98 results found
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XPM - Restore “Archive” inside Client record for Standard users
Problem: Standard users can only archive clients from "All Clients" and "Groups", but can no longer archive from the actual Client record, even though Admin users can.
Impact: This is inconsistent and adds extra steps. Standard users need to leave the client, go back to a list or group, then archive. This wastes time and the feature already exists for Admins and used to exist prior to all these changes recently implemented.
Request: Add "Archive" back to the 3-dot menu on the Client record for Standard users, so archiving is available wherever client actions are shown.
25 votesHi team, pleased to share that this functionality has been reinstated and practice staff with Standard permission will now be able to archive a Client from the 3 dot menu in the top right of a Client record.🙂
Thank you for sharing on your needs and engaging with us here.
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Practice tools | Client lists - Hold saved filter even after switching tabs
In XPM have on the Clients tab the ability to save a filter and it does not reset when switching tabs. E.g. Client list using a filter that equals a "Partner", so the relevant Partner can see only their clients in the list. If this is difficult because of the multiple filters that may have been setup, then make it so the last filter used applies until you change the filter. It works on the Jobs tab where you can select a Partner filter which appears to be setup a different way. If you can get it to do the…
2 votesHi community, thanks for feeding back on this with is here. We appreciate how holding client list filters as you navigate and work in your practice is useful and have released an update so now saved filters persist across navigation and logins.
If you apply a saved filter, move away, and come back - it’ll still be there.😊
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Client - Make Balance date optional
Balance date used to not be mandatory. I usually left it blank.
Now, when I create a client.. Xero automatically puts 31 January in the Balance date field and I can't remove it.
Dumb as.
1 voteHey Sam, thanks to our valued users (such as yourself) bringing this to our attention so swiftly, we are happy to say that the Balance date now be blank by default. We appreciate the time taken to bring these Ideas to us and we are only able to make these changes because of our customers input.
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Client list - Search for a client using IRD number
Reintroduce the ability to search for a client using an IRD number in XPM as this has been removed with recent Xero updates
10 votesHi team, with a recent update our team have implemented you can now search a Client from the list by their IRD number if saved on their Client record.
We appreciate hearing the use of this search option to you.
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Client - Dates changing
Dates are changing to 1 Jan 1970 - I'm not sure if it's overridden other data or note, but it won't update.
1 voteHiya Glennis, happy to share that our product team jumped on this and have just released a fix. 😊
Blank date fields on a Client record will now remain blank, and those that were previously defaulting to '1 July 1970' will be reverted and show as blank too. Thank you for sharing with us about this. 🙏
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Workpapers - BGL functionality
Xero programmers please have a look at BGL workpapers its much better way they have putting it altogether. Xero workpapers just tinkers around the edges when comes to do the work papers.
2 votesHey Chris we have great news 🤩!!! The new Xero Workpapers, powered by BGL, are now available to Australian partners and will soon be available in other regions. The solution focuses on integration, automation, and improved user experience, with a clear roadmap for transition and ongoing support. Stay tuned to the Xero blog and partner communications for the latest updates as the rollout continues.
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Clients - Ability to amend client details in Tax tab
We are unable to edit and save any details in the clients' Tax Tab in new beta XPM. We need to be able to do this ASAP.
1 voteHi Katie, thanks for raising this with us in the practice experience beta forum. Our team have been working quickly to resolve issue and I'm pleased to share that this should be fixed so you can now edit and save details in the clients Tax tab. 🙂
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Clients - Edit bank account details
Need to be able to edit client bank account details. Receiveing an error when editing or trying to remove them from the client record is prone to causing mistakes in returns.
1 voteThanks for your feedback and raising this with us here, Tina. I want to confirm that our product team have now made a change to resolve the issue with errors practice experience beta users were receiving when trying to edit client bank account details. You should find these working for you properly now. 🙂
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Clients - See tax returns by group
Previously when you looked at a client Group you could see all the associated tax returns with the whole group.
This is useful for review and billing, and understanding the status of the group.
Would love to see it back1 voteHi Sarah, please to update you that the team have now released a change and now you'll be able to view tax returns at the group level 😊Again, thanks for engaging with us about this here.
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Client - Link to Additional Contacts information
Ability to click on the "Additional contacts" name on the client file to go to that contacts information
3 votesHi team, thanks for engaging and sharing the use of the direct link to Contacts here.
We've released a few recent changes that encompasses the request here. You'll now find a quick link within the Client record to access linked contacts. 😊
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Client - Codes disappearing
Client Codes - Beware
We are finding client codes are disappearing on clients when updating a piece of information and saving. This is a big problem.
