939 results found
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Xero HQ - Bank connections page for all clients
Bank connections page allowing you to view all clients' bank feed statuses in one central location and easily update the connections for your clients in one go rather than navigating to each client’s account.
FreeAgent now has this ability, so will Xero follow suit and save hours if not days reconnecting bank feeds? https://www.freeagent.com/blog/industry-first-in-banking-1/
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XPM - Need option to add NZBN field into custom reports
We are in the process of checking all Client details in XPM to ensure they are all complete and up to date. One of the checks that we were doing was to ensure that we had the NZBN numbers of clients recorded. However this appears to be the only client field that you are unable to select when creating a custom report!
Xero's response to my query was "you may like to add this in as a custom field and input in the NZBN in the custom field section for the clients which will then pull into the report" -…5 votesHi everyone, appreciate the feedback we've received since my previous updates and apologies for any confusion caused.
Checking back in with our product teams around this, there is a current issue that means some NZ practices are unable to add Business Number to their custom reports atm. This is something we intend to rectify and I'll move the idea back to Under review for now, and as soon as there are further updates on it, we'll share with you here.
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XPM | Client - Business Name field
It'd be extremely helpful to have a field available for any type of client where a registered business name can be recorded, and if the business name is searched in the client list, the entity that the business name is recorded against shows up.
For example, if Joe Bloggs Pty Ltd owns the business name Bloggs Flowers, we could search for Bloggs Flowers in XPM and Joe Bloggs Pty Ltd would show up.
5 votesHi team, we want to share an update with you all here. As announced at Xerocon we have Xero Partner Hub which will combine all your practice tools into one experience. Along with the changes from the client list you will be able to add Organisation name and Legal/Trading name as columns which will be be searchable within the Client list.
So, where a client's Xero org is connected this data will pull through to the list and you'll be able to search by the client name, organisation name or legal/trading name. Find out more and prepare for the Xero Partner Hub on our website.
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Practice Manager | Jobs Manager - Ability to add or delete columns
Practice Manager - Edit Jobs Manager screen to add or delete columns that are relevant to a practice The ability to add notes would be very helpful.
5 votesHI Sally, jumping back on your idea here our team are working on providing more flexibility to the info you view from Job Manager.
Right now, we're developing columns for Staff, Manager and Partners. Around the same time we expect to deliver these additions, we'll also enable you to hide detail you'd prefer not to view. So, you can decide and only see the information relevant for you when viewing Jobs.
We'll return to share more when this is available🙂
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XPH Client Details - Hide Unnecessary fields when creating record.
Ability to remove unnecessary fields when setting up a client in XPM or ability to hide the blank fields after the setup so that they don't show up in the Client Details Tab. The purpose is to see the fields with details on them only and to make them look neat and tidy. Please see attached.
5 votesHey team, thanks for sharing your idea, and letting us know that having the ability to only have the necessary fields to complete for a client (based on Business Type etc) would be beneficial.
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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Workpapers - Zoom feature
Xero Workpapers needs to be able zoom in on the attached documents instead of downloading to be able to view clearly
5 votesHey everyone, we're excited to announce we have a new Workpapers solution in development that'll improve accessibility and collaboration for accounting practices, solving for the needs in the idea here. You can read more on this from our Xero blog.
It'll be a phased release, starting with Australia and expanding to other regions in 2026. I'll keep you updated here on it's release.
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Xero Blue - Timekeeping AI app available
currently, recording timekeeping in XERO, and ticking off the steps in the activities is really disjoint. There should be a timer in XERO, not XPM, that can at least identify the client you are recording against, and you can then pick the activity and it record the time against it AND it give you the activity list so you can tick them off, and then forward the activity to the next person in the chain. it shoudl all be done within XERO, not XPM and XERO. thanks
4 votesThanks for sharing this idea. We understand that there is currently no way to time tasks from within Xero Blue and that you feel this would be a genuinely great addition. We’ve opened this idea for votes and comments. For now, we’d like to get a sense of the support for this from the community. If this would help your practice, please add your vote or leave a comment to share how you’d use it. Any updates will be posted here. ✨
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Add minor functionality adjustments to Tax Manager to retain functions that exist in old Tax Returns view
In the old Tax Returns view, I used to leave returns in 'Filed' until assessments were received, check the assessments, then tick the assessed returns and archive in a single bulk lot. All of this was achieved on a single page of the view.
In the new Tax Manager view, the assessments view has no tick boxes or functionality to archive returns, and the 'filed' view has no column or visibility on which returns have been assessed vs which are still pending. In addition, the 'filed' view defaults to 'all returns' including archived, rather than defaulting to 'filed' returns which…
4 votesThanks for sharing this idea, Jen. We understand the request for bulk archiving from the Notices of Assessment tab and an Assessment Status column. Having these options in Tax Manager could make it easier to manage completed returns without moving between different views.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and let us know which part of the post-filing process you’d find most useful.
Regarding your suggestions on Tax Manager default view, I've created a separate idea for this and added your vote there.
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XPH - Restrict Tax tab visibility based on client access permissions
Problem
Xero currently allows practices to restrict staff access to specific clients. Under the Clients section, staff members can only view the clients they have been granted access to.
However, when the same staff member clicks on the Tax tab, they can view the full list of client tax returns across the entire practice. This effectively bypasses the client access restrictions that have been configured and undermines the purpose of limiting staff visibility.
