19 results found
-
Client | Contact - Fields for addressee and Salutation
New contact being added at client level should be able to add Addressee and Salutation as this is needed for all correspondence sent from XPM
19 votesHi everyone, thanks again for your engagement on the addressee and salutation fields here. It's been super valuable to our team as they keep making improvements in the roll out of Xero partner Hub and the unified client experience.
I'm happy to share they've made some recent updates to Contacts and added an option to add Salutation and addressee details when adding a new contact to a client. 😊
To edit these fields of an existing contact click on their name within the Client this'll direct you to the Contact where you can Edit.
-
Clients - Keep all data entry on one page
With the beta, when entering client information, you need to click between different groupings, such as client, tax, business, etc. You also need to save between clicking on different pages - I am unable to get a full picture of the information I have entered in one shot and there is friction added to the data entry experience.
Current xero has these tabs, BUT they remain open when you click the next. Often, I am piecing together information as I go and jumping from top to bottom, or needing to make quick adjustments. This makes more sense and is more…
12 votesHi everyone, sorry we haven't rounded back on this one a little sooner. We have released an improved layout of the Client edit screen. So now you have the option to either scroll the page to the section you want, or can click to navigate to the section from the left side menu 😁
Thanks for your involvement and feeding back with us in the forum here.
-
Clients - Enter dates with keyboard
Ability to enter dates via keyboard entry. Used to be able to enter 5, and it would be the fifth of the current month, current year. Even just the ability to enter the full date would be more productive than having to click through to the day, then month, then year.
12 votesThank you for your engagement with this idea for entering dates via a keyboard in the new practice experiences beta. Taking all feedback on board our team have been concentrating on making improvements and keyboard shortcuts are now available for all date fields, so you don't have to use the date picker. 😊
-
Clients - Ability to add Middle Name when setting up a new client
New XPM Beta - I can see the First Name and Last Name Field when setting up a new individual client, but there is no Middle Name Field?
10 votesHi team, we'd like to share that 'Other' name field has now been added back to Clients in the practice experiences beta, where you'll be able to add the Middle name. Thank you for sharing on this with us, here.
-
Clients - Reduce whitespace to view more details
Too much white space and gaps on the client page means more scrolling to see the info needed. Reduce to normal paragraph gap
9 votesHi everyone, today we released a change to the Client screen where we've optimised the screen to reduce white space so you can see more details at once. We also added alternate row highlighting to improve ease of referencing details.
We really appreciate the feedback we've received about this from you all here. Thanks!
-
Client Codes - Add or Edit
How do you add or edit client codes in Beta? Client codes show in the header but we can't see where they can be added or edited.
8 votesHi team, we've just released a change in the practice experiences beta and you'll now be able to add or edit this field, which has been renamed to 'Client reference code'. Thanks for your feedback and sharing about this here.
-
Clients - Relationships saving wrong Start and End dates
Date entered for Directorship, say 15th of August 2025 - changes to 14th of August 2025.
7 votesHi team, pleased to share the issue with start and end dates for client relationships has been resolved. You should find that these now save with the correct dates. 😊Thank you again for the feedback, here.
-
Practice beta | Client - Ability to differentiate Client and Contact when adding contacts on the client Record
When adding a new contact to a client using client record, you're unable to tell whether you're selecting a client as a contact, or a contact record. Being able to identify this would help with third party app integrations like FYI due to different information being added to a contact vs client record
6 votesGreat to get the validation in this idea from the community here. Thanks for sharing your support. I'm pleased to share that we have made an improvement so you'll now see small 'Client' label next to a Contact that's a client. 😊
-
Relationships - beneficiary relationships between trusts and companies or SMSFs are showing an error message
Relationships - beneficiary relationships between trusts and companies or SMSFs are showing an error message "relationship type may be invalid". These are most certainly valid beneficiaries of a trust.
5 votesHi team, we appreciate your feedback on practice experiences beta. Our team have been paid close attention to the feedback we have been receiving on this to make improvements.
We have made a change to the message that appears so you are no longer blocked from being able to save client relationships. Thank you for engaging with us about this here.
