26 results found
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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.
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 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.
22 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
20 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.
19 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.
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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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.
17 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.
17 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.
16 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.
14 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 - Show full client notes by default in XPM
Since the recent update in Nov/Dec 2025, client notes are collapsed when they exceed a few lines, which makes it too easy to miss important information. All the notes we add in XPM are all relevant, we don't want any to be hidden.
Previously, notes were fully visible by default. Restoring this behaviour would make critical information easier to see at a glance.
If notes must remain collapsible, an option to show the full note by default would be preferred. Alternatively, the “show more” prompt should be much more visually prominent so it is not overlooked.
Ideally, the collapsed view…
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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Revert the DISPLAY name to be larger again
Revert the DISPLAY name to be larger again.
3 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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Add the ability to update the salutation from the additional contacts
In the old xero version, you could click on the contact and edit the salutation.
This option is no longer available.
The only way to update is to exit client, go back to clients, select contacts, search contact then edit details.
A lot of extra steps just to add or update a salutation after a contact has been created3 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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Reporting
It would be great to be able to create our own reports using any datas available in the system and not be restricted to the pre-existing one : my need is to mix some information from the payables with information from the third party card but I cannot do that directly in the solution I need to export both and do it in excel.
2 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 Client Informaiton Data Entry flow and navigation
The current fixed order of fields within the Client Information screen (Client tab) is leading to inefficient data entry and potential oversight of critical details. We request an improvement to the field ordering logic, ideally through admin-level customization.
- The Need for Re-ordering (Current Issues) The current arrangement does not prioritize fields based on operational importance or logical grouping:
Operational Priority: Critical identification fields, such as the Partner and Client Code, are often placed illogically far down the page, sometimes below less essential fields like the Website URL. This forces staff to constantly scroll to capture essential details.
Logical/Compliance Grouping: Sensitive…
2 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 Practice Manager - reinstate 'Archived' tag for archived client profiles
Following the update, we can no longer easily tell if we are viewing an archived client profile in Xero Practice Manager. Previously, there was an 'archived' tag however now the only way to tell is to check the Relationships section where 'archived' appears next to each related client name (so no way to tell at all if that client had no relationships). Not having this information clearly visible could lead to confusion as to the status of a client.
2 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 - Return to group after archiving a client within a group
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…2 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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Stop trying to sell me alternative payments. It's annoying and always in my face.
Please stop pushing the alternative payments down my throat with those annoying banners. Did you know I am 86% ****** off by those adverts? I dismiss it every time, but Xero bot doesn't seem to get the message. I know you want a cut of the payments, but I don't want to use that service thankyou.....If I do I am fully aware you offer it, because I have seen the banner 1000 times already, so is fully imprinted in my mind already.
1 voteHi 👋 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 - Set priority for recurring jobs
XPM - Set priority for recurring jobs
1 voteHi 👋 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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To Do List on Dashboard page
Add a "To Do" checklist on the Home Page Dashboard. This will help multiple collaborators to track what remains to be done on their bookkeeping within Xero.
1 voteHi 👋 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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