1004 results found
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Milestone widget on new Dashboard
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.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Quarterly PAYG instalments notices
In NZ practice manager tax agents can send out provisional tax letters to clients from practice manager, has the ATO given the green light in Australia to allow Xero to obtain this information so that tax agents can send out PAYG instalment notices to clients. I know ATO mate and others have found a work around to obtain ATO correspondence etc from the ATO.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Order of archived jobs list under a client or group
When viewing the list of archived jobs the default view is sorted by name. As our annual jobs start with the year this means the oldest jobs show first. I want the newest jobs to show first so click on the Due column which sorts by the oldest date and then click again to reverse the order to show by the newest date.
It would be great if the view automatically sorted by the newest due date as most of the time it is the most recent jobs that you want to look at.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Freeze the top 2 menu panes
Have the top 2 menu panes frozen at the top of the page so we aren't needing to scroll all the way back up from the bottom to access these options
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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XPM - AML/CTF Verification of client
Make the Verification fields mandatory in individual records if practice has had to register under rhe new AML/CTF obligations. Could be something in the user practice settings that if the practice has registered with Austrac that they switch this on so all individuals are verified when being set up or could just be mandatory for all. Also add 2 more fields to the Verification to meet the AML requirements: AML Client Risk Rating (CRR) – Low Medium or High
AML CRR Reason – enter the reason you gave the client the above rating1 voteThanks for sharing this idea about client verification mandatory for individual records, and adding fields for AML client risk rating and the reason for that rating.
If this would help your practice as well, please add your vote and comment with a brief example of your workflow. Details like whether you currently track this outside Xero, how often it creates extra admin, or what information you need to capture for AML/CTF purposes will help show the impact and build support for the idea.
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XPM - Search or Filter jobs bases on type of job
Search or sort for specific Jobs in XPM, such as all Jobs for Management accounts or VAT, In the Job manager it show all the jobs but i can not search or sort basies on type of Job. Adding this will make this tool better for managment
1 voteThanks for sharing your feedback here. We understand the request to add job type as a search or filter option in Xero Practice Hub. Having this available could help you find the jobs you're looking for more quickly and manage your workload more efficiently.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share your thoughts with us.
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NZ Tax - Need taxable income field available for reporting
We need to run a report showing the taxable income of all our individual clients (from the tax returns filed), to find those that are over the maximum liable earnings for ACC.
From there we check for clients who may have had more than one employer and therefore paid more than the maximum ACC levies, so we can contact ACC for a refund.
When we were using MYOB, taxable income was a field included in the tax letter reports so we could download and filter from there.
Apparently there is no way to get this data out of Xero, as…
1 voteHi Kathryn, thanks again for sharing this idea.
I can see why having taxable income available in reporting would be useful, especially when you need to identify clients who may be over the ACC maximum liable earnings threshold and then follow up on any possible refunds.
We’re moving this idea to Gaining support so others in the Community can vote for it and add their use cases. That helps us keep an eye on interest and better understand the impact this would have for practices using NZ Tax.
If anyone else in your practice would benefit from this, please encourage them to add their support and comments too.
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AU Tax - Option to show TFN when printing return at any time
At the moment, we can only print the tax return to show the TFN before changing the status to out-for-sign. The option should be available at all times to enable printing the tax return with the TFN when required. We have received a few requests from banks asking for the tax return with the TFN, but we aren't able to reprint it once it is lodged.
1 voteHi Ribert, thanks for highlighting this. We can see how being able to print or download a lodged tax return with the TFN visible could be helpful when clients need to provide documents to banks or other third parties.
Currently, the option to display the TFN is only available before the return progresses beyond certain stages of the workflow. Once lodged, the TFN is masked on generated copies to help protect sensitive information.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular scenarios where you regularly need to reproduce lodged returns with the TFN visible, we'd appreciate hearing more about those use cases.
