1159 results found
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Xero HQ - Show totals for client list in Client Insights
Client Insights is fantastic for showing client by client stats.
How about providing a TOTAL for the entire client list or filtered list, so that you can see how each client compares to the selected "community" of clients2 votesHi Steven, thanks so much for the kind words about Client Insights – it's great to hear you're finding it fantastic!
We've reviewed your suggestion to enhance it further by showing a total for the client list or a filtered group. We can see how this would provide valuable context, allowing you to easily benchmark how an individual client compares to the rest of the community.
Your idea is now ready to gain support from other community members. Along with votes, others can now comment to share how they would use this summary data for analysis and advising their own clients.
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NZ Tax | AIM - View mapped accounts
When drafting AIM reports in XPM, it would be helpful if you could hover over the box number and it lists the accounts that are being mapped there as opposed to changing report codes in blue Xero and continually having to update the AIM report to see if accounts are mapping correctly.
2 votesAppreciate you raising this idea, Amy We've gone through your suggestion and taken a closer look at how things currently work.
Right now, there isn't a built-in way to quickly view which accounts are linked to each AIM report box directly within the report. Based on your description, we understand how this would simplify the review process and reduce unnecessary steps when updating report codes.
We’ve moved your idea to Gaining Support, which means others can now vote and add their perspective. That input really helps when our product teams are looking at what improvements to prioritise.
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Xero HQ | Ask - More format options
The functionality to format text with bold, italics, and underlining.
The ability to apply multiple highlight colours to text, as well as different font types and colours.
The retention of multiple paragraphs within the 'Ask' feature is necessary. The current limitation, which merges all paragraphs of a question into a single block of text upon sending queries to clients, may lead to confusion and diminished clarity in communication.
The files that advisors attach to questions currently disappear after clients answer. These files should be retained within the queries to ensure both advisors and clients have a comprehensive view of the…
2 votes"Hi everyone, Thanks for your feedback and for sharing your thoughts on how we can improve the Ask feature in Xero HQ. While we don't have a perfect workaround for formatting, as noted by others in the comments, many of you have found that using a clear, simple structure and capitalizing words can help emphasize key points. For attachments, we recognize that the current workaround is not viable, and we're looking into ways to make file handling smoother. We appreciate you bringing these issues to our attention. Currently, these enhancements are not on our immediate development roadmap, but your feedback helps us understand what's most important to you. We'll be keeping a close eye on this thread as we continue to shape the future of Xero HQ.
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Workpapers - Ability to delete duplicate clients from the organisation list
When creating a new workpaper pack, clients appearing under the Organisation dropdown is taken from XPM (as a one-way sync).
It isn't possible to delete duplicate clients in Workpapers, even once they've been removed from XPM and the information has been synced again.
The downside is that the Permanent workpaper isn't brought forward from LY and there's no sync to XPM (as it's connected to the true client record).
The workaround is to edit the client name in the Settings (by putting a DNU or ZZ in the name), save it, then delete that Workpaper.
It would be preferable to…
2 votesHi Anthony, thanks for submitting this detailed idea for improving Xero Workpapers.
We can certainly see how having duplicate clients appear in the organisation list would be frustrating, especially when it prevents permanent files from being brought forward correctly. Your suggestion to have a two-way sync with XPM or the ability to directly archive or delete these duplicates makes a lot of sense.
We're grateful for your engagement and for 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 this feature could improve their data management and workflow within Workpapers. 🙂
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Xero HQ - Copy all client tax details into their Xero organisation
Maybe I'm missing something (integration settings perhaps) but if I enter a personal tax client's details into Xero HQ, then only some of this pushes into Xero Blue and I have to re-enter certain details like client code, email address etc as well as new fields such as sales defaults. Similarly, not all of the data pushes into Xero PM and the UTR/NI number have to be entered again. Is it not possible to have a Xero HQ as the single point of entry which then updates all fields in Xero PM and Xero Blue?
2 votesAppreciate your feedback on how syncing more data between Xero HQ and your client organisations would be useful, Balley.
We'll continue to get an understanding of the interest for this here.
Just to note around your request for syncing data between Xero HQ and XPM - as you may have seen from recent news we are unifying the clients and staff experience across HQ and XPM in what will soon be Xero Partner Hub meaning all your client data will be synced and consistent. You can read more about this here.
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XPM - Client list rental property report
Generate XPM report to list clients with Rental Properties.
