998 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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Practice Manager - Invoice Templates by Client Type
It would be really helpful if invoice templates could adjust automatically based on client type, instead of having to create and assign multiple templates manually.
For example:
1. Individuals and Partnerships would include the 'Attention' field, but not include the 'Contact Name' field
2. Company invoices would include the 'Attention' field, but not the 'Contact Name' field
3. Trusts, SMSFs, and Charities would include both the 'Attention' field and the 'Contact Name' fieldThis would save time, reduce errors, and ensure invoices are always addressing the legal entity correctly for each client type.
Thanks for considering this improvement!
16 votesThanks for sharing your idea about how you'd like to have different email templates for different types of client.
Please share this page with any colleagues that this could benefit, so they can add their votes and comments about how they'd also like to see this, so they can support your idea too!
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AU Tax - SMS Option for Sending BAS and Tax Returns for E-Signing
We'd love to be able to have the option to send an SMS to a client for BAS signing
11 votesThank you for sharing your valuable idea and letting us know which changes matter most to you.
We have successfully reviewed your submission! Your idea is now available for the community to support.
The next step: Please share your idea with colleagues who would benefit from this change. Their votes and comments are essential for building momentum and demonstrating the impact this improvement could have on their experience with Xero.
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AU Tax - Hide account codes in imported COA in Xero Tax
When data is imported from Xero HQ or a client’s Xero ledger into Xero Tax, the system automatically appends the Chart of Accounts code to the account name e.g. “Sales (400), even when the underlying Chart of Accounts name field does not contain the code.
While this improves traceability, it creates unnecessary clutter in the tax return view and workpapers, especially where codes are not relevant for presentation to clients.
Users also cannot rename or hide the codes within the Xero Tax interface.
I request that a feature be included where you can add an option (checkbox or setting) within…
11 votesThanks for submitting your idea and highlighting the changes that matter to you. It’s now live for the community to vote on and discuss. Encourage colleagues to support it and share how it could improve their Xero experience.
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AU Tax - Enable Rollover of Dividend and Interest Schedules for Non-Client Shareholders in Xero Tax
Enable Rollover of Dividend and Interest Schedules for Non-Client Shareholders in Xero Tax
19 votesHi everyone 👋 thanks for your continued feedback and for sharing your thoughts on this idea. While this idea is not currently on our development roadmap, we are always reviewing feedback to help us shape our product priorities. As a workaround for now, you can use the existing data roll-over function for client shareholders and then manually adjust the details for non-client shareholders. We'll be in touch with another update if there is any change to the status of this idea.
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XPM - spaces in mobile phone numbers format
Please can we have automatic spaces for mobile numbers in XPM eg xxxx xxx xxx
(Edited by Community Manager to remove personal data)
11 votesThanks for sharing your idea about phone number formatting in XPM. We understand that this change could improve number readability.
Your idea has been moved to Gaining support, which means the community can now vote and comment. If this is something you’d like to see, joining the conversation and adding your support helps bring it to the right people in product.
We’ll keep an eye on any updates and share progress here.
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Practice tools | Clients - Error message when client record fails to save
I've just spent too long going through the client record fields to figure out that the reason that the record wouldn't save was a duplicate client code. Before the update, XPM would pop up with something like "client code already in use" or "TFN not valid". Now, there's no message at all. Please restore the error messages!
Further, please restore the ability to update related client addresses all at once.
7 votesThanks for your feedback, Isabel - I have shared this onto our product team and will let you know if there are any updates around the error messaging for you here.
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AU Tax - set default print settings for your practice
It would be great to be able to set default print settings for the practice, especially by tax return type. Recently Xero changed the default and now I have an extra box to untick each time. Pain in the backside. Thanks
13 votesThanks for your idea, Sam. We'll get a sense of the interest in this from the community here.
If there are any updates planned that could improve your print options we'll be sure to let you know.
