967 results found
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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…
1 voteHi 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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Xero Sign - Signature request log and timestamp history for accounts and tax returns
Can there be a log of when a signature request has been sent for signing the accounts and corporation tax return?
1 voteThanks for bringing this to the community, Samantha. We understand the main request is to have an audit trail for e-signature requests, rather than relying on individual document statuses or email records to track activity.
I’ve updated the status to Gaining Support so we can continue tracking community interest. What information would be most useful to have in a signature request history?
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AU Tax - Option to Sign & File from the To sign screen
It's so annoying, when I'm on the To sign screen, and someone has signed (Returned) a tax return (or multiple) I select it (or them) and have to click Sign, then I have to click To file and wait for the page to load, then I have to click File.
On the To sign screen there should be a Sign & File button, so that I can (if I want) select the Returned tax returns (once) and click Sign & File, the same warning screen before I "sign" can show, and when I click OK, it signs it AND submits…
1 voteAppreciate you bringing this to the community, Sam. Having a combined Sign & File action in the To sign screen could reduce the steps involved in lodging multiple completed returns.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and share your preferred workflow.
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Xero Sign free for Personal Tax Returns
Why is Xero Sign free for company accounts but not for personal tax? Xero state that this is because multiple people have to sign in multiple places on a personal tax return - which is not true in any case!
If a partner requires multiple documents signed in the one pack then of course Adobe Packs are a good way to facilitate this, but for one document signing it should be free as advertised!
Xero Tax is free for Xero Partners, which is fine as it isn't sophisticated or clever enough to be paid for right now. But to find…
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Xero Sign: Default to 'unpaginated' for e-devices, phones and tablets
At present Xero Sign defaults to a paginated view when the client is trying to sign off their documents, but this does not display properly on a phone or a tablet. The central area is blank and can't be scrolled. If the software defaulted to 'unpaginated' this solves the problem with mobile browsers - have tested on Apple and Android devices and clicking the 'unpaginate' link displays the document correctly.
2 votesHi everyone, thanks for sharing your feedback on this idea.
We understand the request to default Xero Sign documents to an unpaginated view on phones and tablets, which could make signing more straightforward on smaller screens. We’ve reviewed this idea and it’s now open for community support through votes and comments.
We encourage others who would benefit from this to add their votes and share their experiences, helping us understand the broader need. We’ll continue to monitor the feedback and update this thread as we learn more.
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NZ Tax - AIM return box overwrite
When preparing AIM returns in XPM it would be good if we could overwrite the boxes in "Other Balance Sheet Information", in particular box 54 & box 55. There is an issue presently when an asset is traded in and a new asset purchased on the same transaction in Xero, the AIM return in Xero Practice Manager incorrectly adds both the purchase and disposal values together as an addition. It would be great to correct this, and an overwrite function would be a great option.
1 voteThanks for raising this idea, Laurie! 👋
We appreciate you taking the time to share your feedback about being able to overwrite AIM return boxes 54 and 55 in Xero Practice Manager.
This is now open to others to vote, comment on, and share. We will post any updates here.
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AU Tax - Colour code signature status
Colour Code the status of the AS/Tax return to make it easier to quickly see as currently the screen is hard to see as it looks similar (for example returned green - out to sign orange etc etc)
2 votesHi Sheri, we understand the request to use colour coding for signature statuses in Xero Tax, so statuses such as Returned and Out To Sign can be identified more easily at a glance.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know which statuses you’d find most useful to colour code.
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AU Tax - Deductions for motor vehicle claims and depreciation against partner distributions
The ability to create depreciation and motor vehicle schedules against share of partnership (and some trust) distributions is critical. Cannot believe it isn't available.
1 voteThanks for highlighting this suggestion. We understand the request for partner-level motor vehicle and depreciation deductions to be reflected directly in the Partnership Tax Return.
We've updated the status to Gaining Support so we can continue tracking interest. If this could be useful, add your vote and share your thoughts.
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Jobs - Include Client Balance Date in recurring jobs report
Include the [Client] Balance Date field in a recurring jobs report in Xero Partner Manager.
When you want to report on certain recurring jobs it would be helpful to have the financial yearend (Balance Date) field available as the financial yearend determines when a lot of recurring jobs start and end.9 votesThanks for bringing this idea to the community. We understand the request to make the [Client] Balance Date field available when building recurring job reports.
