48 results found
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XPM - Restore “Archive” inside Client record for Standard users
Problem: Standard users can only archive clients from "All Clients" and "Groups", but can no longer archive from the actual Client record, even though Admin users can.
Impact: This is inconsistent and adds extra steps. Standard users need to leave the client, go back to a list or group, then archive. This wastes time and the feature already exists for Admins and used to exist prior to all these changes recently implemented.
Request: Add "Archive" back to the 3-dot menu on the Client record for Standard users, so archiving is available wherever client actions are shown.
24 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPM - Restore number of notes & number of tax returns indicator on Client
Following the XPM updates in November and December 2025, the Tax Returns and Notes tabs no longer indicate whether a client has any open tax returns or existing notes.
This indicator was previously used to quickly identify active items on a client without needing to open each tab, we are particularly missing the notes indicator.
As similar indicators are still shown for Jobs and Invoices, it would be helpful for consistency and usability if this functionality could be restored for the Tax Returns and Notes tabs as well.
18 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Client group - View address column
Please add the address column back when you are viewing a client group. With new change to XPM we now have to go into each entity and make a note of what address they are at.
12 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPM - Default balance date for new clients in XPM
Since the recent XPM update in Nov/Dec 2025, the balance date for new clients is now auto-populating as January. For the majority of New Zealand clients, the balance date is March, so defaulting to January is not practical.
If the balance date is going to be auto-populated, it should default to March rather than January to better reflect common NZ reporting periods.
13 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPM - Restore mobile phone and salutation fields when editing contacts
Since the recent XPM update in Nov/Dec 2025, when editing an existing contact, the mobile phone number and salutation fields no longer appear. Only the “phone” field is visible.
When adding a new contact, these fields are still available, and when viewing an existing contact, the data is still present. However, it is not possible to see or edit these fields during contact editing.
Most of our phone numbers are stored in the mobile phone field, so this change significantly impacts usability.
Please restore the mobile phone and salutation fields in the edit contact screen, along with access to the…
13 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPM - Remove pop-up label when hovering over client name on XPM group screen
Since the recent update in Nov/Dec 2025, hovering over a client name on the XPM group screen shows a pop-up label that repeats the client name.
This pop-up does not provide any additional information and often gets in the way while navigating the screen. Removing it would improve usability and reduce unnecessary on-screen clutter.
13 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPM - Increase visibility of group name on group screen
Since the recent XPM update in Nov/Dec 2025, the group name is less prominent on the 'group' screen, and does not stand out as clearly as it did previously.
The larger group name made it easier to identify which screen you were on, which is especially important now that many screens have a similar layout. Increasing the prominence or size of the group name again would improve clarity and usability.
13 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPM - Restore main entity star indicator in XPM groups
Following the XPM updates in November and December 2025, the star indicator within client groups that identified the main entity has been removed.
This indicator was heavily relied on to quickly identify the primary entity within a group. Please reinstate the star or an equivalent visual marker so the main entity can be clearly identified at a glance.
Thanks
13 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPM - Allow editing existing contacts without requiring an email address
Since the recent XPM update in Nov/Dec 2025, it is no longer possible to edit an existing contact unless an email address is populated. An email address is now treated as a required field when editing, even if the contact previously existed without one.
Creating a new contact without an email address is still allowed, which makes this behaviour inconsistent. Being able to edit existing contacts without needing to add an email address would restore flexibility and better reflect real-world client contact records.
12 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPM - Return to group view when navigating back from a client
Since the recent update in November/December 2025, when navigating back using the back arrow from a specific client, the system returns to the full client list rather than the client’s group.
It would be more helpful if the back arrow returned users to the relevant group view instead of the full client list.
12 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Xero HQ - Only show active staff when assigning Blue Xero 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.
12 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPM - Restore phone number display for contacts on client
Following the XPM updates in November and December 2025, on the client screen in XPM, the contacts section no longer displays a contact’s mobile or phone number. Only the name and email address are visible, which means you must open each contact to check whether a phone number is recorded. Previously, having the phone number visible on the main screen made it much quicker to assess contact details at a glance.
Restoring the display of mobile and phone numbers in the contacts area would improve usability and avoid unnecessary extra clicks when a number is not listed.
12 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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AU Tax - Bulk selection and status updates
Returns Management User Interface (UI) - "All" Tab Improvements/Customization
To improve handling returns by adding bulk selection and status update functionalities on the "All" tab of the Returns Management interface. Also, suggesting having a customizable UI to best fit our workflow preference.
Key Features:
Action Buttons
- Located in the table header, these buttons perform bulk actions such as "Approved", "Out to Sign", and "Sign". They remain disabled unless one or more return items are selected.Checkbox
- Each return item has an associated checkbox to allow selection. By default, these checkboxes are unchecked.Select All / Deselect All
-…39 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPM - Improve XPM client screen layout on mobile devices
Following the recent XPM updates in Nov/Dec 2025, the client screen does not display correctly when viewed on a mobile device. The page layout appears distorted and is difficult to read, making it hard to use in a mobile web browser.
Older XPM pages that have not been updated yet still display normally on mobile, so it would be helpful to improve the layout and usability of the updated client screen to ensure it is mobile-friendly for web access.
11 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPM Clients tab
In the new Clients tab, to have the ability to customise where the details are showing in the Information tab.
For instance, the Referral source (which we do not use) is currently showing at the top of the screen, whereas the IRD Number which is needed have to scroll down to view.8 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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AU Tax - Hide account codes in imported COA in Xero Tax
When data is imported from Xero HQ or a client’s Xero ledger into Xero Tax, the system automatically appends the Chart of Accounts code to the account name e.g. “Sales (400), even when the underlying Chart of Accounts name field does not contain the code.
While this improves traceability, it creates unnecessary clutter in the tax return view and workpapers, especially where codes are not relevant for presentation to clients.
Users also cannot rename or hide the codes within the Xero Tax interface.
I request that a feature be included where you can add an option (checkbox or setting) within…
11 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Clients - Pinned notes show on information page
Pinned client notes should be shown on the client information page. Would help for things like a credit hold on a client. Warning
6 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Practice tools | Client - Address info missing on new layout
Please bring back the search via address in the client page this was so helpful as it enabled us to find children or partners that may have a different last name and link them to the group.
Previous layout was a lot better, disappointed in changes.6 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Client | Tax Return - No longer shows number of active returns
In the old xero version, when you clicked on a client you could see a number next to "tax returns" for that entity. Now you have to click on the group to view, then click on Tax Returns to see who as an active tax return/activity statement.
It would be helpful, that when you open a client, you can see if there are any active returns without having to click on "Tax Return"
The new top toolbar, shows Active Jobs, but need it to show active Tax Returns.
5 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPM Notes - Date/time stamp
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.
5 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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