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NZ Tax - File IR3R from XPM
IRD have requested that we file a IR3R for each residential rental property. It would be great to be able to include this submission with the tax return in XPM, instead of having to file this manually via MyIR. Please update the system so that this can be submitted together with the IR3 via XPM.
1 voteThanks for sharing your idea, Kahurangi. For now we'll start to get a gauge of the wider interest for this from the community here.
We'll share if there are any updates.
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Xero Support: Include organisation name in Case notification emails.
Add Client Name within case email confirmations to assist with identification, currently we receive emails into a shared email address where anyone in our xero team could have raised a case for any client, the email we receive does not have the client name for quick identification so could this information please be added into the email text?
1 voteThanks for sharing this. I can see how including the client or organisation name in support email notifications would be helpful.
This isn't something we are currently working on, but we'll share it with the community to gauge interest. Be sure to share your idea with any colleagues who could benefit so they can add their vote!
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Jobs | Collaboration Manager - Option to include or exclude completed jobs/quotes from the displayed list and search results
Under Collaboration Manager, please add the option to include or exclude completed jobs/quotes from the displayed list and search results.
This functionality should allow users to easily filter between active and completed items, as well as allocate unallocated jobs/quotes to either open or closed jobs.
This will improve operational efficiency by eliminating the need to first reopen a completed job merely to allocate an item and then close the job again afterwards.
1 voteThanks for sharing your idea, Louis.
We're beginning to get a sense of the wider interest for this here. Make sure you share your idea with any colleagues that this could benefit so they can add their vote, too.
We'll share if there are any updates.
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Clients - Move business structure field to the top of the form layout when entering new clients
In the new Xero Practice HQ, it is very annoying when adding in a new client who is an individual. You need to scroll all the way down to business structure to select business structure, change it to individual, and then go back to the top to add in date of birth and gender. Makes the process of entering a new client in much more tedious than it needs to be.
1 voteHi Louis, thanks for raising this idea. We can see how moving the business structure field to the top of the new client setup form could best suit certain workflow.
The idea is to move the business structure selection earlier in the form, as this choice influences the information needed later in the setup process.
We'll continue tracking engagement and support from the community here.
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NZ Tax - IETC part year calculations up until entitlement for Best Start payments commences
Why will the IR3 Tax return not let you claim the IETC for the number of months a client is entitled to, before Best Start payments start. It will calculate the IETC for the 9 months in the return but as soon as the Working for Families schedule is added with the Best Start Payments boxed ticked it changes the calculation to NIL.
You would think that the IETC calculation would remain or could be manually over-ridden so all calculated amounts would show on the tax summary for the client. This could be flagged when an audit of the tax…
1 voteHi Joanne, appreciate you raising the idea with us here.
Just to confirm how this currently works - in the Xero Tax IR3 form, IETC is tied to the income amount entered in the return. The question that asks whether they're eligible is part of the form logic, and will determine if your income or status is non-qualifying. If this is the case it'll mark IETC as unavailable.
While we'll get a sense of the wider interest in a change for this here, we want to be upfront that we don't have any short term plans for changing this forms logic.
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Xero - Ability to have a vehicle Log Book to automatically proportion vehicle expenses
To have the ability to record odometer readings, start, finish & business/private use.
Then automatically apportion the business use component against vehicle expenses.For instance the Australian rules require 12 weeks minimum of logbook entries. More entries = more accuracy.
This could also be a great feature to 'sell' XERO to new customers.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you Duncan. At the moment , the best option is to look for a connected app that allows you to achieve this. You can check out our Xero App Store. If you need further assistance, we'd recommend raising a case with our support team as well. 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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Xero Tax UK - management expenses support
Xero Tax no longer supports management expenses (eg for investment companies), which are a common requirement. This used to work fine. The workaround recommended by Xero Support is to incorrectly include management expenses as operating / trading expenses, then make them disallowable and include them separately as a management expense. This mess is all visible on the CT600 and needs fixing.
