49 results found
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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.
82 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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UK Tax | Partnership tax - SA801
Please add SA801 Property Income Pages to the Partnership Tax as we have a few partnerships with rental income.
7 votesHi all, thanks for sharing your feedback on this as an idea. Our team are currently working on developing SA801 Property Income pages within Xero Tax(UK). I'll be back to confirm once this available, here. 🙂
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Clients search - Business Name/Previous Entity Name Search Capability
Hi,
It would be nice if the software could search by a entity's registered business names or previously know entity names and it bring up the current company file.
We are able to add previous names or business names to the custom fields under a company's profile, but unless you know all the names by memory it can be hard to match up clients when you receive correspondence address to the business name and no ABN is mentioned.
Currently when this occurs we have to either search ABN lookup or ASIC register and trying to get relevant information we can…
17 votesHi community, thanks for sharing your interest through this idea. We recently announced the Xero Partner Hub at Xerocon. It encompasses many improvements for our partners to be able to move more efficiently and serve clients. One of the changes that accommodates part of the idea here is that you'll be able to search the Client list by a clients organisation name, or legal/trading name as mentioned on this related idea.
We appreciate there may be some practices using custom fields for this data and we want to be open that custom fields will not be searchable from the Client list. We have another idea for searching custom fields that you can join and follow for updates. You can find out more about Xero Partner Hub from our website.
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XPM - Place of Birth field
Place of birth, like Director ID, is a field that is important for any individual clients who are company officeholders. Rather than having to keep this record in an external software, ideally we would have all the information about a client in one place, and as such, would appreciate a "PLACE OF BIRTH" field somewhere in the client record to facilitate this.
16 votesHi team, Xero Partner Hub was recently announced at Xerocon and will bring with it a whole heap of great changes we know our partners have been wanting to see. When building this, our team paid great attention to what our partners had been asking for in Product ideas and I'm pleased to share that within the new client experiences there will be a new field for Place of Birth on a Clients record. 😊 We appreciate your support through the product idea forums and will keep you updated as this rolls out. In the meantime find out more about the Xero Partner Hub on our website.
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XPM - Client WIP view
When reviewing WIP for a client you can't see the title of each job without clicking in to it. Could we please make the job column wider so we can see what the job is without opening it.
17 votesThanks for sharing with us here in Product Ideas, everyone.
We're working on modernising the client record user interface(UI) and your idea here is being worked into this change.
We'll first be making this available to our UK practices, with the aim of eventually expanding this to all regions. I'll be back to confirm as this starts to roll and give more detail of the change.
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XPM - Ability to "Go to Xero" from XPM search
When XPM search finds a client, you can click the arrow > to the right of a result to view the client's name, basic contact details, enter time, etc. For clients that have a linked Xero file, it would be great to be able to click "Go to Xero" from here as well.
1 voteHey Chris, thanks for raising this Idea and we are excited to say that with the new PartnerHub release you will be able to click the Go to Xero option as XPM and XHQ come together in a new platform. You can find out more about the upcoming release here.
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Edit Link - Not Delete Right Away
Whenever a link is attached in Xero Workpapers, and that link changes or gets deleted, there should be an option to simply edit or replace the existing link — instead of having to delete it and add a new one each time. The current process causes unnecessary delays when preparing workpapers.
1 voteHi team, I’ve got some updates on the Edit Link - Not Delete Right Away feature for Xero Workpapers. This is a confirmed feature for the new Xero Workpapers solution and is currently in development as part of the new Workpapers solution being developed in partnership with BGL and in the upcoming roadmap. The goal is to address a major workflow pain point that was raised directly from customer feedback. The plan is for a phased rollout, starting with Australia in FY26, Updates on the release will be shared through the Xero blog as we get closer to launch. This feature is part of a broader set of improvements focused on enhancing review, collaboration, and compliance within the new platform. ⭐
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Xero Workpapers - Link to Prior Year (Archived) Workpaper Pack
A quick link from this years (active) workpaper pack to last years (archived) workpaper pack for this client would be so useful and save so much time. Accessing prior year (archived) workpapers is such a 🥴 workflow at present.
Ideally this would be available on the Workpapers page (where you can see all workpapers) and take you to the same for last year, and it would be available on every individual workpaper page (and take you to that same page for last year).