2 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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Integration with Fusesign
We use Fusesign as our e-sign solution and it would be great to have the option to send a document directly into the signing software. We've seen a much higher engagement level with Fusesign than any other e-sign product as it doesn't require another login, it uses SMS/email verification instead.
A direct link would smooth out the workflow from the tax product > signing (and maybe even into client files in FYIDocs).
2 votesHi Matthew, it appears that FuseSign is already an integrated app Partner with Xero. As they've designed and built their integration with Xero themselves they'd it'd be best to approach their support to see if this is something they'd consider extending their integration for.
You can find their support contact details at the bottom of their app store listing.
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XPM - Set historical staff capacity for accurate productivity reporting
The productivity dashboard does not have the functionality to automatically account for staff start dates. It calculates capacity for the whole year which does not work for staff commencing mid year. There's no functionality to set a historic capacity level. The workaround is to manually adjust the reporting date for the productivity dashboard to account for each staff's start date or use the Time Productivity Report as an alternative. I'd love to see this feature improvement / functionality in the future.
2 votesHey Julie! Thanks so much for sharing this suggestion for improving productivity reporting in Xero Practice Manager.
We've reviewed your idea about setting historic capacity levels, and it’s now open to gain support from the wider community.
Along with votes, other accountants and bookkeepers can now comment to share how this feature could improve their own practice's experience with resource planning.
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Custom report formula - formula can look through a closed group
It would be very handy to be able to create a formula in a custom report that could reference a group/custom row that sits within a closed group as sometimes you need these rows in order to drive the formula but they dont add any helpful information to the final report.
2 votes -
AU Tax - Exclude Xero figures from worksheet when importing xero data
We 'import from xero' the data to preopolute the tax return. However, the P&L and Balance Sheet items appear in the tax return as a worksheet when printed. It would be great if this was excluded, but retained the other worksheets.
2 votes -
NZ Tax - Show the % RWT/DWT/ICA rate in tax statement worksheet/ Use of money interest
It would be good to see the tax rate deducted for RWT/DWT/ICA for interest and dividends when printed on the tax statements worksheet/schedules. Then you can see that the information has been entered correctly (ie 33% for tax on dividends)
Also be better to have use of money interest adding into the terminal tax date in the tax payment summary showing total payable, rather than a sentence above it!2 votes -
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.
2 votes -
AU Tax - Consistent rollover of percentages in individual deductions
There is a difference in functionality between D5 and D8 in the AU individual tax return form. When deductions are entered in D5, the default deductible percentage is 100%, and whatever percentage is entered here (eg 40% phone) is rolled over when the tax return rolls over to the next year.
In D8, the default deductible percentage is 0% (inconsistent with D5, easy to miss when quickly completing a tax return, requires you to manually type '100%' every line item - why would you enter a 0% deduction?) and the manually entered percentage does not roll over to the next…
2 votes -
XPM | Job Manager - 4 week view
Is there a way we can view 4 weeks worth of jobs rather than 2 weeks on the dashboard?
2 votes -
AU Tax - Warning for tax claim code A
individual tax return shouldn't validate if tax claim code A used in Medicare section but a spouse is reported , or should at least be a warning ...?
2 votes -
Ability to add client address details on tax cover letters
on the cover letter just has clients name in addressee box , would be nice to include full addressee details including their address
2 votes -
Practice Manager - Mark a contact as Primary when importing in XPM
This would save having to manually assign after clients/contacts have been uploaded.
2 votes -
XPM - Hubspot Integration
Xero Practice Manager integrated nicely with Hubspot for about 10 years. Quitely it's been killed off in 2024 for some reason.
XPM is a major practice management platform, and Hubspot is a major CRM. I don't know why Xero would kill off the integration. But as a practice we need to have the ability to easily market/email etc to our client database. Without an integration in 2025 this is crazy.
The development work would be minimal considering it was already working, and even working with the single client record.
So please turn the integration back on for your partners.
2 votes -
Practice Manager | Recurring Jobs search - Show results irrelevant of special characters
The recurring job search is sensitive to macrons etc so clients are not showing up when you search. This is unlike the client search which picks up the client whether there are macrons or not.
2 votesThanks for your interest in product ideas and sharing on the search for Jobs with us here, Jean. Appreciate why you'd like search results to show whether or not a special character like a macron has been entered for the search.
While we don't have immediately plans around this we'll keep an eye on the interest for this here, and share if any plans are made.
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Practice Manager - Filter for GST filing frequency
Can you please add the GST filing frequency as a field to filter on when creating or building reports relating to GST.
This is currently not an option to enter when adding a new client, would be great if you could though.
2 votes
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