237 results found
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Clients - Ability to set an email for a specific purpose
It would be useful to have settings to setup multiple emails on a clients record for different purposes. This would improve accuracy in communications and sending of documentation when managing clients.
93 votesWe're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.
It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!
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Practice tools | Clients - Show indicator for number of notes & tax returns
Following the XPM updates in November and December 2025, the Tax Returns and Notes tabs no longer indicate whether a client has any open tax returns or existing notes.
This indicator was previously used to quickly identify active items on a client without needing to open each tab, we are particularly missing the notes indicator.
As similar indicators are still shown for Jobs and Invoices, it would be helpful for consistency and usability if this functionality could be restored for the Tax Returns and Notes tabs as well.
47 votesHi everyone, thanks for your feedback on this. We appreciate you sharing how the number indicators for Tax Returns and Notes helped streamline your workflow 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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XPM - Suggestion to display contact phone numbers on the Client details screen
Following the XPM updates in November and December 2025, on the client screen in XPM, the contacts section no longer displays a contact’s mobile or phone number. Only the name and email address are visible, which means you must open each contact to check whether a phone number is recorded. Previously, having the phone number visible on the main screen made it much quicker to assess contact details at a glance.
Restoring the display of mobile and phone numbers in the contacts area would improve usability and avoid unnecessary extra clicks when a number is not listed.
34 votesHi Mireille,
Thank you for the detailed feedback regarding the recent XPM updates.
I’ve moved this into Gaining Support. I can definitely see how the removal of those phone number columns has added extra steps to your workflow. While the recent design updates aimed for a cleaner look, "at a glance" information is vital for busy practices.
A quick tip for now: If you need to see phone numbers across your client list without clicking into each one, you can customise your main list view:
- Go to Clients > All Clients.
- Click the Columns button on the right.
- Tick Phone and Mobile. This will surface those numbers in your main list view so you don't have to drill into each record.
I’ve updated the title to "XPM - Suggestion to display contact phone numbers on the Client details screen" to help other practice users who are feeling…
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Practice tools | Clients - Jobs & Invoices view 'Archived' in the main tab
Recent change in XPM has moved the old/archived jobs and invoices to a different tab. I prefer the old layout where you can see the current and old jobs all in one place/screen.
The archived or old jobs have been moved to a different tab which means you cannot see both open and closed jobs at the same time. We rely on this when preparing annual accounts and tax returns because we often review all invoices or jobs for a full financial year, we hardly ever are only looking at the open jobs or invoices. The issue is we can…
38 votesHi everyone, upon further deep diving into the discussion raised here we are going to re-open this idea. We appreciate how being able to see both active and archived Jobs within a Client is useful to some practices workflows. We will be sure to share if there are any plans made around this with you here. Thanks
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XPM - Allow editing existing contacts without requiring an email address
Since the recent XPM update in Nov/Dec 2025, it is no longer possible to edit an existing contact unless an email address is populated. An email address is now treated as a required field when editing, even if the contact previously existed without one.
Creating a new contact without an email address is still allowed, which makes this behaviour inconsistent. Being able to edit existing contacts without needing to add an email address would restore flexibility and better reflect real-world client contact records.
32 votesWe appreciate the time you took to share your feedback with us.
Your idea has been reviewed and is now open for community engagement. To help your suggestion gain momentum, consider sharing it with colleagues who feel the same way. We’re also inviting other members to add their insights in the comments regarding how this change would enhance their use of the platform.
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Xero AU Tax - Ability to prepare a future year tax return for a SMSF
We need the ability to prepare a future tax return for a SMSF as this is required to wind up a fund prior to year end. A trustee company can't be deregistered with the ASIC until a final tax return is lodged with the tax office so the time delay in preparing a future return impacts the client on annual company statements and costs associated with that as well.
The ability to prepare a future year return in Xero tax exists for other entity types but not SMSF's for some reason.
42 votesHi everyone thanks for sharing this idea, and letting us know the changes that matter most for you. Currently they are available at the start of the following income tax year. We've reviewed your idea and now it's up to the community to get behind and support it. You can share this with your friends and colleagues who also want to see this feature. We will continue monitoring this space for traction.
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Contacts - Suggestion for improvement: Display Pinned Notes on the contact information summary page
Pinned client notes should be shown on the client information page. Would help for things like a credit hold on a client. Warning
29 votesHi there,
I can see how having pinned notes visible on the main information page would be a huge help, especially for spotting critical warnings like credit holds without having to click through different tabs.
