1004 results found
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Practice Manager - Allow spaces in Director ID fields for better readability
Allow space in Director's ID for easy reading.
18 votesThanks 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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Contacts - Suggestion to merge custom fields into standard Place of Birth field
Create a merge option for the new place of birth to merge existing Place of Birth custom field.
2 votesHi Victoria, thanks for sharing your idea and the changes you’d like to see.
Your idea is now with the community, and members can vote and comment to share how it could help improve their experience. Don’t forget to pass it along to anyone who might find it helpful 😊
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Client - Layout: Move name to centre of page
The Client Name used to be clear and in the centre of the page before the new update. Now, I forget which client I am in, and it is easy to get it mixed up with the Referral Source.
8 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to make changes to the layout of the client page 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 - Return to Group view after archiving a client
When you have a departing group, you have to now click on the group, select the entity, click on the 3 dots and select Archive.
This removes the entity from the group. You then have to start again and search the next entity from clients, and repeat the steps. as you cannot select back to take you back to the group.
In the old xero version. While in the client, you would select a drop down box while in the client and select archive. Then while still in the client, you could click on the Group and select the next…3 votesWe appreciate you submitting your idea and identifying key areas for improvement.
After a successful review, your proposal is now eligible for community backing. We encourage you to reach out to colleagues who might benefit from this feature so they can add their support.
Additionally, the community can provide further context in the comments on how this update would improve their workflow.
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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.18 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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Staff - Ability to request access to Clients from admin
It would be handy for a Staff member to be able to send a request to a Practice admin to access a Client when needed.
14 votesHi community, we've started this request to gauge specific interest in enabling staff to request access to a Client within the unified experience.
Stemming from this original idea, this isn't something we have direct plans of at this time, but our product teams are staying close to the ground on what our practices would like to see developed and will consider this in future planning. 🙏
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Practice Manager (XPM) - Restore date and time details in Notes
XPM Notes - Restore date and time details.
With the new changes to notes in XPM it now shows an approximate timeframe ie- a month ago, 2 months ago.
It no longer shows an actual time stamp on the note to know when it was created or when it was edited...
We use the notes section to record ATO interactions and being able to give them an exact date is much more effective than to say about 2 months ago. Especially when they haven't met their requirements with solving issues.
33 votesThanks for taking the time to share your idea and what’s most important to you.
We’ve reviewed it, and it’s now open for the community to support. If this would help others in your team, feel free to share it so they can add their vote.
Community members can also comment to share how this idea could improve their experience with Xero.
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XPM - Automatically Retrieve from ATO (Activity Statement) less clicks
Previously, checkbox options were all visible, without clicking.
Now I have to click and see the options (extra clicks, I don't want extra clicks).
Previously, I could click Opt Out and it would opt out... now I have to uncheck 3 x boxes (extra clicks, I don't want extra clicks). If I wanted to opt in, I could uncheck Opt Out and it would opt in... now I have to check 3 x boxes (extra clicks, I don't want extra clicks).
What is it about making the product more efficient, not less efficient, do you not understand?
1 voteThanks for sharing your feedback on the ATO Activity Statement settings.
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 Manager - Dropdown boxes should ALWAYS be searchable
One example.. editing Client details, there is a Title field, it is a dropdown box with heaps of options.
It should be possible to type something into the field to filter the results.
26 votesHi, thanks for sharing this idea, about how a Search on these drop-downs would speed things up for you.
We've reviewed your idea and now you can share it with any colleagues that this could benefit, so they can add their votes and comments to support it.
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UK Tax | Company - Allow change of CT600 date
Xero Tax pulls in the dates for the accounts from Companies House and assumes that the dates for the tax return will be the same. This might not always be the case - my example is due to the leap year causing problems
I filed returns to Companies House and HMRC to include 29 Feb as the guidance suggested using my previous software. This was all accepted fine but now I am unable to file a CT600 using Xero tax because Companies House have the year starting on 29 Feb but HMRC have it on 1 Mar.