-
Clients – SuiteFiles Integration Update
Previously, when setting up a new client in XPM, the SuiteFiles add-on would automatically create the default folder structure for that client within SuiteFiles. This functionality appears to have been removed, and the folder structure must now be manually created in SuiteFiles prior to establishing the connection with XPM.
We would like to request the reinstatement of this feature to streamline the client onboarding process and maintain integration efficiency between XPM and SuiteFiles.
5 votesHi team, I'm please to share that there is now a new version of the SuiteFiles chrome extension which resolves the issues practices in the Xero Partner Hub beta were facing with the new Clients experience.
You may just need to update Chrome to ensure you're on the latest version 😊
Thanks again for your feedback and engaging on this here.
-
Client - Link to Additional Contacts information
Ability to click on the "Additional contacts" name on the client file to go to that contacts information
3 votesHi team, thanks for engaging and sharing the use of the direct link to Contacts here.
We've released a few recent changes that encompasses the request here. You'll now find a quick link within the Client record to access linked contacts. 😊
-
Client Billing Relationships
Client Billing relationships has stopped working/saving. This is urgent.
The following error is being received:-
A system error occurred and we failed to save the changes
Also, what staff permissions needs to be changed to allow staff to save these relationships?
4 votesHi team, I just wanted to round back here to confirm as you may have also heard through our Xero Support team the issue that was preventing you from being able to save client relationships has been resolved and you should find you are no longer receiving an error. Thanks
-
Client - Dates changing
Dates are changing to 1 Jan 1970 - I'm not sure if it's overridden other data or note, but it won't update.
1 voteHiya Glennis, happy to share that our product team jumped on this and have just released a fix. 😊
Blank date fields on a Client record will now remain blank, and those that were previously defaulting to '1 July 1970' will be reverted and show as blank too. Thank you for sharing with us about this. 🙏
-
Client - Codes disappearing
Client Codes - Beware
We are finding client codes are disappearing on clients when updating a piece of information and saving. This is a big problem.
3 votesHi team, I wanted to return to confirm that we have released a fix for the issue that was causing client codes to not appear when adding or editing these in the client record. This field has been renamed 'Client reference code' and any changes that you make to this field will be reflected properly. Thanks
-
Client - Make Balance date optional
Balance date used to not be mandatory. I usually left it blank.
Now, when I create a client.. Xero automatically puts 31 January in the Balance date field and I can't remove it.
Dumb as.
1 voteHey Sam, thanks to our valued users (such as yourself) bringing this to our attention so swiftly, we are happy to say that the Balance date now be blank by default. We appreciate the time taken to bring these Ideas to us and we are only able to make these changes because of our customers input.
-
Clients - Ability to amend client details in Tax tab
We are unable to edit and save any details in the clients' Tax Tab in new beta XPM. We need to be able to do this ASAP.
1 voteHi Katie, thanks for raising this with us in the practice experience beta forum. Our team have been working quickly to resolve issue and I'm pleased to share that this should be fixed so you can now edit and save details in the clients Tax tab. 🙂
-
Clients - Edit bank account details
Need to be able to edit client bank account details. Receiveing an error when editing or trying to remove them from the client record is prone to causing mistakes in returns.
1 voteThanks for your feedback and raising this with us here, Tina. I want to confirm that our product team have now made a change to resolve the issue with errors practice experience beta users were receiving when trying to edit client bank account details. You should find these working for you properly now. 🙂
-
Clients - See tax returns by group
Previously when you looked at a client Group you could see all the associated tax returns with the whole group.
This is useful for review and billing, and understanding the status of the group.
Would love to see it back1 voteHi Sarah, please to update you that the team have now released a change and now you'll be able to view tax returns at the group level 😊Again, thanks for engaging with us about this here.
-
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,…405 votesHi team, we thoroughly appreciate the support received in community on this idea overtime.
I am pleased to share that the new unified client experience has been released to all practices, that includes the ability to add multiple addresses for a client.
Xero Partner Hub is with a limited group of users atm, and will be rolling out to everyone in 2026.
As mentioned in my last update - knowing that there is also a great interest in being able to set a purpose for each email added we have created a new idea to continue to explore as we keep developing the experience. We will be sure to update you of any progress around this there.
Thanks for your engagement in the forums!
- Don't see your idea?