21 results found
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Clients - Ability to merge contacts
Ability to merge contacts
11 votesGreat to be getting all this detail on small changes that would make a big difference for you managing clients in your practice.
We'll continue to track the support this idea receives and I'll let you know if there are any updates planned.
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Clients - Search using TFN or ABN
We are not able to search for clients (whilst in the Clients tab) using TFN or ABN.
We are also not able to search using client's TFN or ABN when using Global Search.
TFN and ABN are unique search identifiers and will return the correct client every time.
14 votesHi everyone, thank you for your support on the idea here.
Right now, our product team are looking into the ability to search via TFN from the Client list.
They're in exploration atm, so I'll keep you updated on further progress here.
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Clients groups - Bulk update contact details for members
In the previous version of XPM, when updating a group member’s contact details (e.g. address), we had the option via a preview screen to confirm which fields to update and to whom else the update may apply to within that group. This functionality appears to be missing in the current Beta version.
This feature made updating details across a client group more efficient.
10 votesThanks for your feedback, Patrizia, it's really good to hear about features that you find help you move efficiently when managing your clients and practice.
We'll get a sense of the interest from this here and I'll share if there are any updates.
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Client Notes - History of edit time & dates
The date a Note is created needs to remain as the date on the Note.
When a Notes is edited the date changes to the date it was edited. This needs to remain as the date the Note was created not changed everytime a Note is edited. For instance if it is used for incoming or outgoing mail and the letter was sent or received on the 30/09/2025 this needs to remain as the 30/09/2025. Currently if someone updates the Note on the 03/10/2025 the Note date changes to the 03/10/2025, so you no longer know when the letter was…
4 votesThanks for taking the time to share your idea and feedback on the new Practice experience beta, we are very grateful to our beta participants in helping us build the best product. We've moved your idea to gaining support, 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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Client groups - Work in progress
When using client groups and clicking the Work in Progress Button, there is nothing showing when there is WIP in the group.
It appears the group name is not pushing through the WIP link to the filter properly.
1 voteHi Ben, while WIP should be appearing for all the clients in the group our product teams have found an issue for some users where this isn't loading correctly.
We have intentions to fix this however a couple of other items that they have attention on first, I'll share when work for this gets picked up. Thanks
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Keep main menu and client name on client profile static
I note that when I am in the "Clients" and other tabs the top two toolbars (green and white) disappear when scrolling. It is very annoying that you can't see the client's name and other tabs at a glance. Is it possible that these two toolbars can remain static?
Thank you.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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export client data - eg phone numbers to my phone system
With the new layout the old reports - even the customisable ones do not have all these new fields that can be chosen and exported.
Eg there are now multiple phone fields which is great but I use this data to export to my phone system but now I cant.
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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add in address to columns than can be chosen
Client name, Email and phone are there. I want to be able to choose address/postal address as well as other suitable columns
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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Contacts - Ability to Archive contacts in XPM
When we are archiving a client there should be the ability to archive the contacts (if they are not linked to an active client profile). Or at least be able to Archive them from the contacts page https://hq.xero.com/clients/contacts
Currently the only option is to edit or delete, deleting is not a great option should you need to follow revisit something in the future.
If you don't delete them, you are then left with the contact appearing in the suggestion list when trying to connect clients to a client profile.
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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Clients - Copy address to Street/Postal
The process for entering addresses for clients needs to be easier and more streamlined. It should default to Australia (the overwhelming majority of clients have Australian addresses). You should also be able to copy street address to postal address, rather than having to reenter the data.
1 voteHi Megan, so we can get a sense of the interest in the two aspects of ideas you noted in this idea I've just split the second to this post so we can track these separately. If there are any plans made for either of these improvements we'll share on the respective idea. Thanks
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Clients - Default address to practice region e.g (AU)
The process for entering addresses for clients needs to be easier and more streamlined. It should default to Australia (the overwhelming majority of clients have Australian addresses). You should also be able to copy street address to postal address, rather than having to reenter the data.
