50 results found
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Client - Layout: Move name to centre of page
The Client Name used to be clear and in the centre of the page before the new update. Now, I forget which client I am in, and it is easy to get it mixed up with the Referral Source.
8 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to make changes to the layout of the client page 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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XPM - Ability to Archive contacts
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.
10 votesHi everyone, thanks for your feedback on archiving contacts in XPM. We appreciate you explaining how this could improve your workflow when managing archived clients.
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 Ask - Develop ESIGN within Xero
It would be nice if client that need to sign the report were able to be send an electronic copy and are able to sign electronically via the ask function. Instead of needing to use a third-party application. It would greatly assist with record keeping and making sure all the imported items are stored withing one app.
3 votesHi there 👋, it sounds like you're aware of the existing functionality of Xero Sign powered by Adobe Acrobat but you're wanting Xero to build this capability within Xero Ask itself?
Being open this isn't something we have any plans around atm, but will get a sense of the interest from the community in this through your idea here.
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Clients - Adjustable Column Widths
Allow adjustable column widths in the Clients screen (like Excel), especially for the Client Name field. Long entity names are currently truncated, making it difficult to identify clients. Also allow adding additional columns such as ABN and Address. This will significantly improve usability for practices managing large client bases.
3 votesHi Navnit, appreciate your sharing here. We understand you’re looking for adjustable column widths in client view so you can view important details like longer client names without needing to open each record.
Having more flexible grid layouts could make it easier to review client information and manage records more efficiently.
We'll keep track of this idea here and will update if there's any progress.
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Clients - Export client data (eg phone numbers)
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.
5 votesHi Matthew, appreciate you sharing how the ability to export clients' information can supports your workflows, particularly when integrating with external systems like phone or CRM tools.
This idea has now moved to Gaining Support, which means it’s open for the community to vote and add comments. With the new layout, some of the fields available in the old reports, like multiple phone numbers — aren’t currently included in exports. Hearing how this affects your workflow, and what fields you’d find most useful, helps our product team understand the real-world impact and prioritise improvements.
We encourage anyone who would find this useful to add their votes and share how it could benefit their practice. Thanks for helping us make Xero even better.
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Practice tools | Client list - IRD Number visible
Would it be possible to have the IRD number visible on the front client page (as an option on the column dropdown)
4 votesThanks for your feedback on adding IRD numbers to the client list view. We appreciate you sharing how this could help streamline your workflows.
We're moving this idea to Gaining support, which means the community team have reviewed it and it's now open for votes and comments from the community. If this feature could benefit your practice, please vote and share how you'd use it. Your input helps us understand which improvements matter most to our accounting and bookkeeping community.
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Clients - Summary of workpapers status within the client view
This isn't a workpapers-specific solution, but the ability to see the status of workpapers in the clients section of the PartnerHub could have great development opportunities. It would be very useful to give a quick snapshot of the client and if it was also available as a column in the global client view you could filtering by work completed/ in progress/ not yet received. Furthermore, giving developers access to the API for this field would also open up other opportunities.
5 votesHi team, we appreciate you sharing with us on how we could improve the use of new Workpapers and managing client for you here.
This is an idea we have close eyes on and will be sure to share any updates with you all here.
In the meantime, please remember to share the idea with any colleagues you feel could benefit from this to and they can votes and support on this here. Thanks
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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.
7 votesHi 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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Have the option to make a custom field mandatory
Have the option to make a custom field mandatory when creating a client profile in XPM so the client profile can't be saved without the custom field being populated
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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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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 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Client - Add a dedicated "Trading As" field to client's record
This request is for an additional “Trading As” name (or T/A) field to be added to XERO on “Contact” level. This T/A name must then also appear on the client invoices below the entity Legal Name. This T/A field must also be available separately on Client reporting level.
Examples of current problems we are experiencing:
The “Contact name” field is used to populate the name of the entity on the Invoices and various Reporting.This "Name field" in most applications or software programs must only contain the entity formal Legal Name. As several of our clients use a "Trading As"…
1 voteHi Juanita, thanks for sharing this suggestion. We understand that when you’re managing client records, having a clear way to separate legal names from trading names can be helpful.
