932 results found
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XPH - Send emails and documents directly to Client Notes
Emailing and sending documents directly to XPM notes, not just jobs.
I think this could be valuable if subfolders could also be created.1 voteHi Jill, thanks for raising this. The request is for emails and attachments to be sent directly to the client notes in XPH. I’ve updated the status to Gaining Support so we can continue tracking interest.
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Clients - Allow adding notes to archived clients in XPH
It would be helpful if notes could be added after a client is archived in XPM. Sometimes the offboarding process can be ongoing. Currently this just shows an error.
1 voteThanks for bringing this to the community. Being able to update notes on an archived client without changing its status could make it easier to keep the client record complete.
I’ve updated the status to Gaining Support so we can continue tracking community interest. Add your vote and let us know how you’d like this to work in Xero Partner Hub.
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NZ Tax - Correct amount when provisional tax unpaid & provisional date has passed
If a client fails to pay the first installment of provisional tax why is it then added to the next installment and then P1 shows as nothing due. This is incorrect, the amount due at P1 is still the same (per the IRD), the debt at P1 has not moved to P2. What happens for client's who have RIT over $60k?
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XPM - Sync updated client information via Xero to the ATO Portal
It would be good if we could update client info changes such as change of address or bank account changes directly in Xero that would then update on the ATO Portal. Having used this in another accounting package, it is an extremely efficient process that make sure the client info is updated at both sites. Making these changes directly through the ATO portal gives no (or very little) audit trail.
23 votesHi Jo, thanks for sharing this great idea for improving practice efficiency. We understand how valuable a better audit trail and a more streamlined process would be for keeping client details up-to-date.
We've reviewed your suggestion to have client information updated in XPM, such as addresses or bank details, sync directly with the ATO Portal. This idea is now ready to gain support from other community members.
Along with votes, others can now comment to share how this direct integration would improve the workflow and data accuracy for their own practice. 🙂
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NZ Tax - Add Status to filter options
You can create filters in the Tax-Returns view but Status is not an option. While there are separate tabs in the view for Draft/Completed/Approved etc it would be more useful to be able to filter to see everything except Assessed in one place.
1 voteThanks for taking the time to share this idea.
We understand how useful it would be to have Status available as a filter in the Tax Returns view. We’ll move this idea to Gaining support so we can gauge interest from the Xero community and help our product team better understand the demand and potential value of this improvement. While this step doesn’t confirm that the feature will be developed, community votes and comments help us assess how broadly this would benefit users and how it fits with other priorities.
If this would improve your workflow, please continue to vote and comment. It would also be helpful to hear which statuses you would most like to filter by and how you currently manage this today. 🙂
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Xero Support: Include organisation name in Case notification emails.
Add Client Name within case email confirmations to assist with identification, currently we receive emails into a shared email address where anyone in our xero team could have raised a case for any client, the email we receive does not have the client name for quick identification so could this information please be added into the email text?
1 voteThanks for sharing this. I can see how including the client or organisation name in support email notifications would be helpful.
This isn't something we are currently working on, but we'll share it with the community to gauge interest. Be sure to share your idea with any colleagues who could benefit so they can add their vote!
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Clients - Export client data (eg phone numbers)
With the new layout the old reports - even the customisable ones do not have all these new fields that can be chosen and exported.
Eg there are now multiple phone fields which is great but I use this data to export to my phone system but now I cant.
5 votesHi Matthew, appreciate you sharing how the ability to export clients' information can supports your workflows, particularly when integrating with external systems like phone or CRM tools.
This idea has now moved to Gaining Support, which means it’s open for the community to vote and add comments. With the new layout, some of the fields available in the old reports, like multiple phone numbers — aren’t currently included in exports. Hearing how this affects your workflow, and what fields you’d find most useful, helps our product team understand the real-world impact and prioritise improvements.
We encourage anyone who would find this useful to add their votes and share how it could benefit their practice. Thanks for helping us make Xero even better.
