937 results found
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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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XPM - Allow staff to import job costs in XPM without admin access
Currently only administration level can import disbursements and such things. To give a staff member access would mean they also receive access to staff details and such things. Disbursements, especially bulk disbursements, is a task that is not and should not be done by upper management, to limiting access to them is problematic.
1 voteThanks for raising this with us Hannah! We have moved this Gaining Support and now it's up to you to share this with friends and colleagues so they can vote and comment on it. This is something Product is looking at so the more votes and comments the better they can assess the interest.
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NZ Tax - hold tax return until after P1
NZ Tax 50/50 split to automatically prevent INC return from filing before P1 date. When selecting 50/50 split in the XPM Statements area, the INC return automatically drops all P1 payment details from the Income Tax payment schedule. It also suppresses the P1 tax notice from XPM Payments area.
Can it also stop the filing of the Income Tax return until after the P1 due date, or put a warning in the Audit Check that 50/50 has been selected and the filing date is not set.
2 votesHi Sharon, thanks for sharing your thoughts on NZ Tax filing controls. It’s really helpful to hear how automatic filing prevention could support your 50/50 split workflows.
At the moment, Xero Tax doesn’t automatically hold returns before P1, so timing still needs to be managed manually. Some practices choose to set a future Tax Return File Date in XPM, which delays filing until the date they’ve chosen, though we know this won’t suit every setup.
We’ve moved this idea to Gaining support, and it’s now open for the wider community to join the conversation. If you’re open to it, adding a little more detail about your workflow could help others see where this makes a difference.
For anyone else following along, we’d love to hear your experiences too. The more perspectives we gather, the better we can understand the need. Looking forward to seeing the discussion grow.
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New staff Experience - Ability to view staff certification in Staff tab
In the new HQ experience it'd be good to see staff's certifications without having to click into each of them individually
5 votesWe’ve updated the status of this idea to Gaining Support.
Currently, you can hover over a certification to view the expiry date, with colour indicators showing when a certification is close to expiring (yellow) or already expired (red). This idea suggests extending that functionality by including the certification type directly within the Staff tab.
If this change would improve how you work, we encourage you to vote or comment to show your support. Your input helps inform areas of focus for future improvements.
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Xero HQ: archived clients with subscriptions.
Be able to export list of archived clients, especially if they still have xero subscription that was missed to cancel. So that these can be easily reviewed.
We are paying Xero for no reason at all.
Also the ability to bulk change those archived clients eg cancel subscriptions
Perhaps when clients are archived there should be something to flag to remember to do something with the subscription eg cancel or transfer.
Thanks
13 votes -
XPM - End date column into Recurring jobs view
Add the end date column into Recurring jobs view so that you see the jobs that are not active and sort by that column. The job may have a current next date but it has actually been ended with an end date and you cannot tell from the main view without clicking into the job.
1 voteThanks for sharing your thoughts on adding an end date column to the Recurring Jobs view. We appreciate you explaining how this could help manage recurring jobs more efficiently.
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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Contacts - Edit payment options for a specific contact
It would be important to be able to edit the payment option available for a specific contact. Example: I have an international client that I would prefer if they did not get the option to pay their invoices with credit card. That would be useful to edit this within their contact settings so I don't have to manually change each of their invoices.
5 votesHey Fanie, thanks for your engagement and for sharing this excellent idea for managing customer payment options.
We've reviewed your suggestion to be able to set specific payment options within a contact's settings, and it's now open to gain support from other community members. We can definitely see how this would save time by removing the need to manually edit each invoice for certain clients, like your international customer example.
Along with votes, others can now comment to share additional detail on how this feature would give them more control and improve their invoicing workflow. 🙂
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XPM/XHQ - Centralised user management for Apps/Add-ins.
We need a centralised user management solution for add-ins/apps. What is in place now is too unwieldy once you have more than a few clients. Apps are an important part of the Xero proposition and add tremendous value to the platform. The solution would allow clients and practices to manage users across Xero and the apps enrolled for, which would save significant amounts of time and be much more efficient than what is in place right now i.e. having to set-up users indivdually in each app.
1 voteHey Edward, thanks for raising this Idea with us, we appreciate the time taken to put this forward. We understand this change could be a time saver and we have moved this to Gaining Support 💃 We encourage you to share this with friends and colleagues so they can vote and comment and get this idea some traction wiht the Product team.
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Subscription - Keep GST Cashbook Partner Plan
Partner Plan Keep GST Cashbook
61 votes -
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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Business Activity Statement - Improve process of recording 100% GST on Imports
AU 100% GST on Imports - this function needs to be improved. It's 2025 and we are still required to do manual adjustments for GST on imports to get the correct result. It shouldn't be this difficult!