1 voteHi Megan, thanks for your feedback on the new Partner Hub experience when entering client addresses. Your input is valuable to and appreciated. We have moved this idea to Gaining Support and the Product team will be looking over all the feedback from our customers/partners so they can get a better idea of the experience and functionality of the new platform. Thanks again for sharing this with us.
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Client - Upload photo
Keep the Salutation where it was before.
and be able to upload client photo in their Profile.1 voteHi Arnie, thanks for your feedback as part of the Xero Partner Hub beta.
I can see you're already joined in this idea for the Salutation when adding a new contact and we'll keep you updated on that through the idea there.
I've slightly adjusted the title of your idea here to focus on the 2nd point you've raised for adding a logo so we can get a view of the interest in this too. 🙂
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Clients - Add Clients to contacts from the Contacts screen
On the Contacts information page you should be able to associate the Contact with a Client and manage associated Clients from the Contacts information page also.
2 votesAppreciate there are different flows for when and how you might update this sort of information, Christopher. Thanks for sharing how we could improve this association for you.
We'll keep an eye on the interest of your idea here, and I'll let you know if there are any plans made to accommodate.
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Clients - Sync Partner and Manager from a Job with clients
If the Job has a Partner and Manager - carry this across to the client view with a notification for the Admin to check if correct. Most of the time the Partner and Manager will be the same staff as in the job. Result more streamlined for reporting purposes in client manager.
1 voteHi Mel! Thanks for the suggestion - Get how this would streamline things for you. Have shared this back with the team so I'll be sure to let you know if there are any updates planned 😊
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Clients | Invoices - Sorting invoices numerically
The previous post on this one has been closed for comments, but the resolution isn't complete. The invoices are allegedly now sorting by most recent invoice number first, but it doesn't work when you go over invoice 9999 to 10000 for example, 9999 is at the top and all the 10000's are further down the page (which is significant for weekly invoiced clients).
Also invoices transfer from current to archived when there is any payment attached to the invoice, even if it is only part paid.
1 voteThanks for sharing and feeding back on the change, Megan. I'll share this back with the team. We'll let you know here if there are any further changes planned.
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Practice tools | Client - Replace the fax number field with mobile phone number
There are client level fields for phone and fax numbers. We have not had a fax machine in the office for a number of years. and it would be more useful to have these fields nominated as landline and mobile numbers. Consideration would have to be given to how this meshes into FYIDocs and FuseSign as FuseSign has issues if the phone number field does not meet its defined parameters.
71 votesThanks for sharing the details that'll help you better manage clients in your practice. With the new clients experience within Xero Partner Hub you'll soon have new client fields including the ability to enter multiple email and phone numbers so you'll have a place to record client mobile along with other contact numbers.
Xero Partner hub will be rolling out to partners in early 2026. You can register your interest for early access on our website now. We'll return to update when this is rolled out.
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Practice Tools | Clients - Bulk email update of a client
Currently we can update a clients physical/postal address and then update all those relevant in the group using the pop up 'Update relevant client addresses'. It would be so helpful and save time to be able to do this for the EMAIL address of a client.
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Practice tools | Client - Add multiple email addresses for client
We need the ability to add multiple email addresses for a client. Not extra Contacts, but the main email address for a client. Currently you can only enter one email address, this is the address that tax payment letters (for example) are automatically sent to. However, some clients want these to go to more than one address. We have to keep a separate spread sheet and our Tax administrator needs to manually send tax payment letters to those clients.
Something similar to Xero Blue, where you can add an extra email address for invoices and statements to be sent to,…403 votesHi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.
As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.
One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊
We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…
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Practice tools | Clients - Date of death field for client details
Date of death field to add in to client details would be helpful
259 votesHi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!
With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.
This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website
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Practice tools | Clients - Ability to share one client across multiple practices
A lot of businesses use both a bookkeeper and accountant practices for different work. Therefore both practices should have the ability to have the client on their practice lists
4 votes
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