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Classic Workpapers - Export workpapers to pdf in Bulk
Classic Workpapers - the Ability to export workpapers to pdf in Bulk. In preparation for the end of the classic workpaper, so that we can upload to our document management system for future reference and audit requirements.
6 votesThanks for your feedback on bulk PDF export for Classic Workpapers. We appreciate you 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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Reporting - 'Fit-to-Page' Option for PDF Export
Adding additional formatting options for reports so that we could fit reports to one page when exporting to PDF. Too many financials currently export with one or two line on the last page. This creates messy looking financials that are too many pages.
6 votesThanks for submitting your idea and outlining your key needs. We’ve reviewed it and opened it up for community support 😊
Share it with colleagues who may find it useful so they can cast their vote. The community can now comment and add insights on how your idea could enhance Xero.
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NZ Tax - UOMI should be included in Payment Schedule
Currently UOMI just shows as a note above the payment schedule but is not included in it, so it is easy to miss and doesn't show our clients the total liability.
Please could you include a line for UOMI in the payment schedule as well as including the note which shows the date interest is calculated up to (like MYOB does)?
Alternatively please add a tick box to the Use of Money Interest settings so we choose whether or not to add it to the payment schedule.
Thank you.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Xero Tax - Allocate a percentage of Trust income to beneficiaries from Trust tax return
Would be good to be able to allocate Trust income to beneficiaries as a percentage of all income types.
18 votesWe're grateful for your engagement Joanne! Thanks for letting us know the changes that are important to you.
Our Community have reviewed your idea and now it can gain support from other community members.
You can now continue to add more details about how this would help your business in the comments section, and gain votes from the community.
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XPM - Include Date of Death and additional contact fields in Report Builder
It's great that XPM now has standard fields for Date of Death, additional email addresses (on the client file) and additional physical addresses, however, we cannot run a report to show those fields.
5 votesYour idea is now live! Thank you for sharing your thoughts on how we can improve. To move forward, your suggestion needs community support—feel free to share it with your colleagues to gather more votes. Other Xero users can now also provide feedback and additional details in the comments section to help us understand the potential impact.
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XPM - Sync updated client information via Xero to the ATO Portal
It would be good if we could update client info changes such as change of address or bank account changes directly in Xero that would then update on the ATO Portal. Having used this in another accounting package, it is an extremely efficient process that make sure the client info is updated at both sites. Making these changes directly through the ATO portal gives no (or very little) audit trail.
23 votesHi Jo, thanks for sharing this great idea for improving practice efficiency. We understand how valuable a better audit trail and a more streamlined process would be for keeping client details up-to-date.
We've reviewed your suggestion to have client information updated in XPM, such as addresses or bank details, sync directly with the ATO Portal. This idea is now ready to gain support from other community members.
Along with votes, others can now comment to share how this direct integration would improve the workflow and data accuracy for their own practice. 🙂
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case
Add Client Name within case email confirmations to assist with identification, currently we receive emails into a shared email address where anyone in our xero team could have raised a case for any client, the email we receive does not have the client name for quick identification so could this information please be added into the email text?
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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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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NZ Tax - Cross-Form Validation Check for NZ Taxable Income Figures
Box 29 of the IR10 should match the taxable income per the main income tax return (IR3, IR4, IR6, IR7, etc).
It would be helpful if when running an audit check on a tax return, XPM checks to see whether they match and notifies us when it does not match.
Thanks!
10 votesHi Caeden, thanks for sharing your idea about IR10 validation. It’s great to understand how automatically matching Box 29 with the main tax return could make audit workflows smoother.
The community team has reviewed this and moved it to Gaining support, so it’s now open for votes and comments. If you’d like to see this in action, sharing a bit more about how you’d use it in your practice could help others understand its value.
We’d also love to hear from anyone else with thoughts or experiences around this as it helps our team understand the impact. We’ll keep you updated as the idea develops.
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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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