966 results found
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Practice Manager | Permissions - Restriction access to change bank account details for client
Add restriction on changing bank account details for client (in XPM and tax return).
Given Optus and related fraud - > not all staff should have the ability to update bank account details on a client.
There should be the ability to restrict this so procedures - eg phone calls to verify etc - can be put in place.6 votes -
Xero Tax (UK) | Company Tax Return - option to change approval date
Please could we have the option to change the Corporation Tax Return approval date in the same way that the Accounts Approval date can be changed to reflect the actual date the client signed the accounts and tax return.
Or better still, we could just have one are to change the approval date and it would update both the accounts and corporation tax return
We have been embracing Xero Tax for all our company accounts and tax returns this year, to really identify what still needs to be addressed and provide that feedback before we abandon our existing software.
6 votes -
XPM - Separate set of state for different jobs
Improving XPM Workflow Capabilites with Seperate & Specific Job States & Automation Triggers
Seperate set of state for different job templates/workflows. XPM currently only has one set of job states. there should be the ability to have multiple for different jobs. These states should also be able to be transferred into a kanban board view and when the job state is changed either by drag & drop or dropdown certain automated actions should be triggered such as automated emails or deploying client or internal forms to be completed etc. At the moment the XPM's workflow capabiliteis are extremely limited.
6 votes -
NZ Tax - Keep the sorting order
Where the notices are the same screen. It would be helpful if it held your sorting order. When you click on a date to accept the assessment, when you return to the list it is back in date order. I'd like to keep it in client name order.
6 votes -
Practice Manager | Search - Ability to Create job
To make it easier to create jobs in XPM it would be useful to have a link to create a new job once you have unsuccessfully searched to see if there is a job already set up for the client. At present you have to log out of job search then create a new job, which involves finding the client name again.
6 votes -
Xero Workpapers - Move Negative Comparatives to a Different Lead Schedule
Ability to move negative comparatives into a different lead schedule.
Purpose: To make the lead schedules consistent with the layout of the accounts.
6 votes -
NZ Tax - UOMI should be included in Payment Schedule
Currently UOMI just shows as a note above the payment schedule but is not included in it, so it is easy to miss and doesn't show our clients the total liability.
Please could you include a line for UOMI in the payment schedule as well as including the note which shows the date interest is calculated up to (like MYOB does)?
Alternatively please add a tick box to the Use of Money Interest settings so we choose whether or not to add it to the payment schedule.
Thank you.
5 votesAppreciate you sharing with us here, Kathryn. Thanks for also adding detail on why this'd be useful.
We're just starting to get a sense of the wider interest for this from the community here - make sure to share your idea with colleagues that'd like to see this developed so they can vote, too.
I'll make sure to update if there are any plans made.
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AU Tax - Hold selection across multiple pages
Items that are selected remain selected even when filters or search queries are applied. This ensures that selection is not lost when the view changes.
5 votesHi team, this idea has been created off the back of an original post here to get a better idea of the interest for being able to hold selections across status lists within AU Tax.
While we don't have immediate plans around this it would be good to gauge the wider interest in this from the community here. Thanks
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XPM - Stop work alert
Please add a field at the top of the client page where you can clearly identify in BOLD RED if the client has a stop work/file on hold action. This is helpful for clients that have overdue fees or if they are clients that we require upfront payment for. This needs to be visible on this page so it can not be missed by anyone that may undertake some work who is not aware.
5 votesHey Amy, thanks for sharing your feedback and for explaining how an alert or “on hold” option in Xero Practice Manager would help you manage work for clients who owe outstanding fees. We’ve reviewed this idea and are now moving it to the Gaining support status so other partners can vote and add their own use cases. Your comments and votes play an important role in helping our product team understand the impact of ideas like this and how they should be prioritised on our roadmap. We’ll be sure to update this thread if there’s any change to the status of this idea in future.
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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
5 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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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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Clients - Summary of workpapers status within the client view
This isn't a workpapers-specific solution, but the ability to see the status of workpapers in the clients section of the PartnerHub could have great development opportunities. It would be very useful to give a quick snapshot of the client and if it was also available as a column in the global client view you could filtering by work completed/ in progress/ not yet received. Furthermore, giving developers access to the API for this field would also open up other opportunities.