14 votesHi team, we've been listening to your feedback and understand just how important it is to have an efficient workflow when preparing workpapers.
As you may have heard, we've been working on a brand new Workpapers solution. This is a complete overhaul of our Workpapers offering, and we're thrilled to confirm that linking to the prior year's archived workpaper pack is on the roadmap.
The new solution will include direct and seamless navigation between years, providing a link from the current year's workpaper pack to the previous year's archived pack for the same client. This'll save you significant time, making your compliance and review workflows much smoother. We're phasing the rollout, starting with Australia, with a global expansion to follow. I'll keep you updated here as this release widens.
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XPM - Edit Client Page Layout
Could we please get the ability to add columns to the client page in XPM? The ability to search or find at-a-glance the export code would save a lot of time.
14 votesGood news, team! We've had a close eye on all ideas around managing your practice in the forums here, and as you may have heard we have a new experience coming to all practices soon with the Xero Partner Hub 😊
Bringing client experiences together from Xero HQ and Practice Manager you'll soon have an improved client layout, where you can customise your client list columns to see the data that'll help you manage your clients efficiently.
Find more on what you'll get with the Xero Partner Hub through our website.
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Practice Manager | Clients - Ability to edit individual Date of birth
Currently you cannot edit the DOB in a client record in XPM for individual clients you can only edit if you export the database and re import it. For GDPR reasons it is important that we can delete DOB when a client leaves the practice. Please make this field so it can be deleted if required
1 voteHi Katrina, we appreciate the desire for being able to easily update your client data without the need to export. I'm pleased to share that this'll soon be enabled with the Xero Partner Hub which will incorporate this and many other improvements we know our partners have been asking.
You can get to know about the Xero Partner Hub on our website, where you can also register for early access. I'll keep you updated as this begins to roll out to partners. Thanks!
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Client Insights - P&L Data & Selection options
Hi,
For the Profit and Loss data (Revenue/ Expense/ Net Profit), should be an option to select last month as currently it's bringing up mid month data and comparing with full month information (ie. running the report 20th October and comparing with either full month Sep 2024 or full month October 2024. A lot of clients invoice end of month or after month end so adds little comparison value.
For Cash Balances, ability to select which bank accounts are displayed might be worth considering. Currently showing loans, which skews the information into negative.
AR & AP, ability to show %…
2 votesHi all, I am pleased to announce that you can now run insights as at the end of last calendar month. To find out more on this, please see the updated About client insights in practice tools support article. Thanks again, for sharing this feedback with us, here!
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XPM - Replace the fax number field with mobile phone number
There are client level fields for phone and fax numbers. We have not had a fax machine in the office for a number of years. and it would be more useful to have these fields nominated as landline and mobile numbers. Consideration would have to be given to how this meshes into FYIDocs and FuseSign as FuseSign has issues if the phone number field does not meet its defined parameters.
71 votesThanks for sharing the details that'll help you better manage clients in your practice. With the new clients experience within Xero Partner Hub you'll soon have new client fields including the ability to enter multiple email and phone numbers so you'll have a place to record client mobile along with other contact numbers.
Xero Partner hub will be rolling out to partners in early 2026. You can register your interest for early access on our website now. We'll return to update when this is rolled out.
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Xero Tax(NZ) - Losses carried forward
Losses carried forward have to be manually entered into XPM tax each year. It would be great if the information flowed through automatically from the tax return so that all we have to do is confirm it matches the IRD assessment. At a minimum it would be great if the losses to carry forward figure from 2023 automatically rolled forward to 2024 once it has been confirmed.
117 votesHi team, back to share an update as work progresses. 😊
Our team are in active development of 2025 (and future years) tax returns to provide pre-population of loss balances bought forward. We'll also provide warning on the return where data differs from that received from IR.
I'll loop back again as we roll this out, along with further details of the change. Thanks!
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Xero Workpapers - Actual Updates to the Product
I've been using Xero Workpapers now for 7 years. While I find it efficient and effective, there is certainly room for minor improvements.