1 voteThanks for raising this idea with us, and for clearly explaining the impact it has on your workflow. 🙂
We understand the need for Xero Tax to better support management expenses for investment companies, especially where the current workaround creates confusing or incorrect presentation on the CT600.
We’ve moved this idea to Gaining Support so we can track interest from the community and help our product team better understand the value of improving this area.
If others are affected by this as well, it would be helpful to hear more examples of how this impacts your filings and any risks or extra work it creates for your practice.
If there are any updates or plans made around this, we’ll share them here.
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Implement Tap to Pay in Singapore
Xero should implement apple tap to pay to organisations in Singapore
1 voteThanks for sharing your idea Ming, we've reviewed your idea and have moved this to Gaining Support. 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 - Copy client phone number instead of link address
Please remove the tel: prefix when phone numbers are copied from XPM to be pasted elsewhere. Currently they are formatted to have a "tel:" prefix which is part of the hyperlink format that makes phone numbers clickable, however this creates extra work when one needs to copy and paste the number because after pasting we have to edit it and remove the "tel:" prefix.
As an admin function we often need to copy and paste the number and would like the "tel:" prefix removed please.
FYI the email field had a "copy to:" prefix but that has since been removed…
1 voteThanks for taking the time to share this feedback with us.
We understand how frustrating it is to have to remove the tel: prefix each time you want to copy a phone number. Being able to copy just the phone number as well as copy the full link directly from the client record would be a helpful improvement and would make this workflow much smoother.
We’ve moved this idea to Gaining Support so we can better understand how many customers this would help and the impact it’s having on day-to-day use.
Thanks again for raising it and sharing how this would improve your experience.
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AU Tax - AUSTRAC risk-rating tools for client profiles and reports
With all the new AUSTRAC reporting requirements coming soon is Xero adding any beneficial features to Practice Manager eg a Risk Rating box and any other reporting fields that might be helpful to be compliant with AUSTRAC and to reduce having to use additional software to keep track of these.
Are there any links to apps you suggest for this or what are other accountants using to assist with all this.1 voteHi Riki, thanks for raising this idea. We understand that having dedicated AUSTRAC compliance fields and risk assessment tracking within practice management workflows could be valuable as firms prepare for upcoming AML/CTF obligations.
The idea is to provide structured fields for capturing compliance information, such as client risk ratings, verification status, and review dates, helping practices manage these requirements directly within Xero Tax.
We encourage the community to vote on this idea if you'd find this compliance workflow improvement useful.
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AU Tax - Allow bulk EFT Report retrieval
In XERO Tax - when retrieving the EFT reports for monies into Trust. Currently XERO only allows one at a time. If you have 30 or 40 fee from refund returns in one day, you never get the reports in time. Other softwares allow a bulk download that shows (eg - on 20 April 2026) this many deposits were made to your Trust Account and these are the clients they are in relation to. This is one snapshot for one day. It is an impossible function as it stands for big practice.
1 voteThanks Meschel for raising this. We hear that managing EFT reports individually can be time-consuming.
The idea of bulk exporting EFT details in one action could help improve efficiency for firms handling larger workloads. This has now been moved to Gaining Support so we can continue tracking demand and share it with our product team.
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AU Tax - Ability to schedule client tax return emails to be sent for signing
Can XPM/Xero tax add a scheduled send feature? So that we can schedule tax returns/BAS returns to be sent at a set time and day to the client for signing? Content snare, Outlook etc all have these features and its very much missing from XPM.
1 voteHi Jackie, thanks for bringing this idea forward.
We understand you’re looking for an option to schedule tax return emails for signing, so client communications can be sent at a time that works best for your practice and clients.
Having more control over when signature requests are delivered could help practices manage busy tax periods more efficiently.
We’ll continue to track feedback and interest from the community for this idea. Please keep sharing your workflows and use cases here.
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