5 votesHi team, we appreciate you sharing with us on how we could improve the use of new Workpapers and managing client for you here.
This is an idea we have close eyes on and will be sure to share any updates with you all here.
In the meantime, please remember to share the idea with any colleagues you feel could benefit from this to and they can votes and support on this here. Thanks
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Xero Sign - client details added automatically
Xero sign in document packs - you currently need to manually input the client's details to add their signature for each document pack (for docs with no auto signing feature like tax returns).
It would be great if there was an option to simply select a client from XPM as all the details are already there (First name/Last name/Email)
5 votesHi everyone ✨ Thanks for sharing your feedback on this idea. We appreciate the time taken to do this and we would like to be completely transparent around this Idea. It is not in the immediate future planning however we have moved the Idea to Gaining Support. Your continued votes and comments help us understand the impact and prioritize improvements that matter most to you.
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Xero Tax (UK) | Add client address and balance sheet data to sa800 or partnership tax
Ability to add client address and balance sheet data to sa800 or partnership tax - raising on behalf of customer.
5 votesHey Mandy, thanks for asking Anchal to raise this as an Idea for review. As Anchal and the Product team have conveyed this is being looked at currently (Balance Sheet addition to Partnership filings) and there will be updates as this progresses. The client address is not something we are looking at currently as it is not mandatory for HMRC or Companies House.
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Clients - Add Clients to contacts from the Contacts screen
On the Contacts information page you should be able to associate the Contact with a Client and manage associated Clients from the Contacts information page also.
5 votesAppreciate there are different flows for when and how you might update this sort of information, Christopher. Thanks for sharing how we could improve this association for you.
We'll keep an eye on the interest of your idea here, and I'll let you know if there are any plans made to accommodate.
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Report templates - Minimise hidden notes
Report Templates - notes (text blocks and schedules) to be minimised/collapsed when they are hidden instead of just greyed out so they don't take up as much space
5 votesThanks for sharing, River. I'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!
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Contacts - Edit payment options for a specific contact
It would be important to be able to edit the payment option available for a specific contact. Example: I have an international client that I would prefer if they did not get the option to pay their invoices with credit card. That would be useful to edit this within their contact settings so I don't have to manually change each of their invoices.
5 votesHey Fanie, thanks for your engagement and for sharing this excellent idea for managing customer payment options.
We've reviewed your suggestion to be able to set specific payment options within a contact's settings, and it's now open to gain support from other community members. We can definitely see how this would save time by removing the need to manually edit each invoice for certain clients, like your international customer example.
Along with votes, others can now comment to share additional detail on how this feature would give them more control and improve their invoicing workflow. 🙂
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New staff Experience - Ability to view staff certification in Staff tab
In the new HQ experience it'd be good to see staff's certifications without having to click into each of them individually
5 votesWe’ve updated the status of this idea to Gaining Support.
Currently, you can hover over a certification to view the expiry date, with colour indicators showing when a certification is close to expiring (yellow) or already expired (red). This idea suggests extending that functionality by including the certification type directly within the Staff tab.
If this change would improve how you work, we encourage you to vote or comment to show your support. Your input helps inform areas of focus for future improvements.
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XPM - Client list rental property report
Generate XPM report to list clients with Rental Properties.
5 votesThanks for sharing your idea to generate a report in XPM that lists clients with rental properties. We can definitely see how that would make managing this group of clients much more efficient.
We're grateful for your engagement and letting us know the changes that matter to you.
We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how a dedicated rental property report could improve their experience with Xero.🙂
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XPM - Allocation of job write off/on against users
We have just been advised that we cannot allocate write off/on to jobs rather against individuals or apportioned across those who have charged time to the job. At times, jobs are short quoted for reasons and it's unfair to impact someone's recoverability due to business decisions. There has to be a way to record such write offs without impacting staff or teams time directly rather recoverability of the job.
5 votes
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