Currently, pinned notes are only visible when you are specifically viewing the Notes tab of a contact. As a workaround, many users add "!!!" or "HOLD" to the beginning of the Contact Name field so it is visible on every screen and summary page throughout Xero.
I’ve moved your suggestion into Gaining Support under the following title: Contacts - Suggestion for improvement: Display Pinned Notes on the contact information summary page
This will allow other members to vote on the request and help our product teams gauge the demand for this UI change.
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Clients - "Go to Xero" to open in another tab
On the client screen when you click on "Go to Xero" it should open in another tab not the not redirect the current browser page to Xero.
52 votesThanks for letting us know the changes that would make a difference for you when working with clients, Christopher.
Our product teams are monitoring feedback through the practice experiences beta closely and I'll be sure to let you know here if there are any improvements planned to enable opening in a new tab.
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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.
27 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.
28 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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Clients - Main entity star indicator in groups
Following the XPM updates in November and December 2025, the star indicator within client groups that identified the main entity has been removed.
This indicator was heavily relied on to quickly identify the primary entity within a group. Please reinstate the star or an equivalent visual marker so the main entity can be clearly identified at a glance.
Thanks
26 votesThanks for sharing your feedback on the main entity indicator in XPM groups.
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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Practice tools | Clients - Return to group view when navigating back from a client
Since the recent update in November/December 2025, when navigating back using the back arrow from a specific client, the system returns to the full client list rather than the client’s group.
It would be more helpful if the back arrow returned users to the relevant group view instead of the full client list.
25 votesThanks for your feedback and for letting us know what changes you’d like to see.
Your suggestion is open for community voting. Feel free to share the link with your team to help gather support!
Other users can now add comments to explain how this idea would help them get the most out of Xero.
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XPM - Show full client notes by default
Since the recent update in Nov/Dec 2025, client notes are collapsed when they exceed a few lines, which makes it too easy to miss important information. All the notes we add in XPM are all relevant, we don't want any to be hidden.
Previously, notes were fully visible by default. Restoring this behaviour would make critical information easier to see at a glance.
If notes must remain collapsible, an option to show the full note by default would be preferred. Alternatively, the “show more” prompt should be much more visually prominent so it is not overlooked.
Ideally, the collapsed view…
21 votesWe appreciate you speaking up and letting us know how we can improve.
Now that your suggestion has been reviewed, it’s officially open for community support. Feel free to spread the word to your team so they can jump in and vote!
Other members can also join the conversation in the comments to share how this idea would make their day-to-day work easier.
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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.
20 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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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.
20 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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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.18 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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Xero HQ - Filter staff list to active users only when assigning client access
Since the recent updates in Nov/Dec 2025, when adding staff access to Blue Xero clients in Xero HQ, the staff list now shows ALL staff members, including those who are inactive or no longer working. Previously, only active staff were displayed.
Having inactive and former staff appear in this list creates unnecessary clean-up work, as these users must be manually removed. Restricting the list to 'active staff only' would improve usability and reduce the risk of incorrect access being assigned.
19 votesThank you for sharing your feedback and highlighting the features that are most important to you.
Your suggestion has been reviewed and is now open for community voting. We encourage you to share the link with colleagues who might benefit from this change so they can add their support. In addition to voting, other members can now leave comments to explain how this improvement would enhance their Xero experience.
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XPH - Update the salutation from the additional contacts
In the old xero version, you could click on the contact and edit the salutation.
This option is no longer available.
The only way to update is to exit client, go back to clients, select contacts, search contact then edit details.
A lot of extra steps just to add or update a salutation after a contact has been created18 votesThanks for sharing your feedback on editing salutations within the contact view. We appreciate you explaining how this workflow impacts your day-to-day tasks in Xero Partner Hub.
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 - Audit Trail for jobs in XPM
When using Xero Practice Manager (XPM) for job management, it’s incredibly difficult to maintain visibility because there’s no audit trail or history log for key actions like:
- When a job was created or reassigned
- Who changed the job’s due date or status
- When a job’s responsibility moved from one team member to another
This lack of transparency makes it almost impossible to track accountability or performance accurately.
Why is this so important?
As a firm, we track job completion and lodgement performance, but without a history log, we can’t see whether a job was reassigned after the due date or…23 votesThanks for sharing your feedback on introducing audit trail functionality to XPM. We appreciate you explaining how important visibility and accountability are for managing teams and tracking job performance.
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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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.15 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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