3 votesHi team, I wanted to return to confirm that we have released a fix for the issue that was causing client codes to not appear when adding or editing these in the client record. This field has been renamed 'Client reference code' and any changes that you make to this field will be reflected properly. Thanks
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Relationships - beneficiary relationships between trusts and companies or SMSFs are showing an error message
Relationships - beneficiary relationships between trusts and companies or SMSFs are showing an error message "relationship type may be invalid". These are most certainly valid beneficiaries of a trust.
5 votesHi team, we appreciate your feedback on practice experiences beta. Our team have been paid close attention to the feedback we have been receiving on this to make improvements.
We have made a change to the message that appears so you are no longer blocked from being able to save client relationships. Thank you for engaging with us about this here.
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Clients – SuiteFiles Integration Update
Previously, when setting up a new client in XPM, the SuiteFiles add-on would automatically create the default folder structure for that client within SuiteFiles. This functionality appears to have been removed, and the folder structure must now be manually created in SuiteFiles prior to establishing the connection with XPM.
We would like to request the reinstatement of this feature to streamline the client onboarding process and maintain integration efficiency between XPM and SuiteFiles.
5 votesHi team, I'm please to share that there is now a new version of the SuiteFiles chrome extension which resolves the issues practices in the Xero Partner Hub beta were facing with the new Clients experience.
You may just need to update Chrome to ensure you're on the latest version 😊
Thanks again for your feedback and engaging on this here.
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Clients - Ability to add Middle Name when setting up a new client
New XPM Beta - I can see the First Name and Last Name Field when setting up a new individual client, but there is no Middle Name Field?
10 votesHi team, we'd like to share that 'Other' name field has now been added back to Clients in the practice experiences beta, where you'll be able to add the Middle name. Thank you for sharing on this with us, here.
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Client Billing Relationships
Client Billing relationships has stopped working/saving. This is urgent.
The following error is being received:-
A system error occurred and we failed to save the changes
Also, what staff permissions needs to be changed to allow staff to save these relationships?
4 votesHi team, I just wanted to round back here to confirm as you may have also heard through our Xero Support team the issue that was preventing you from being able to save client relationships has been resolved and you should find you are no longer receiving an error. Thanks
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Client Codes - Add or Edit
How do you add or edit client codes in Beta? Client codes show in the header but we can't see where they can be added or edited.
8 votesHi team, we've just released a change in the practice experiences beta and you'll now be able to add or edit this field, which has been renamed to 'Client reference code'. Thanks for your feedback and sharing about this here.
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Clients - Relationships saving wrong Start and End dates
Date entered for Directorship, say 15th of August 2025 - changes to 14th of August 2025.
7 votesHi team, pleased to share the issue with start and end dates for client relationships has been resolved. You should find that these now save with the correct dates. 😊Thank you again for the feedback, here.
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Clients - Keep all data entry on one page
With the beta, when entering client information, you need to click between different groupings, such as client, tax, business, etc. You also need to save between clicking on different pages - I am unable to get a full picture of the information I have entered in one shot and there is friction added to the data entry experience.
Current xero has these tabs, BUT they remain open when you click the next. Often, I am piecing together information as I go and jumping from top to bottom, or needing to make quick adjustments. This makes more sense and is more…
12 votesHi everyone, sorry we haven't rounded back on this one a little sooner. We have released an improved layout of the Client edit screen. So now you have the option to either scroll the page to the section you want, or can click to navigate to the section from the left side menu 😁
Thanks for your involvement and feeding back with us in the forum here.
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Clients - Enter dates with keyboard
Ability to enter dates via keyboard entry. Used to be able to enter 5, and it would be the fifth of the current month, current year. Even just the ability to enter the full date would be more productive than having to click through to the day, then month, then year.
12 votesThank you for your engagement with this idea for entering dates via a keyboard in the new practice experiences beta. Taking all feedback on board our team have been concentrating on making improvements and keyboard shortcuts are now available for all date fields, so you don't have to use the date picker. 😊
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Client | Contact - Fields for addressee and Salutation
New contact being added at client level should be able to add Addressee and Salutation as this is needed for all correspondence sent from XPM
19 votesHi everyone, thanks again for your engagement on the addressee and salutation fields here. It's been super valuable to our team as they keep making improvements in the roll out of Xero partner Hub and the unified client experience.
I'm happy to share they've made some recent updates to Contacts and added an option to add Salutation and addressee details when adding a new contact to a client. 😊
To edit these fields of an existing contact click on their name within the Client this'll direct you to the Contact where you can Edit.
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