1029 results found
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XPH - Add field for Trustees IRD number in Trusts Additional Contact
Client Information - Trusts - Additional Contacts - as we now have to have all Trustees IRD numbers for Trust tax returns, would it be possible to please add a line for Trustees IRD numbers in addtional conatcts?
2 votesHey Lynette 🙂
Thanks for sharing this idea — I can see why having a field for Trustees’ IRD numbers under Additional Contacts would be helpful when preparing trust tax returns, especially now that all trustees’ IRD numbers are required.
We’re moving this idea to Gaining Support so we can better understand how many practices would benefit from this and the different workflows involved.
Now all that's needed is to share the Idea with your colleagues and friends so they can Vote and Comment!
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XPM - Allow staff to import job costs in XPM without admin access
Currently only administration level can import disbursements and such things. To give a staff member access would mean they also receive access to staff details and such things. Disbursements, especially bulk disbursements, is a task that is not and should not be done by upper management, to limiting access to them is problematic.
1 voteThanks for raising this with us Hannah! We have moved this Gaining Support and now it's up to you to share this with friends and colleagues so they can vote and comment on it. This is something Product is looking at so the more votes and comments the better they can assess the interest.
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XPH - Staff Permission Filter
Staff Permission Filter In XPM/HQ
A filter that allows admin user to be able to select a certain XPM permission and see which staff in the business have access to it.
Also, being able to update staff permission in bulk or by group/team
2 votesThanks for sharing this idea about staff permission filtering in Xero Practice tools, and letting us know the changes that matter most for you.
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 - Include Date of Death and additional contact fields in Report Builder
It's great that XPM now has standard fields for Date of Death, additional email addresses (on the client file) and additional physical addresses, however, we cannot run a report to show those fields.
5 votesYour idea is now live! Thank you for sharing your thoughts on how we can improve. To move forward, your suggestion needs community support—feel free to share it with your colleagues to gather more votes. Other Xero users can now also provide feedback and additional details in the comments section to help us understand the potential impact.
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XPM - End date column into Recurring jobs view
Add the end date column into Recurring jobs view so that you see the jobs that are not active and sort by that column. The job may have a current next date but it has actually been ended with an end date and you cannot tell from the main view without clicking into the job.
1 voteThanks for sharing your thoughts on adding an end date column to the Recurring Jobs view. We appreciate you explaining how this could help manage recurring jobs more efficiently.
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 Tax (AU) - Contact number toggle on tax return cover
Add toggle on tax return cover page at daytime contact number section for client phone number or agent phone number similar to postal address and banking details and have information from client manager auto filled for phone number and email address
2 votesThanks for sharing your idea, and letting us know the changes you'd like to see to the tax return cover page.
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/XHQ - Centralised user management for Apps/Add-ins.
We need a centralised user management solution for add-ins/apps. What is in place now is too unwieldy once you have more than a few clients. Apps are an important part of the Xero proposition and add tremendous value to the platform. The solution would allow clients and practices to manage users across Xero and the apps enrolled for, which would save significant amounts of time and be much more efficient than what is in place right now i.e. having to set-up users indivdually in each app.
1 voteHey Edward, thanks for raising this Idea with us, we appreciate the time taken to put this forward. We understand this change could be a time saver and we have moved this to Gaining Support 💃 We encourage you to share this with friends and colleagues so they can vote and comment and get this idea some traction wiht the Product team.
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Practice manager - Relationship flow between shareholders and beneficiary
Relationships: Adding the correct group structure while distributions still being able to flow to the right tax entity
We have a company called Sample Company Pty Ltd. The shares of that company are held by Share Company Pty Ltd on behalf of Beneficiary Trust. We should be able to put in that Share Company Pty Ltd is a shareholder of Sample Company Pty Ltd but that the distribution flows through to the ultimate shareholder Beneficiary Trust. Right now, we have to put that Sample Company Pty Ltd has a shareholder Beneficiary Trust which is not actually correct. Xero currently has…
1 voteThanks for sharing your idea with us. We appreciate you explaining how important accurate representation of complex shareholding structures 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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AU Tax - Pull client date of death into return
It would be useful for the client date of death field to automatically be pulled into the relevant tax return if field to save manual look up and entry when entering client tax returns.
8 votesWe appreciate that with date of death now available as a field on a client record that some users would like to see this automatically pull through to the relevant tax return.
While we don't have direct plans of this right now we're keen to get a sense of interest in this from our partners in community.
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Xero Tax (UK) - Option to change filings dates
Our understanding is that it should not be necessary to amend the year-end date at Companies House in order to file an accounting period that falls within −7/+7 days of the year end, as doing so would constitute an extension of the accounting period, which we would prefer to avoid.
At present, Xero does not support this scenario, nor does it offer an alternative recommended approach. It would therefore be helpful if Xero could address this limitation.
