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2 results found

  1. History & Notes: Ability for Advisers to search for a change

    Please can advisers have a more in depth way to search for a particular change. The history & notes filters need an "edited date range" and a filter to search in a particular area e.g. "Bank", "Bills" Invoices"

    e.g. for context:
    Scenario:
    Bank was fully reconciled after a conversion to Xero and remained so up to the end of November 2025 with reconciliation report printed. i.e. at the beginning of December 2025 the November 2025 bank reconciliation fully balanced and matched to the bank statement.

    During January 2026, December 2025 processing was being finalised and it was discovered that the…

    4 votes

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    1 comment  ·  History & notes  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for sharing this idea and outlining your use case. We understand you’re looking for an easier way to search through History & Notes when reviewing changes or investigating balance differences.

    The suggestion is to add more advanced filtering options, such as date ranges or transaction types, to help narrow down specific changes without manually reviewing the full history.

    For now, reports like the Bank Reconciliation Summary and Journal Report can help investigate adjustments and changes. We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of improving History & Notes search.

  2. XPH - Sync Xero Organisation Details with Client record in XPH

    When adding a new client to Practice Manager or HQ and creating a Xero Organisation to link to said client, the basic Organisation details (e.g. ABN, contact details, address details) should automatically pull through to save double entry. This should also work vice versa, when you create the Xero Organisation with all the client's contact details, then create the client in Practice Manager or HQ and link the two, these details should pull through to the corresponding details in PM/HQ

    4 votes

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    1 comment  ·  History & notes  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Jordan, thanks for sharing your idea here. We understand how updating client details in separate systems can add extra admin time.

    A sync between Xero organisation details and Xero Partner Hub records could help keep information consistent and reduce manual update across your practice. We’ve moved this idea to Gaining Support so we can continue monitoring interest and share the feedback with our product teams.


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