1151 results found
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Practice Manager: JOB COSTS & MILESTONES - option to add or remove when copying a job
Currently when copying a job then the costs and milestones are automatically copied as well. It would be great to be given the option to copy these or not. Most of the time we do not want to copy these specifically the costs
21 votes -
AU Tax - Ability to set up alerts / notifications for tax returns
Ability to have alert when action is required for a tax return
Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.
21 votesHi everyone, thanks for your feedback on this idea. We appreciate you sharing how important proactive notifications could be for managing tax returns efficiently. We've moved this to Gaining Support, which means the community team have reviewed the idea and it's now open for community support through votes and comments. This is a great opportunity for others to add their voice and share how this could help their workflow. Keep the feedback coming!
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Xero HQ - Ask history
To record details of queries sent from Xero Ask such as
- created date
- Who created
- date sent
- who sent it
- recipients that received the queryPurpose: This would be helpful when a client says they have not received a query
21 votesAppreciate wanting history for Xero Ask queries.
This was briefly looked into, however I do want to confirm that there are no plans for developing history for Xero Ask at this time.
We'll move the status of this idea back to submitted and continue to get a sense of the interest around this, here.
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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.
20 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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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.
20 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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XPM - Import Job Budgets
We'd like the ability to import job budgets at the time of importing new jobs. The budget field seems to be a standard field for jobs, so I see there would be no reason we can't add the budget at the same time of the import.
20 votes -
Permissions - Ability to remove users from cancelled or expired trial Xero subscriptions
Ability to remove team members from cancelled subscriptions or a trial which has expired whether setup by our practice or the client.
20 votesHi team, we appreciate the interest from users in this idea and while this isn't something we have immediate plans for at this stage we are continuing to watch interest in this closely and will share if there are any updates. Thanks
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Practice Manager | Clients - Add columns
Allow users to add columns for Partner, Manager, Client Group, Xero file type and subscription owner.
We have staff that work for a particular Partner's clients. It would be great to be able to filter the client list by all of the above information so that they can be easily identified for updating new staff permissions.20 votes -
Xero Tax - Confirm the Foreign Income Tax Offset Calculation in Xero
Whilst this currently auto calculates, there is no calculation in Xero to confirm the return has the correct amount. This has to be checked manually, which can leave room for errors and requires extra work by users. It would be more efficient if the system could check this.
20 votes -
Xero Tax (AU) | Include Company PAYG instalment as part of the return
Currently this is required to be added as a worksheet. We would like to have this as a standard part of the return (like individuals)
20 votes -
Practice Manager - Keep user signed in when moving between the 'Clients' & 'Jobs' tabs
We are finding staff are regularly being logged out of XPM when they move between the 'Clients' tab & the 'Jobs' tab. When this happens it asks staff to log back in, but we are finding it is taking them to random different areas of XPM instead of back to where they were. i.e Setting up a new organisation page, in the middle of a client file etc. This appears to be a basic functionality issue that needs to be fixed.
20 votes -
XPM - Report on Fee from Refund Field
Enable reporting / export for the 'Fee from Refund' field under Tax under the Tax and Company section in clients.
The other fields in the ax and Company section are available in the Client & Contact Report Builder, however this field is overlooked. I understand that there is a 3rd party request to have this field included in the Client API.
20 votes -
XPM - Relationship option for 'Unitholders'
In XPM there is currently no option for Unitholders in the Relationships section. Currently need to use either Shareholders or Beneficiaries so that information flows into Group Structure charts that receive data from XPM, neither being ideal particularly when sending that chart to banks.
Request that a Unitholder option be added to the Rekationships.
20 votes -
AU Tax | Company Return - Pull Client ABN, ARBN Field
When doing a CTR for a client that has an ARBN. There is no ARBN field to enter this detail for our client.
Can you please create a ARBN field and for this to pull from the clients details onto the CTR - as per the attached screenshot of the CTR20 votes -
XPM: Report on new, archived and terminated clients
Ability to report on New & Archived/Terminated Clients with dates they were added/archived. Helpful for Practice Reporting & assessing promotion results etc.
20 votes -
AU Tax - Automatically ticked cover letter checkbox
To have the ability for the Cover Letter box ticked permanently when preparing tax return and activity statements
20 votes -
Practice Manager | Client - Add Non Active to Return Type
Ability to add "Non Active" into return type when setting up clients in XPM for entities who are on our tax agency list but do not have to file a tax return.
20 votes -
Document pack - History of reminders sent in Tax
Document Packs when resent do not update the "History" in Xero Tax. This means that the most recent reminder in Xero Tax can actually be much more older than that from the Xero Document Pack
Would be good to see the history in Xero tax use the dates from the reminders sent in the document pack instead of having to leave Xero tax to find out.
20 votes -
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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Clients - Ability to merge contacts
Ability to merge contacts
19 votesGreat to be getting all this detail on small changes that would make a big difference for you managing clients in your practice.
We'll continue to track the support this idea receives and I'll let you know if there are any updates planned.
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