The only workaround we can see available is to change the year-end date to the 30th or 31st where it is not already…
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you highlighting the importance of having flexibility when filing within the acceptable Companies House range without amending the official year-end date.
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 - Booking calendar integration
Develop a booking calendar that integrates with our XPM client database. At the moment we have to run two different databases for the same information, to schedule bookings for clients with accountants/block out time for jobs.
1 voteThanks for sharing your idea. We appreciate you explaining how a booking calendar integration with XPM could streamline your practice workflows.
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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Generate workpapers for the Practice Entity - link Practice org. to 'client'
Currently the practice entity Xero blue file cannot be linked to a 'client' within the client list under the practice. This means users are unable to generate a workpaper pack for the practice.
Our Practices need to be compliant too, if we are unable to use workpapers within the system, we have to find another solution for our workpapers
There needs to be the ability to link the practice organisation to an entity within the client list.
2 votesWe appreciate you highlighting the changes that are most important to you. Your idea has been reviewed and is now live for community voting. We encourage you to share the link with colleagues who might benefit so they can cast their vote as well. Other users can now also add comments to explain how this feature would enhance their Xero experience.
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Xero AU Tax - Audit report of deleted returns
We would like to have an option for a Tax Return that has been deleted off the system to effectively sit in a recycle bin before it is immediately deleted off. Would also like to suggest having the ability to see a report for any such returns that are deleted off to see who has done it and the date.
13 votesHi everyone, thank you for sharing this here. We've moved this idea to gain more support from the community as we can see there's quite a few votes. We want to get an understanding of other users that might want to see this feature implemented as well. In the meantime, please feel free to share this with your friends and colleagues so they can add their votes and comments too.
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Xero Tax (AU) - History report for client changes
To have a "history" tab on a client that would show when someone has made a change to something (an address, a phone number/client details) along with who would have archived a client on the system.
The history tab would be a great aspect for support hub team members so they can ask that person if there is an issue or to see a date and time that this has happened to then liase with the client.
11 votesThanks for sharing your thoughts on this idea for a history tab in Xero Tax. We appreciate you explaining how tracking changes to client details could support your team's workflow.
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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Classic Workpapers - Export workpapers to pdf in Bulk
Classic Workpapers - the Ability to export workpapers to pdf in Bulk. In preparation for the end of the classic workpaper, so that we can upload to our document management system for future reference and audit requirements.
6 votesThanks for your feedback on bulk PDF export for Classic Workpapers. We appreciate you letting us know the changes that matter most for you.
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 | Clients - Ability to collapse Relationships section
One thing that's particularly frustrating to me about the new UI is the non-collapsible view for relationships. We have clients that are part of big groups with lots of relationships, and it now looks very cluttered, and quite annoying when we have to scroll down.
Please restore the drop-down view (and change back to the smaller font too) 🙏
10 votesThanks for your feedback on the Relationships section in Xero Partner Hub, and letting us know the changes that matter most for you.
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 - Error message when client record fails to save
I've just spent too long going through the client record fields to figure out that the reason that the record wouldn't save was a duplicate client code. Before the update, XPM would pop up with something like "client code already in use" or "TFN not valid". Now, there's no message at all. Please restore the error messages!
Further, please restore the ability to update related client addresses all at once.
7 votesThanks for your feedback, Isabel - I have shared this onto our product team and will let you know if there are any updates around the error messaging for you here.
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Reporting - Build Custom reports with no data limitation
It would be great to be able to create our own reports using any datas available in the system and not be restricted to the pre-existing one : my need is to mix some information from the payables with information from the third party card but I cannot do that directly in the solution I need to export both and do it in excel.
5 votesHi Camille, thanks for sharing your idea, and letting us know the changes that matter most for you.
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 - Add 'Practice Information' to the Main Menu Bar
Currently, Practice Information (which contains key firm-wide settings, addresses, and details) appears to be missing a direct link in the main navigation menu (the left-hand sidebar).
Issue: Users must navigate through multiple menus or settings screens to find and update core firm details.
Request: Please add a clear, direct menu item for Practice Information to the main vertical menu bar for easy and immediate access.
Implementing these changes would be a significant quality-of-life improvement for all XPM users. Thank you for considering this feature request!
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you taking the time to highlight how important easy access to Practice Information is for managing your firm's settings and details.
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 - Update default balance date to March for New Zealand clients
Since the recent XPM update in Nov/Dec 2025, the balance date for new clients is now auto-populating as January. For the majority of New Zealand clients, the balance date is March, so defaulting to January is not practical.
If the balance date is going to be auto-populated, it should default to March rather than January to better reflect common NZ reporting periods.
17 votesWe appreciate you taking the time to share your ideas with us!
Your suggestion is now live on the community board. To give it the best chance of moving forward, be sure to spread the word to your colleagues so they can vote for it too.
Other users can also jump into the comments to share how this update would help them get the most out of Xero.
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