13 results found
-
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.19 votesThanks for explaining how you use address search to group family members; that context is very helpful.
Since this is a request to restore a previous layout/feature, I’ve moved it to Feedback. While rollback requests don’t use the “Gaining Support” status, our product teams do review them to understand how UI changes affect workflows.
For now, you can still audit shared addresses by exporting your client list to CSV.
-
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.
15 votesI can see how having the address column visible in the Client Group view is a big time-saver for your workflow.
Since you’re asking to restore a feature that was recently changed, I’ve categorized this as Product Feedback.
This ensures your comments go directly to the XPM Product Team so they can understand the impact this update has had on your efficiency.
Thanks for helping us improve Xero!
-
Unneccessary Changes to Practice Manger
1) Revert the DISPLAY name to be larger again.
2) JOBS - keep current and archived on one page, like it previously was is PM.
3) Discontinue to automation of opening a new tab each time you click on a job.5 votesHey Cordia, we appreciate your feedback about the New XPH experience. However we are not able to accept ideas that have multiple request in one post. Can you please create separate ideas for each feature you'd like to see this developed for, with as much detail around what you would like to see as possible so we can gauge support and keep users updated.
You can see the qualities of an idea on Xero Central.
You can create a new post, and respond directly to my update if you'd like us to re-review. Thanks
-
job order please stop reverting!
When viewing archived jobs and current jobs, it automatically presets to the oldest job. I change the view and each time the screen refreshes, it reverts back. There should be an option to keep jobs listed in the order you set it as, as a permanent setting, not reverting every single time we click on a new screen.
2 votesHey Cordia, thanks for your Feedback on the archived jobs date filter options. We have moved this ot Feedback as the New XPH experience will mean the archived jobs view will be updated to a new look and feel. You can find more information around the new experience in our Xero Blog. Thanks again for raising this Idea with us, we appreciate the time and it's always great to hear how we can improve our customers experience.
-
atomate & XPM Integration
As good as ATOmate is, it doesn't actually integrate to Xero. Every day or two, we need to manually run a couple of reports to get the correct data into ATOmate. According to ATOmate, this is an issue with the Xero API. There is a related issue with fee from refund integration, it would be great if the API could be adjusted to allow additional data to flow directly.
2 votesHi Brett, thanks for your feedback on the ATOmate and XPM integration. We appreciate you sharing how better API data flow could support your workflows.
We’ve reviewed the idea and moved it to Feedback because this request relates to an external integration (ATOmate) and API functionality. The best next step is to reach out directly to ATOmate or raise the suggestion on our Xero Developer Ideas site. That’s where our API and developer teams review requests for new or improved data endpoints.
-
notes
Notes for Clients - XPM migrated from using the 'Folder' field to a new 'Tag' field within the client record’s Notes section, to unifying 'practice management tools'. What was the point of this? We could run a report of notes and filter with 'Folder'. But with the new 'tags' you can only filter by tags within a single client. This makes no sense and has removed significant functionality of the notes in XPM. Also, "existing folder-based notes will be automatically migrated" has not happened - existing notes have not been updated with tags.
As a product idea: if replacing the…
2 votesHi Colin 👋🏽
and thank you for submitting your idea regarding the client notes functionality in XPM. This is important feedback regarding the loss of reporting capabilities!
We've reviewed your submission against our community criteria and have classified this post as Feedback because it does not meet two of the qualities required for an idea to gain support:
- Vague Title: The title "notes" is not clear and does not summarize the specific improvement you are requesting (i.e., cross-client reporting).
- Product Issue Mentioned: The post mentions an issue with the migration ("existing notes have not been updated with tags"), which relates to functionality not working as designed, and does not fit the criteria of a new feature suggestion.
Next Step:
To ensure your request gains visibility and support from the community, please resubmit the core feature request with a clear, action-oriented title e.g. "XPM Notes - Restore Cross-Client Reporting/Filtering for Client…
-
Client Type - Credit Stop
Add a credit stop checkbox to client type.
When looking at clients with a credit stop Client Type issue a warning.1 voteHi there,
I can definitely see how a "Credit Stop" indicator would provide a great safety net when managing client accounts.
Existing Functionality Currently, Xero doesn’t have a specific checkbox for this. A common workaround used by many is to add "STOP" or "HOLD" to the start of the Contact Name. This ensures a clear warning appears the moment that client is selected for an invoice or quote.
Next Steps I have moved your post to our Feedback section for the product team to review. Because this request covers two distinct features—a new field in Contacts and a functional warning in Invoicing—our community rules suggest posting them as individual ideas to get the best visibility for voting.
-
Fix the Client 'Add to group' function
Last Friday I was working on adding individual clients to Groups with no issue. Today however there appears to be several issues wrong with the process now with the new GUI system.
When I press the 'Add to group' button, it shows a scrollable list of Groups and an option to create a new Group. What has disappeared is the search bar where you could type in part or all of the Group's name in order to filter the scrollable Group list according to your search. Now that this feature is gone I have to manually scroll the list to…
1 voteHi there, thanks for sharing such detailed feedback on the new client grouping experience.
