237 results found
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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.
4 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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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.
4 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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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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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.
15 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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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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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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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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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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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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Practice tools - Improve client screen layout on mobile devices
Following the recent XPM updates in Nov/Dec 2025, the client screen does not display correctly when viewed on a mobile device. The page layout appears distorted and is difficult to read, making it hard to use in a mobile web browser.
Older XPM pages that have not been updated yet still display normally on mobile, so it would be helpful to improve the layout and usability of the updated client screen to ensure it is mobile-friendly for web access.
14 votesAppreciate your feedback on this and good to understand the different ways our partners are often viewing this information, Natascha.
Your feedback here has been shared back with our product team and I'll be sure to loop you in if there are any improvements planned for how the page responds when viewing from a mobile browser.
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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 - 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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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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Clients - Don't open a new tab when clicking on a job
Discontinue to automation of opening a new tab each time you click on a job
7 votesThanks for sharing your feedback on how jobs open in XPM. We appreciate you taking the time to let us know how this impacts your 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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Job Manager - Bulk Update suggested Notification Process
Incorrect Bulk Update and Suggested Notification Process
Example Scenario:
On Job Manager, a staff member accidentally selected all active jobs and changed their status from “In Progress” to “Completed” using the bulk update feature.
Impact:Over 150 jobs were marked as completed.
Workflow visibility was disrupted, and deadlines were missed because jobs disappeared from active lists.Root Cause:
Bulk update permissions were too broad.
No audit trail or alert triggered when job states changed.Recommended Controls:
Trigger Email Notifications for Job Status Changes/Setting up email alerts
Detecting incorrect bulk updates
Reverting changes quickly Options
Require confirmation before applying changes to…2 votesThanks for sharing this idea with us. We appreciate you outlining how safeguards around bulk updates could help teams manage workflows in XPM.
This idea is now in Gaining support status, meaning the community team have reviewed it and it's open for community support through votes and comments. We encourage others who'd find this helpful to add their votes and share their experiences.
In the meantime, it is worth noting that a custom job notification for job state change could be created in your XPM account if you haven't done so already.
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Invoice Branding - Ability to Set Payment Terms and Payment Methods at Contact Level
Overview:
Currently, in Xero, the branding theme determines the payment terms and payment method for invoices and bills. While this approach works for general branding purposes, it limits flexibility when managing diverse customer or supplier requirements.Problem Statement:
Many businesses have contacts with unique payment arrangements that do not align with a single branding theme. For example:Certain customers may require extended payment terms (e.g., 60 days) while others operate on shorter cycles (e.g., 30 days).
Suppliers may prefer specific payment methods (e.g., EFT, credit card) that differ from the default settings.Relying solely on branding themes for these settings…
1 voteHi Meehgan thanks for sharing this idea here. Appreciate having the need to have different payment terms for different contacts. While this is not an existing option in Xero, we are adding your idea to gaining support so that other members from the community are also able to add their comments and vote on this. :)
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Practice tools | Jobs - Update job state via quick time entry
In XPM when adding time through the clock, you can add the client, the job and the task that you are working on as well as add notes and mark as billable.
It would be really useful to have a drop down for the job state as well so that this could be updated once you have worked on the job. The ability for quick job state update already exists on the Jobs Overview table so would be good to have here as well from a workflow point of view
2 votesThanks for sharing your idea. We appreciate you explaining how adding a job state dropdown to the quick time entry interface could support your 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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Practice Manager - Allow spaces in Director ID fields for better readability
Allow space in Director's ID for easy reading.
12 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.
- Don't see your idea?