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NZ Tax - Cross-Form Validation Check for NZ Taxable Income Figures
Box 29 of the IR10 should match the taxable income per the main income tax return (IR3, IR4, IR6, IR7, etc).
It would be helpful if when running an audit check on a tax return, XPM checks to see whether they match and notifies us when it does not match.
Thanks!
10 votesHi Caeden, thanks for sharing your idea about IR10 validation. It’s great to understand how automatically matching Box 29 with the main tax return could make audit workflows smoother.
The community team has reviewed this and moved it to Gaining support, so it’s now open for votes and comments. If you’d like to see this in action, sharing a bit more about how you’d use it in your practice could help others understand its value.
We’d also love to hear from anyone else with thoughts or experiences around this as it helps our team understand the impact. We’ll keep you updated as the idea develops.
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Clients - Tracking checkboxes/indicators for compliance tasks (Super, Wages, BAS, IAS)
Client List - Buttons to tick if Super Guarantee, Wages, BAS, IAS have been done for Month/Quarter. Helpful to keep track of To Do's & Done's. Also especially now for PayDaySuper.
1 voteThanks for sharing this suggestion. We understand the request for compliance task indicators for Super, Wages, BAS and IAS directly on the Client List. Having these visible at a glance could make it easier to track what’s been completed and what still needs attention.
We've updated this idea to Gaining Support so we can continue tracking community interest. Add your vote if this could help your practice and let us know which tasks you'd like to track.
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Practice tools | Client list - IRD Number visible
Would it be possible to have the IRD number visible on the front client page (as an option on the column dropdown)
4 votesThanks for your feedback on adding IRD numbers to the client list view. We appreciate you sharing how this could help streamline your workflows.
We're moving this idea to Gaining support, which means the community team have reviewed it and it's now open for votes and comments from the community. If this feature could benefit your practice, please vote and share how you'd use it. Your input helps us understand which improvements matter most to our accounting and bookkeeping community.
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XPH | Jobs - Make timer button available on all screens
The Calendar and Plus options are not visible in the Timer when viewing a single client in XPM. They are only visible on the full client list screen. This slows me down when completing timesheets as I have to change screens first.
1 voteThanks for highlighting this improvement. Keeping the Timer controls visible when viewing an individual client could reduce extra navigation when starting or adding time entries.
We've updated the status to Gaining Support. Add your vote and let us know how you'd like the Timer controls to work on the client screen.
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Clients - Summary of workpapers status within the client view
This isn't a workpapers-specific solution, but the ability to see the status of workpapers in the clients section of the PartnerHub could have great development opportunities. It would be very useful to give a quick snapshot of the client and if it was also available as a column in the global client view you could filtering by work completed/ in progress/ not yet received. Furthermore, giving developers access to the API for this field would also open up other opportunities.
5 votesHi team, we appreciate you sharing with us on how we could improve the use of new Workpapers and managing client for you here.
This is an idea we have close eyes on and will be sure to share any updates with you all here.
In the meantime, please remember to share the idea with any colleagues you feel could benefit from this to and they can votes and support on this here. Thanks
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Xero Tax (AU) - Automatically add the ABN from the client record to P5 of the individual tax return
Any taxpayer can only have one ABN.
Why does Xero leave P5 blank when it could put the ABN (which is already in the client record) into P5 for me?
If you're worried about there sometimes being an ABN in the client record but there being no business that year and it needing to be blank.. then make it work the same as when I rollover from a prior period - last year's fields are rolled over but I can delete them if need be.
Same thing here - when I create the tax return, either:
- roll-over from the…12 votesThanks for sharing your idea to automatically add the ABN to P5 when completing the ITR.
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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Client groups - Work in progress
When using client groups and clicking the Work in Progress Button, there is nothing showing when there is WIP in the group.
It appears the group name is not pushing through the WIP link to the filter properly.
7 votesHi Ben, while WIP should be appearing for all the clients in the group our product teams have found an issue for some users where this isn't loading correctly.