The suggestion here is to add a dedicated Trading As / DBA field to contact records, so this information can be stored separately and be easier to find when managing invoices, statements, and client details.
We’ve moved this to Gaining Support so we can continue tracking interest and gather more examples from practices that use trading names as part of their day-to-day workflows.
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Practice Tools - Return to Group view after archiving a client
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…3 votesWe appreciate you submitting your idea and identifying key areas for improvement.
After a successful review, your proposal is now eligible for community backing. We encourage you to reach out to colleagues who might benefit from this feature so they can add their support.
Additionally, the community can provide further context in the comments on how this update would improve their workflow.
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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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XPH - Add field for Trustees IRD number in Trusts Additional Contact
Client Information - Trusts - Additional Contacts - as we now have to have all Trustees IRD numbers for Trust tax returns, would it be possible to please add a line for Trustees IRD numbers in addtional conatcts?
2 votesHey Lynette 🙂
Thanks for sharing this idea — I can see why having a field for Trustees’ IRD numbers under Additional Contacts would be helpful when preparing trust tax returns, especially now that all trustees’ IRD numbers are required.
We’re moving this idea to Gaining Support so we can better understand how many practices would benefit from this and the different workflows involved.
Now all that's needed is to share the Idea with your colleagues and friends so they can Vote and Comment!
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Invoice Branding - Ability to Set Payment Terms and Payment Methods at Contact Level
Overview:
Currently, in Xero, the branding theme determines the payment terms and payment method for invoices and bills. While this approach works for general branding purposes, it limits flexibility when managing diverse customer or supplier requirements.Problem Statement:
Many businesses have contacts with unique payment arrangements that do not align with a single branding theme. For example:Certain customers may require extended payment terms (e.g., 60 days) while others operate on shorter cycles (e.g., 30 days).
Suppliers may prefer specific payment methods (e.g., EFT, credit card) that differ from the default settings.Relying solely on branding themes for these settings…
3 votesHi Meehgan thanks for sharing this idea here. Appreciate having the need to have different payment terms for different contacts. While this is not an existing option in Xero, we are adding your idea to gaining support so that other members from the community are also able to add their comments and vote on this. :)
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Keyboard Shortcuts - Restore the ability to open new tab with CTRL + click.
Please restore the ability to open XPM search results in a new tab using Ctrl + click.
I regularly use the search button in the top right of XPM to look up client names. While right-clicking still allows links to be opened in a new tab, Ctrl + click no longer works.
Ctrl + click is a much faster and more natural workflow, especially when moving through multiple clients, so losing this functionality has reduced efficiency. It would be great to have this reinstated.
1 voteThanks for taking the time to share this feedback with us 💡 We understand how important quick navigation is when you're working through multiple clients in XPM, and can see why losing Ctrl + click would interrupt a workflow that previously felt faster and more natural.
Even though right-clicking still provides a way to open links in a new tab, we appreciate that this adds extra steps and slows things down when you're moving between client records regularly. Small changes like this can have a real impact when they're part of an action you rely on throughout the day.
We've moved your idea to Gaining Support so we can continue tracking interest and better understand how many practices are affected by this change. Thanks again for taking the time to explain the impact so clearly — feedback like this helps give our team better context around the workflows that matter…
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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.
4 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 | 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.
3 votesThanks 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 manager - Relationship flow between shareholders and beneficiary
Relationships: Adding the correct group structure while distributions still being able to flow to the right tax entity
We have a company called Sample Company Pty Ltd. The shares of that company are held by Share Company Pty Ltd on behalf of Beneficiary Trust. We should be able to put in that Share Company Pty Ltd is a shareholder of Sample Company Pty Ltd but that the distribution flows through to the ultimate shareholder Beneficiary Trust. Right now, we have to put that Sample Company Pty Ltd has a shareholder Beneficiary Trust which is not actually correct. Xero currently has…
1 voteThanks for sharing your idea with us. We appreciate you explaining how important accurate representation of complex shareholding structures is for your practice.
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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Client - Upload photo
Keep the Salutation where it was before.
and be able to upload client photo in their Profile.2 votesHi 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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