Because your post highlights specific technical issues (like the "0 clients added" error and list syncing), I’ve classified this as Feedback rather than a new idea.
Next Steps:
- For the technical errors: Please contact our support team directly. Points 2 and 3 in your post appear to be bugs following the UI update, and our specialists will need to investigate those as performance issues.
- For the Search Bar: If you'd like to see the search filter returned to the 'Add to group' list, please create a new, separate post for this feature request. Please use a title such as 'Xero HQ - Add search filter to the 'Add to group' selection list'. This will allow other members to vote on it specifically!
We really appreciate you taking the time to help us improve the new interface.
-
Efficiency on Home Page
A few recent updates have made it Xeroefficient - 1) when clicking the search bar before you could paste in the search bar straight away - now you need to click into the search bar before pasting which is an extra unnecessary step. 2) before you could go straight to financial settings from the home page in the drop down menu, now you need to click on accounting settings first and then click on financial settings.
1 voteHi Hannah and thanks for your feedback regarding efficiency changes on the Xero homepage!
We appreciate you pointing out where recent updates have added extra steps to your workflow.
We've reviewed your submission and classified it as Feedback because it contains two distinct ideas (one about the search bar and one about the Financial Settings menu access). To gain support effectively, each feature request needs to be posted separately.
To help you resubmit, here are two clear titles for your distinct ideas:
- Homepage UI - Restore Direct Paste Functionality in Search Bar
- Settings Navigation - Restore Direct Link to Financial Settings
Please resubmit each of these as separate ideas in the forum. We look forward to seeing them!
-
Business Continuity for XPM Users During Xero Outages
The recent global Xero outage at the end of October highlighted a challenge for firms relying heavily on XPM: when Xero goes down, so does a big part of your workflow. Many teams reported staff unable to progress work because core systems were offline.
How do other Xero Partners handle business continuity during these outages? Would it be valuable to have an integrated or secondary platform that allows firms to keep operating to some degree until Xero is back online?
What features would you want in such a solution—client visibility, task tracking, invoice status, or something else? Keen to hear…
1 voteHi Campbell, thanks for sharing your thoughts about business continuity during system outages.
We'll need some more detail for your post to be considered as an idea here. This will help others in the community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central. Alternatively, if you are looking for an open discussion with Accounting partners we would recommend raising this on our Discussions platform.
-
FX Calculations on P&L - New Feature Request - Please take into account COGS for the same currency
Hello Team,
In P&L we have the concept of FX Calculations for foreign currencies:
Bank Revaluations
Realised Currency Gains
Unrealised Currency GainsBy design this takes the full amount of debt/credit and converts it to a base currency.
But in situations where COGS are paid for in the same currency, there should be a concept of only applying these FX movements on the net margin remaining.
For example.
I have an Australian business. Base currency AUD.
I send an invoice of EURO 100,000 to my Parisian client for the month. I receive the 100k in my EURO Foreign Currency Bank…1 voteHey Matthew, thanks for raising this with us as an Idea. I can see you have raised a case with Xero Support and I apologise if it sounded like this should be an option in Xero. The feature you are looking for would be in an inventory specific platform and not on an accounting platform which Xero is. For accounting and IFRS purposes the FX calculation must be calculated on the while amounts and not on the margins. Again apologies for the confusing wording this is not possible on an accounting only based platform.
-
Payment made report
Is there a report on payments made after the due date to easily identify those not paid. Also I there a report available of payments made by INC year. This is to identify misdirected payments. If not can this please be made available.
1 voteHi Joss
Thanks for raising your idea with us.
This idea includes two separate report requests:
- A report showing payments made after the due date to identify unpaid items (note: unpaid invoices are already covered by existing reports).
- A report showing payments by “INC year,” which appears to refer to a custom field or tracking method for spotting misdirected payments.
Because these are two distinct ideas, the post doesn’t meet the “one idea per feature” guideline and is treated as Feedback.
To help clarify your requests:
1. Late payments / unpaid invoices
Xero already provides tools for this:
- Aged Receivables Detail shows all unpaid invoices and how overdue they are.
- To see invoices that were paid late, use Receivable Invoice Detail, add Last Payment Date and Due Date, then export to Excel to calculate the difference.
2. Payments by ‘INC year’ (or similar grouping)
Xero…
-
summary
I want a report to be generated from Xero tax where i can view the total number of personal tax returns along with the bifurcation of tax returns on the basis of their current status. For instance, the report should have the total number of tax returns that need to be completed for the tax year 24-25 and then the breakdown of the same as per the status.
1 voteHello Shivagni!
Thanks for submitting your idea about generating a report on personal tax return statuses.
We've classified your submission as Feedback because the title was too vague, and the functionality you are requesting largely exists in the product today.
You can already achieve a report that shows the volume of personal tax returns and their current status using the following tools:
- Xero HQ/Tax Dashboard
- Tax Return Status Report
If you feel the existing reports are too complicated or lack specific data, you could use a title like this when resubmitting:
Xero Tax Reporting - Enhance Tax Return Status Report with Consolidated Summary View
All the best!
- Don't see your idea?