Yet, despite this list of product ideas from users, it appears that Xero hasn't actually made any changes to this product in the entire time that I have used it. Of the 91 product ideas, only 5 have been marked as 'delivered', 3 of which are not specific to Xero Workpapers, 1 was pointing out a feature that has always been there and the last was resulting from the removal of the old xero reporting (not really…
8 votesHi community, we understand wanting to hear from us around improvements for workpapers and we have some good updates coming with our new Workpapers solution!
Some of the key enhancements you'll find in the new solution include; roll forward, direct ledger integration, granular user roles, and better collaboration tools. Once live to all we intend to continue iterating and adding enhancements to this new product.
We've started release to our Australian partners now, with plans to release to to all regions in the new year.
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Xero HQ - Sync custom fields with XPM
We are trying to move all client records to Xero away from a different software provider but we need custom fields that we have built in Xero Practice Manager to be synced with Xero HQ please. This way we will be able to filter our clients using the custom fields that we have created which will then match what we can do in the software that we are trying to move away from.
3 votesHi team, the Xero Partner Hub will be landing with partners from early 2026, and will get rid of the need to sync records. All client data and fields will be bought into a single location to help you seamlessly manage your practice! 🙂
You can find out more about this change on our website, and I'll be back to share more as this is released. Thank for engaging with us here.
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Workpapers - Ability to create confidential workpapers
Having the ability to create a separate set of work papers for the practice that is confidential and not visible to all users.
At the moment staff can see the practices private and confidential financial information.8 votesHi everyone, we're working on a new Workpapers solution which will build a foundation that can support more granular access controls in the future.
We have plans to enable the ability to restrict access to sensitive workpapers and documents, ensuring only the right people can view or edit them, and all actions will be auditable. We'll be rolling the new solution out in phases, and we'll keep you updated on the progress for permissions through this idea.
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XPM - Add an Account Manager column to the client list
Can we please customise client page on XPM to add a column for the Account Manager. We currently see the Client NAME, PH NUMBER, and ADDRESS. Can we please add Account Manager to the page?
It would cut out a lot time when processing morning mail or directing phone calls from clients as this would mean we don't have to open the client file to see who they belong to.21 votesThanks for letting us know the changes that'd improve your experience managing your practice on Xero. We recently announced Xero Partner Hub at Xerocon, which will deliver many improvements that our customers have been asking for. This includes the ability to customise columns shown on your Client lists, so you can see the most valuable information to help you manage your clients.
Get to know about the Xero Partner Hub on our website, and I'll be back to share as this experiences rolls out to partners.
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XPM - Add multiple email addresses for client
We need the ability to add multiple email addresses for a client. Not extra Contacts, but the main email address for a client. Currently you can only enter one email address, this is the address that tax payment letters (for example) are automatically sent to. However, some clients want these to go to more than one address. We have to keep a separate spread sheet and our Tax administrator needs to manually send tax payment letters to those clients.
Something similar to Xero Blue, where you can add an extra email address for invoices and statements to be sent to,…403 votesHi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.
As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.
One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊
We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…
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Xero HQ - Sync custom fields and client notes
Sync all data to Xero HQ.
We have been moved over to single client record and need notes and custom fields to be synced as well please.
This would prevent the need to manually update client records and prevent risk of out of date data.
Thank you.
5 votesAppreciate the need for succinct records, and we're pleased to share that this'll soon become a thing of the past with Xero Partner Hub - This'll combine your practice tools into one centralised experience. Meaning you have all client details in one place, no more need to update in HQ and Practice Manager 😊
If you're not across the announcement you can read up on our blog. I'll return to share as this rolls out to Partners.
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Workpapers | Profit and Loss Review - Commentary on Variances
Opportunity to provide explanations for significant changes in balances (specifically profit and loss items):
- It would be useful if the PNL review section of Xero Workpapers had an area to incorporate commentary on significant variances or that a balance is not material and therefore no further work on the balance has been performed.
- This would add value in that you won't have to upload separate documents for each profit and loss line item
6 votesHi everyone, we appreciate raising the ability to add commentary on variances in the Workpapers Profit and Loss review and recognise the value this feature would bring to the workflow. Coming soon to all partners will be our new Xero Workpapers, along with many enhancements our customers have requested, you'll be able to add notes to all accounts!
Rollout has just begun in Australia, with other regions to follow so I'll be sure to keep you updated when this is live to you all, here.
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