Why This Matters
Many firms use client access permissions to:
- Protect confidential client information
- Segregate duties among team members
- Ensure staff only work on their allocated client…
4 votesHi Aarush, thanks for raising this suggestion. We understand the request for Tax tab access to follow the client permissions assigned to each staff member. This could make it easier to manage access to sensitive tax information across practices with different teams and responsibilities.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could help your practice, add your vote and let us know how you'd expect the permissions to work.
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NZ Tax - Separate [Payment] Summary field into year and RIT fields
Currently when working on provisional tax letter reports, the [Payment] Summary field is a big sentence including the year the calculation is based on, and the RIT
(eg. 2025 RIT of 5,669.16 (from IRD Statement) + 10% uplift).Filtering by this field is therefore not possible.
It would be great if the year and RIT were separate fields...
We could then filter by year to find out which clients' calculations are based on last year, and which are based on the year before.
It would also be useful to be able to filter by RIT.
4 votesThanks for sharing, Kathryn. Appreciate how separating the information in this field would be useful to you.
This isn't something we have plans of just yet but well get an understanding of the interest here.
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AU Tax - Ability to print/download separate schedules/worksheets
Please enable download/print option for specific worksheets and schedules, so that they can become their own standalone document. Example, if I only want to view the rental schedule, have the ability to PDF just this part of the return. This would make the preparation of working paper documents much clearer, and support internal workflow processes. Ideally there would be a print/download button at the top of each schedule/worksheet for quick navigation.
4 votesThanks for raising this idea, Sarah. Being able to print or download a specific tax schedule as a standalone document could make managing working papers more straightforward.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. Add your vote and let us know which schedules or worksheets you’d find most useful.
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Partner Hub - Add a Milestones widget to the new homepage
As a manager the Milestones on the XPM home page helped a lot with an overview/ snapshot of the team, the outstanding jobs and helped with planning the day, but with the new Partner hub there's no option to add a Milestones widget to the Home page.
4 votesAppreciate you sharing this feedback, Jana. A dedicated Milestones widget could give practice managers a quick overview of job progress and upcoming deadlines directly from the Partner Hub dashboard.
We've updated the status to Gaining Support so we can continue tracking community interest. Add your vote if this could improve your workflow.
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Clients - Adjustable Column Widths
Allow adjustable column widths in the Clients screen (like Excel), especially for the Client Name field. Long entity names are currently truncated, making it difficult to identify clients. Also allow adding additional columns such as ABN and Address. This will significantly improve usability for practices managing large client bases.
4 votesHi Navnit, appreciate your sharing here. We understand you’re looking for adjustable column widths in client view so you can view important details like longer client names without needing to open each record.
Having more flexible grid layouts could make it easier to review client information and manage records more efficiently.
We'll keep track of this idea here and will update if there's any progress.
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XHQ - Filter by Staff Teams when Assigning Client Access
It would be useful to filter by staff teams when allocating access to a client in Xero.
We already have the ability to group staff into teams within Xero HQ, and it would speed up assigning access to large groups of staff members if we could use these teams when assigning access to a client in Xero HQ. This could be added to the 'Filter' option.
4 votesThanks so much for bringing this idea to our attention and taking the time to share it here 😊
We have moved this to Gaining Support as we can see the benefit of this.
This feels like a really practical improvement to the current workflow, and I can see how adding teams as part of the Filter options would make client access management much more efficient 🙌
The next step is to share this idea so more people can view it and add their comments too
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AU Tax | Trust Tax Returns - Multi business Worksheets
After discussion with Xero support it would be beneficial to have the option for multiple business worksheets added to the Trust Tax Returns.
4 votesHi everyone, thanks for sharing this idea. We understand you’re looking for a way to manage multiple business activities within a single Trust Tax Return.
The suggestion is to support multiple business worksheets within one return, making it easier to capture different business streams separately while keeping the tax file organised.
For now, some practices use external spreadsheets to consolidate and track this information before completing the return. We'll continue to track the interest on this idea here.
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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…4 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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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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NZ Tax - Tax pooling indicator
Report Builder - for Tax Payment due report can information held in Tax Statements tab be included ie Tax Pooling Transfers information in Summary tab and Notes tab
4 votesThanks for sharing your idea for improvements to the NZ tax reports 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 Annual Leave for Practice staff in XPM
For annual leave, sick leave and unpaid leave - have a link between practice payroll and XPM timesheets for practice staff.
Be able to show booked and taken leave clearly in XPM on the dashboard.
4 votesHi Sasha, thanks for your suggestion.
We've reviewed your idea and can appreciate that this approach may provide greater visibility in regards to practice staff's annual leave. We'cw updated the status to gaining support so that other members can vote and share comments to lend their support to this idea. We appreciate you taking the time to let us know what's important to you and your business.
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XPM - Client group filter members
Please add a column or filter to the XPM Job Manager screen for client Groups. There is currently no column/filter for client group in the job manager screen in XPM - which means if you want to see all the jobs for a client group - e.g. Alf Barbagallo - have to search each entity individually. Also means cannot easily do a bulk update for all jobs in a client group.
4 votes✨ Appreciate you raising this, Julie! We understand how adding a client group filter to Job Manager would speed things up and cut the back-and-forth. In the meantime, a quick workaround: press Ctrl + F (Cmd + F on Mac) and type the client’s name into your browser’s search box to jump to matching entries on the page. Your idea is now in gaining support, so it’s open for votes and comments. If you can, please share it with colleagues who’d benefit—more support helps us gauge impact and prioritise what matters most.
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