There is no…
2 votesThanks for sharing this and explaining the situation you encountered. We appreciate you highlighting how important it is to have flexibility when filing dates don't align between Companies House and HMRC, particularly in leap year scenarios.
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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Report - Yet to be started GST Returns
There is currently no option in XPM to build a report that shows the GST returns that have not been created yet. Whilst this is possible using the [Client] Tax Return Status field for Financial year end returns, it is not possible for GST returns.
For practices needing to file 100s of GST returns for various clients each month. Having the ability to see, for a given period, whether any GST filings were missed would be extremely helpful.
6 votesHi David, we appreciate your idea about GST return tracking in XPM. Being able to create a custom report to view GST returns that haven’t been done yet would be really helpful, especially for practices managing high volumes of returns.
We’ve moved this idea to Gaining Support, so it’s now open for votes and comments. The more feedback and use cases shared here, the better our product team can understand how valuable this would be.
We’d love to hear how others currently manage GST return tracking and whether this report would support your workflow. Thanks again for starting the conversation!
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XPH - Detailed business structure when viewing client group
Prior to the new XPM update, viewing a group provided a detailed breakdown of each client's business structure. The new layout simplifies this into broad categories (individual, company, trust, partnership, other), meaning you now have to click into each client to see the specific details. For example, 'other' represents a range of options such as departing client, on hold due to non-payment, or a non-client entity. This makes it harder to understand a client's status at a glance. Reintroducing the full business structure breakdown would significantly improve efficiency by allowing users to quickly interpret each client's status without needing additional…
10 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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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.
24 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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Xero Tax (AU) - PAYG Instalment Estimate Worksheet improvements
Could we get a PAYG Instalment worksheet please, with an option to tick if a client is a new entrant to the PAYG instalment system and a field where we can enter the expected lodgement date of the tax return. These fields can then drive the PAYG instalment estimate for the current financial year.
Currently Xero just estimates the instalments for the four quarters which isn't always correct. For example if we lodge a return in November and the client is entering the PAYG instalment system for the first time, there's no way to zero out the September quarter without…19 votes"Thank you for submitting your feedback and highlighting the improvements that are important to you. We have reviewed your suggestion, and it is open for community support.
To help your idea gain traction, we encourage you to share it with colleagues who would also benefit so they can cast their votes. Additionally, other members can leave comments to provide further context on how this change would enhance their experience with Xero."
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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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2 votes
Thank you for your interest in having multicurrency available on Xero’s Ledger plans.
We’ve carefully considered this idea as part of our ongoing product reviews. At this stage, enabling multicurrency for Ledger plans is not in our development pipeline, and there are no plans or timelines to introduce this feature for Ledger.
We appreciate your feedback and will continue to review our product roadmap based on customer needs and market demand. If the status of this idea changes in the future, we’ll be sure to provide an update.
Thank you again for your suggestion and for helping us shape the future of Xero. 🙂
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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.27 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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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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Practice Manager (XPH) - Increase date range limit for custom fields beyond 50 years
Ability to add a date greater than 50 years. We have a custom field for trust vesting date (typically up to 80 years after formation). Since the latest update we are unable to add date greater than 50 years.
3 votesThanks for sharing your idea and what matters most to you.
We’ve reviewed it and it’s now open for the community to support! If others in your team would find this useful, feel free to share it with them.
Members can also leave comments to add detail and explain how this idea could improve their experience with Xero 😊
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UK Tax - Create accounts without using Xero's Fixed Assets Module
We would like to be able to generate partnership and sole trader accounts in Xero without having to use Xero's fixed asset module. The fixed asset note generated in the accounts not is currently not fit for use without uploading all assets into the fixed asset module.
1 voteHi Victoria, thank you for sharing this idea with is. We understand that while the Fixed Assets module is a core part of Xero, many practices use specialized external software or custom spreadsheets to manage their asset registers. Currently, the UK Tax and Accounts Production workflow is designed to pull directly from the Xero Fixed Asset module to ensure data integrity, but we recognize that being "forced" into this workflow can create extra manual work for those using external tools.
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 using Xero Tax.
In the meantime, you may want to raise a…
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