I’ve updated this idea to Gaining Support so we can continue tracking interest. It would be helpful to hear how you’d use this information and whether there are any other client fields you’d find useful alongside recurring job details.
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Clients - Reports that show number of clients in a group
When I view the groups in the client tab, then manage groups, it shows the number of clients in each group, but I cannot export that information, or I cannot report on the Group number of clients data.
Seems that this isn't a big issue to create a new field to add to the Group report for number of clients in each group, because the data is there...
2 votesThanks for sharing this idea. We understand the request to include the number of clients per group in reports for exports. Having this information available could make it easier to review client allocation and prepare practice reports.
We’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share how you’d use the client count.
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XPH - Restrict Tax tab visibility based on client access permissions
Problem
Xero currently allows practices to restrict staff access to specific clients. Under the Clients section, staff members can only view the clients they have been granted access to.
However, when the same staff member clicks on the Tax tab, they can view the full list of client tax returns across the entire practice. This effectively bypasses the client access restrictions that have been configured and undermines the purpose of limiting staff visibility.
Why This Matters
Many firms use client access permissions to:
- Protect confidential client information
- Segregate duties among team members
- Ensure staff only work on their allocated client…
2 votesHi Aarush, thanks for raising this suggestion. We understand the request for Tax tab access to follow the client permissions assigned to each staff member. This could make it easier to manage access to sensitive tax information across practices with different teams and responsibilities.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could help your practice, add your vote and let us know how you'd expect the permissions to work.
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Practice Billing - One Billing invoice for all organisations
Hi, this single billing account for UK or global is very painful, why cant your practice account bill for all clients, seems ludicrous that i have to have 2 separate accounts to bill
1 voteThanks for sharing this idea. We understand why having one practice billing account and invoice for all your UK and Global/EUR clients would make managing your subscriptions simpler. ⭐
We'll start to get a gauge of the support for this from your idea, here. Feel free to share your idea with colleagues that'd also like to see this so they can add their support too.
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NZ Tax | Payments - Ability to sort clients by group
We generate Tax Payment reports by Group, so they can be checked in that order. This means the reviewer can get an overall picture of all the clients in a group.
When we go to approve and send the tax letters, the onscreen order is only by Client (not to mention in first name order which is another serious problem!)
You can filter by Taxable group but this only means you can select one group at a time to look at.
Please can Group also be shown onscreen so the entire Tax Payments list can be sorted into either Group…
9 votesAppreciate sharing detail on how this improvement would better your practices workflow, Kathryn.
We'll start to get a sense of the wider interest through your idea, and if there are any updates I'll be sure to share with you here. Thanks
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NZ Tax - Separate [Payment] Summary field into year and RIT fields
Currently when working on provisional tax letter reports, the [Payment] Summary field is a big sentence including the year the calculation is based on, and the RIT
(eg. 2025 RIT of 5,669.16 (from IRD Statement) + 10% uplift).Filtering by this field is therefore not possible.
It would be great if the year and RIT were separate fields...
We could then filter by year to find out which clients' calculations are based on last year, and which are based on the year before.
It would also be useful to be able to filter by RIT.
4 votesThanks for sharing, Kathryn. Appreciate how separating the information in this field would be useful to you.
This isn't something we have plans of just yet but well get an understanding of the interest here.
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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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AU Tax - Ability to print/download separate schedules/worksheets
Please enable download/print option for specific worksheets and schedules, so that they can become their own standalone document. Example, if I only want to view the rental schedule, have the ability to PDF just this part of the return. This would make the preparation of working paper documents much clearer, and support internal workflow processes. Ideally there would be a print/download button at the top of each schedule/worksheet for quick navigation.
2 votesThanks for raising this idea, Sarah. Being able to print or download a specific tax schedule as a standalone document could make managing working papers more straightforward.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. Add your vote and let us know which schedules or worksheets you’d find most useful.
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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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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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XPM - Xero to XPM Sync for Invoices
We need additional syncing for when invoices are completed so wash ups don't have to wait the 24 hrs to complete.
1 voteThanks for sharing this idea. We’re moving it to Gaining support so we can understand how broadly the community would benefit from more frequent syncing of completed Xero invoices into Xero Practice Manager, rather than waiting for the overnight sync.
If this would help your practice, please vote for the idea and add a comment describing your workflow or the impact of the delay. Community feedback will help us gauge interest and better understand the need.
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