2 votesHi Ryu, thanks for sharing this idea here. Appreciate that you're wanting to see improvements in the way 100% GST on import is recorded in Xero. We've moved this idea to Gaining Support and now it's up to the community to get behind it. In the meantime, we'll monitor this idea for more traction.
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Manual Journals - Suggestion to add auto-reverse date to posted journals
When creating a journal and posting it, if we want to go back and make it an auto-reversing journal, the only way is to click "copy" or "reverse" then enter a new journal at a required future date. When doing this, Xero does not link the two (i.e. does not recognise the new journal as an auto reversing journal with the usual hyperlink and note). My suggestion is for Xero to keep the "auto reverse" field open when editing already posted journals. Two example use cases:
1) Accidentally posted journal as a standalone journal and want to then make it…
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
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 Tax AU - Item D6 Low Value Pool
Low Value Pool:
Xero has locked the entry of low value figures taken from Quantity Surveyors Report for rental properties in tax - item D6 and insists on creating low value pool schedule by entering the asset.
Per advice I received from specialist, I entered the figures and date from the beginning of low value pool e.g. 01/07/2019 with starting amount of $431.00. The following errors and issues come up:
1. The calculated amount was $162 which was claimed five years ago
2. On validation Xero gives error and asks for a date in current year i.e. between 01/07/2024 to…2 votesThanks for sharing your idea, and letting us know the changes that matter most for you. It is recommended that for assets purchased in the current year, enter the date they were first used; otherwise, leave that field blank. Also, note that the Xero Tax Low Value Pool is not a comprehensive asset register and therefore does not record the original purchase cost. We've added this idea to Gaining support and it is up to the community to get behind it and support it.
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Practice Manager - Milestones option to view at the top.
Since the XPM update (April 2025) milestones in XPM are now at the bottom of jobs. They should be at the top of the job (as they were previously) so that they are one of the first things we see on a job. We use milestones to remind us of important filing dates so relegating this to the bottom of jobs requires too much scrolling and is very frustrating.
7 votesHi everyone, digging into this idea a little further we'd like to confirm that the layout of the job details view was not changed as part of the developments.
We made updates to the look and feel of the job details page, however the order remains the same as the older experience.
It'd be good to get more understanding through feedback here of the change you're looking for here to help your experience managing your practice. Thanks
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XPM - Client WIP view
When reviewing WIP for a client you can't see the title of each job without clicking in to it. Could we please make the job column wider so we can see what the job is without opening it.
18 votesThanks for sharing with us here in Product Ideas, everyone.
We're working on modernising the client record user interface(UI) and your idea here is being worked into this change.
We'll first be making this available to our UK practices, with the aim of eventually expanding this to all regions. I'll be back to confirm as this starts to roll and give more detail of the change.
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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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Workpapers | Transactions - Column for mileage
Allow a Column on your main page of transactions for mileage so you can add the mileage to the column for sales to be calculated
I am a private hire driver and this I believe will benefit taxis and private hire drivers or people who do a lot of driving as a business.
Can they not add another column on this page that we can add the mileage for each job that can then be calculated at the end of year as you do with what fairs come in or sales coming.
Again, this would benefit greatly for small businesses…
4 votesThanks Simon, it does appear that you're referring to the jobs related to workpapers directly that you'd record mileage for.
This isn't something that we have plans for right now, but we'll track the interest and share if there are any changes to update you on.
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Xero HQ | Insights - Colour Adjustment to Bank Reconciliation Status
It would be beneficial for the Bank Reconciliation Status to return positive insights as well. I have attached a rough adjustment for the 'Up to date' flag, and I feel the slight CSS value adjustment here makes it more visible that the Bank Reconciliation is in fact up to date.
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you highlighting how visual improvements to the 'Up to date' status in Xero HQ Insights could make positive reconciliation statuses easier to spot.
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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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.
2 votesHi 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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XPM - Report for Prepayment or Miscellaneous Invoice
Hi there, we would like to have a report in XPM to show all the invoices. This would include the normal invoices and prepayment invoices(miscellaneous invoices).
2 votesHi Martin, thanks for sharing this idea! We totally get how useful it would be to have a dedicated report for prepayments and miscellaneous invoices in Xero Practice Manager. It could save time, cut down on errors, and make reporting a lot easier.
Right now, there’s no built-in option for this, and we know the manual workarounds aren't ideal.
This idea is in the Gaining Support stage — so if this matters to you, we encourage the community to keep voting and sharing their inputs! Your feedback really helps us shape what comes next.
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