We have intentions to fix this however a couple of other items that they have attention on first, I'll share when work for this gets picked up. Thanks
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Report Templates - Add GST reports
It would be good if any report you can already run in Xero could be added to a report template - this would include GST reports (activity statement and GST reconciliation), payroll reports etc. That way instead of having to manually extract each of these reports for each client we can just do it in bulk through one report template.
30 votesThanks for sharing your idea to include GST reports in report templates.
We can see how this would be a real time-saver, especially when you’re building out report packs for clients or internal teams. There’s clearly a strong appetite for this feature, and we understand why. Being able to add GST reports directly into templates would simplify the process of creating complete, consistent report packs for any purpose.
This idea is now in the Gaining Support stage. That means it's open for voting and comments, and we’ll continue to monitor interest from the community. Your input helps inform how we prioritise future updates to Xero. We’ll keep you posted here with any developments.
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Xero Sign - client details added automatically
Xero sign in document packs - you currently need to manually input the client's details to add their signature for each document pack (for docs with no auto signing feature like tax returns).
It would be great if there was an option to simply select a client from XPM as all the details are already there (First name/Last name/Email)
5 votesHi everyone ✨ Thanks for sharing your feedback on this idea. We appreciate the time taken to do this and we would like to be completely transparent around this Idea. It is not in the immediate future planning however we have moved the Idea to Gaining Support. Your continued votes and comments help us understand the impact and prioritize improvements that matter most to you.
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XPM - Exported invoices client and contact details included automatically
When exporting invoices from XPM to Xero it should by default export the client name, address, email address and contact number.
Currently it only exports the client name and postal address, and contact name, email and phone number (but only if that contact is NOT a client in XPM and only if you select that contact when preparing the invoice - forget the contact and you are back at square one.).
If we have an individual as a client in XPM, and send this client an invoice: currently XPM will only export an email and phone number if we add…
7 votesThanks for the comprehensive and exhaustive idea around how contact and client details could be included when invoices are synched from XPM to Xero blue. As you may know there is a new platform (PartnerHub) which you may be aware of, and will be released fully in the near future. You may find that the issue is covered in the new experience. We will move this to Gaining Support so the community can get behind this add their votes and comments.
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AU Tax - Detailed breakdown of prefilled Allowances from STP data
I refer to
CX0018002998this https://productideas.xero.com/users/6251636716-christopher-le was wrongly merged to another idea.
I paste it again
When the label 2 of an ITR is prefilled, I want to be able to detail or write a breakdown of what that allowance amount consist of from the client's STP income statement. e.g.
- Laundry ###,
- Motor vehicle ###,
- Telephone ###at the moment the function just inputs the total allowance figure shown in prefill
2 votesHi Christopher, appreciate you sharing your thoughts on this. While STP prefill helps reduce manual entry, we understand there are times where additional detail is needed to complete the return.
Having a clearer breakdown of allowances within the tax return could help reduce manual work. We’ve updated the status to Gaining Support so we can track feedback and share interest with the product team.
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Xero Tax (UK) | MTD - Export report for Income tax
Making Tax Digital for Income Tax
It would be nice to be able to export a report in a suitable format for clients to approve prior to submission
10 votesThanks for sharing this idea about exporting reports for client approval before MTD Income Tax submissions.
We appreciate you highlighting how important this workflow is for your practice.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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XPM - Set date to run Aged Debtor Report
Ability to run an Aged Debtors Report of what debts clients owed us at a certain date in XPM. For example, we want to see what our clients owed us at 30/06/25, however the Standard Report (Aged Balance Report) can't be run to a certain date and if we create our own Report in Report Builder it removes clients from the report if they have paid since 01/07/25 and now owe nothing. We need these figures to do clients Financials and also for our own Practice reporting. We can run it in Xero Blue however we don't have the ability…
11 votesThanks for sharing your feedback with us!
We appreciate you taking the time to let us know what changes matter to you.
Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero.
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