20 results found
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XPM - Restore number of notes & number of tax returns indicator on Client
Following the XPM updates in November and December 2025, the Tax Returns and Notes tabs no longer indicate whether a client has any open tax returns or existing notes.
This indicator was previously used to quickly identify active items on a client without needing to open each tab, we are particularly missing the notes indicator.
As similar indicators are still shown for Jobs and Invoices, it would be helpful for consistency and usability if this functionality could be restored for the Tax Returns and Notes tabs as well.
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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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.
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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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.
13 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.
13 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
13 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.
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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Clients - Pinned notes show on information page
Pinned client notes should be shown on the client information page. Would help for things like a credit hold on a client. Warning
6 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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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.6 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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Client | Tax Return - No longer shows number of active returns
In the old xero version, when you clicked on a client you could see a number next to "tax returns" for that entity. Now you have to click on the group to view, then click on Tax Returns to see who as an active tax return/activity statement.
It would be helpful, that when you open a client, you can see if there are any active returns without having to click on "Tax Return"
The new top toolbar, shows Active Jobs, but need it to show active Tax Returns.
5 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 | Contact - Make email address optional
new XPM experience - Client contact now has a mandatory field to enter an email. Not all contacts have emails, so having to use an internal firm email just to be able to add someone who we only ring. Wasn't like this in the previous version of XPM. There are still clients out there who do not wanted to be contacted via email as they are in rural areas where it is unreliable or they only want to be called to collect so only a telephone is required. Xero response was to put this to here. So hopefully someone in…
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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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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Add 'Practice Information' to the Main Menu Bar
Currently, Practice Information (which contains key firm-wide settings, addresses, and details) appears to be missing a direct link in the main navigation menu (the left-hand sidebar).
Issue: Users must navigate through multiple menus or settings screens to find and update core firm details.
Request: Please add a clear, direct menu item for Practice Information to the main vertical menu bar for easy and immediate access.
Implementing these changes would be a significant quality-of-life improvement for all XPM users. Thank you for considering this feature request!
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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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.
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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Practice tools | Navigation - Ability to Star and favourite clients
The removal of this marker in the latest XPM upgrade has a significant impact on administrative functions for client groups - we use it to indicate the main billing entity within large groups of clients and can now no longer see how the client prefers to be billed for their work without going into multiple client records to check if a billing group has been set
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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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…
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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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.
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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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 created1 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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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 👋 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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Automatically Retrieve from ATO (Activity Statement) - new menu is dumb
Previously, checkbox options were all visible, without clicking.
Now I have to click and see the options (extra clicks, I don't want extra clicks).
Previously, I could click Opt Out and it would opt out... now I have to uncheck 3 x boxes (extra clicks, I don't want extra clicks). If I wanted to opt in, I could uncheck Opt Out and it would opt in... now I have to check 3 x boxes (extra clicks, I don't want extra clicks).
What is it about making the product more efficient, not less efficient, do you not understand?
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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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 👋 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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