Practice tools

4 results found

1. 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.

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   4 comments  ·  Clients  ·  delete…  ·  Admin →
   Feedback  ·  AdminRidhwaan Uddin (Admin, Xero) responded

   Thanks 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.

2. 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.

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   15 votes

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   3 comments  ·  Clients  ·  delete…  ·  Admin →
   Feedback  ·  AdminRidhwaan Uddin (Admin, Xero) responded

   I 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!

3. 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.

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   0 comments  ·  Clients  ·  delete…  ·  Admin →
   Feedback  ·  AdminRidhwaan Uddin (Admin, Xero) responded

   Hi 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.

4. 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.

   1. 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 find the Group.

   2. In one tab I have the client Groups, I create the group there. In another tab I have the Clients list, when I have a client selected and go to 'Add to group', the newly created group I made isn't on the list, it only appears if I refresh the page. This tells me that the list is static, created upon loading the page, whereas previously it would be dynamic, loading it when the Add to group button was selected and when you searched for a name.

   3. When I go to add a client or clients to a group, if I have selected everyone in my search results (i.e. I search for an individual with a specific name, or a couple with a unique surname), upon choosing to add them to the selected group it will say "0 clients added to 1 group" and not add them. This means I need to parse my search to be less specific so that the client(s) I want to add aren't the only results in my search (eg: instead of searching 'Aardvark' to add Todd Aardvark to a group, I need to search 'Todd' to get Todd Aardvark, Todd Gopher, Todd Sasquatch, etc), or select each individual client in a search that returns the two results I want to add and add them to the group seperately. I can add multiple clients to a group (eg: Search for and add a bunch of clients with the surname Smith to a group, but not all clients named Smith are selected to be added to that group), but if it's everyone selected it doesn't work.

   4. Upon adding clients to a group, it doesn't deselect the clients and the group, meaning I have to do so manually or refresh the page.

   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.

   1. 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… more

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   0 comments  ·  Clients  ·  delete…  ·  Admin →
   Feedback  ·  AdminRidhwaan Uddin (Admin, Xero) responded

   Hi 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.