it much easier to jump between headings. With the new tabbed layout, all custom fields now appear in one long list with no distinction between headings, which means a lot more scrolling to find the fields we need to update.
24 votesHi Hannah, thanks for sharing your thoughts on the business structure view in Xero Practice Hub. It’s helpful to understand how important it is to see clearer client details at a glance when you’re managing groups of clients.
Your suggestion around having a more detailed business structure breakdown makes sense, especially as broader categories like Other can cover a mix of different client situations.
We’ve now moved this idea to Gaining Support, which means it’s open for the community to vote and add comments. This helps us understand what’s most valuable to you, and we’ll keep you posted as things progress. If others would find this useful too, feel free to share your thoughts.
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Xero Tax (AU) - PAYG Instalment Estimate Worksheet improvements
Could we get a PAYG Instalment worksheet please, with an option to tick if a client is a new entrant to the PAYG instalment system and a field where we can enter the expected lodgement date of the tax return. These fields can then drive the PAYG instalment estimate for the current financial year.
Currently Xero just estimates the instalments for the four quarters which isn't always correct. For example if we lodge a return in November and the client is entering the PAYG instalment system for the first time, there's no way to zero out the September quarter without…24 votes"Thank you for submitting your feedback and highlighting the improvements that are important to you. We have reviewed your suggestion, and it is open for community support.
To help your idea gain traction, we encourage you to share it with colleagues who would also benefit so they can cast their votes. Additionally, other members can leave comments to provide further context on how this change would enhance their experience with Xero."
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Add minor functionality adjustments to Tax Manager to retain functions that exist in old Tax Returns view
In the old Tax Returns view, I used to leave returns in 'Filed' until assessments were received, check the assessments, then tick the assessed returns and archive in a single bulk lot. All of this was achieved on a single page of the view.
In the new Tax Manager view, the assessments view has no tick boxes or functionality to archive returns, and the 'filed' view has no column or visibility on which returns have been assessed vs which are still pending. In addition, the 'filed' view defaults to 'all returns' including archived, rather than defaulting to 'filed' returns which…
3 votesThanks for sharing this idea, Jen. We understand the request for bulk archiving from the Notices of Assessment tab and an Assessment Status column. Having these options in Tax Manager could make it easier to manage completed returns without moving between different views.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and let us know which part of the post-filing process you’d find most useful.
Regarding your suggestions on Tax Manager default view, I've created a separate idea for this and added your vote there.
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Staff - Provide temporary access to Client
It'd be helpful in some cases to provide a Staff member temporary access to a Client.
There can be situations where a staff may only need access for a day or month and being able to set a timeframe for this and then access be removed would be helpful.22 votesHi team, this idea has been created off the back of this idea to get a good understanding of the interest in specifically providing temporary Client access to a staff member.
While this isn't somethign we have planned atm, our product team would like to get insight to consider in future planning. Thanks!
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