1008 results found
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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.
7 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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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.
8 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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XPM (New experience) - Show full details of additional contacts on Client record
Enable full visibility of Contacts when accessing via Additional Contacts area in Client screen.
Currently, when we access a Contact via the Additional Contacts section of the Client screen, not all contact fields are displayed.
Furthermore, when editing or adding a new contact, we cannot edit or access all the contact details. We cannot add or edit Mobile numbers or custom fields for Contacts. To access these, we have to exit the Client screen and access Contacts separately via Clients > Contacts.
This adds a lot of extra steps that can be avoided by ensuring full visibility and full access…
12 votesThanks thanks for sharing this idea about improving contact visibility in the Client screen. We appreciate you taking the time to explain how streamlining access to contact details could help your workflow.
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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XPH - Detailed business structure when viewing client group
Prior to the new XPM update, viewing a group provided a detailed breakdown of each client's business structure. The new layout simplifies this into broad categories (individual, company, trust, partnership, other), meaning you now have to click into each client to see the specific details. For example, 'other' represents a range of options such as departing client, on hold due to non-payment, or a non-client entity. This makes it harder to understand a client's status at a glance. Reintroducing the full business structure breakdown would significantly improve efficiency by allowing users to quickly interpret each client's status without needing additional…
10 votesHi Hannah, thanks for sharing your thoughts on the business structure view in Xero Practice Hub. It’s helpful to understand how important it is to see clearer client details at a glance when you’re managing groups of clients.
Your suggestion around having a more detailed business structure breakdown makes sense, especially as broader categories like Other can cover a mix of different client situations.
We’ve now moved this idea to Gaining Support, which means it’s open for the community to vote and add comments. This helps us understand what’s most valuable to you, and we’ll keep you posted as things progress. If others would find this useful too, feel free to share your thoughts.
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XPM - Monthly Productivity Pie Chart
Currently the productivity pie chart on the home page only reports on a weekly basis. It would be great if the home page can add a 2nd productivity pie chart which is set to report on a monthly basis. Most accounting firms/staff have monthly productivity targets, so this is why it would be a wonderful way to track MTD productivity results instead of only weekly.
22 votesThanks for submitting your idea, Warren.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Clients - Don't open a new tab when clicking on a job
Discontinue to automation of opening a new tab each time you click on a job
8 votesThanks for sharing your feedback on how jobs open in XPM. We appreciate you taking the time to let us know how this impacts your workflow.
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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AU Tax - Non Depreciable asset to roll forward
Currently in Xero Tax, non-depreciable assets entered into the rental schedule do not roll forward into future income tax returns (ITRs), creating unnecessary manual data entry and inconsistency.
Suggested improvement: Add support to roll forward non-depreciable assets (such as land) within the rental schedule when generating the next year’s return to maintain asset continuity and save time.
23 votesThanks for sharing your idea in the forums here, Subegh and to those that have already shown support.
We are keen to get a better sense of the wider interest from the community in this, here.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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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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Xero Practice Hub - Option to email directly from Client list
Having the ability to email a client directly from the 'Search clients' area to avoid opening the client file.
If you search a client & click on the email in the column, there is a pop up just showing the email address again. This should be interactive so you can click on it & an automatic pop out to a new email opens, using your default program. Outlook in my case.
If I need to email multiple clients in a row, this method would be faster than opening each client file to automatically email then going back to search again,…6 votesHey LInda, thanks for raising this idea with us. Having the option to email a client directly from the client list in XPH is not something we have planned but we have moved this idea to Gaining Support so we can monitor votes and comments. Now all you need to do is share this with friends and colleagues to add their votes and comments!
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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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Partner Program - Eliminate 60-day Subscription Requirement
This may not gain much traction with established partners, but for those of us who are new to Xero and are working to establish a business, the requirement to sign on a client within 60 days is a problem. At one time, the requirement was 90 days but was shortened to 60 in 2017.
It should, however, not exist at all.
Note that your closest competitor has no such requirement.What management may not realize is that it comes across as a threat from the beginning, which frankly stopped me from signing up for the program for a while. Now…
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you David. We'll open this idea up to the community so they can share their thoughts and add votes. Make sure to share this with your friends and colleagues who might also benefit from the implementation of this idea.
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Xero Tax (NZ) - Change colour of Mark as Approved and Mark as Signed buttons
It would be good if the "Mark as Approved" and "Mark as Signed" buttons in XPM were different colours rather than the same green. It is very easy to click on Mark as Signed in error.
5 votesThanks for sharing your idea relating to changing the colour of the buttons in XPM, 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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AU Tax | Trust Tax Returns - Multi business Worksheets
After discussion with Xero support it would be beneficial to have the option for multiple business worksheets added to the Trust Tax Returns.
4 votesHi everyone, thanks for sharing this idea. We understand you’re looking for a way to manage multiple business activities within a single Trust Tax Return.
The suggestion is to support multiple business worksheets within one return, making it easier to capture different business streams separately while keeping the tax file organised.
For now, some practices use external spreadsheets to consolidate and track this information before completing the return. We'll continue to track the interest on this idea here.
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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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