Settings and activity
131 results found
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34 votes
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Vicki Carlisle
supported this idea
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10 votes
Thanks 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. 🙂
Vicki Carlisle
supported this idea
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4 votes
Thanks for highlighting this opportunity. Retaining previous suspension reasons could give better visibility of a return's history after the suspension has been removed. This could be particularly useful when reviewing older returns or understanding why a return was previously paused.
I’ve updated this idea to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and share how you’d like previous suspension details to appear.
Vicki Carlisle
supported this idea
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6 votes
Hi everyone, we have started this idea off the back of the original post here so we can get an understanding of support for being able to show or hide columns on a user basis within AU Tax.
Being upfront, we don't have any plans for this at present but would like to get an idea of the interest through this idea.
An error occurred while saving the comment Vicki Carlisle
commented
I'm finding the "Open" button is allll the way over to the right, when I have already run my eye down the list of returns. I'd rather have the old system when you just click on the name to open the return.
At worst, have the ability to move the Action/Open column to a better location like just to the right of the name.
Is there ever any other option besides Open in this Action column?Vicki Carlisle
supported this idea
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2 votes
Thanks for raising this idea, Sarah. Being able to print or download a specific tax schedule as a standalone document could make managing working papers more straightforward.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. Add your vote and let us know which schedules or worksheets you’d find most useful.
Vicki Carlisle
supported this idea
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1 vote
Hi 👋 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 🙂
Vicki Carlisle
shared this idea
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5 votes
Thanks for sharing how having separate signing steps for the client and partner in Tax Manager.
We understand how being able to send the return out to sign for the client first, followed by a separate partner signing step, could provide greater clarity and control before the return is lodged.
Though we don't have specific work planned for this yet, we’ll continue to monitor the feedback and support for this request.
Vicki Carlisle
supported this idea
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14 votes
Hi everyone, thanks for the suggestion. A dedicated Overdue tab in Tax Manager would make it easier to quickly see filings that have passed their due date, rather than relying on filters or scanning for overdue indicators.
At the moment, you can use status filters or sort by date due in the returns list, but we can see the value in having a clearer, dedicated view.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams for consideration.
Vicki Carlisle
supported this idea
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337 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
An error occurred while saving the comment Vicki Carlisle
commented
I'm just looking in XPH and there's no History or Audit Trail on client records. Tax Manager has limited details of edits and status changes. But Bank accounts, TFNs, personal details - there is just no method or record of what has been changed or accessed.
There's no way to track who has updated or changed a client record at all. With the Privacy Act requirements we should be able to see even who has viewed a client record.
An imagine if you had a staff member who decided to maliciously change or delete client details. Bank accounts, TFNs, personal details.
I think this is really important, and should be basic functionality for software, particularly when we are dealing with legally sensitive personal information.Vicki Carlisle
supported this idea
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27 votes
An error occurred while saving the comment Vicki Carlisle
commented
Yes, that would be actually useful AND take data storage costs off Xero.
Vicki Carlisle
supported this idea
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121 votes
Hi everyone, thanks so much for taking the time to share your feedback and support this idea. We’ve taken another look here and, while we don’t have plans to develop DOCX further, we have released and are continuing to roll out our invoice editor. It’s replacing the Standard branding theme first, and from there will continue to evolve with more of the invoice customisation we know customers are looking for across things like logos, fonts and colours.
We know this won’t be the update some of you were hoping for, especially for those wanting more flexibility in how invoices look and feel. To help keep updates relevant to the specific changes being asked for, we’d really encourage you to add your vote to the ideas below, as they’re more closely related to those points:
Vicki Carlisle
supported this idea
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5 votes
Thanks for sharing your idea, and letting us know the changes you'd like to see to the tax return cover page.
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.
An error occurred while saving the comment Vicki Carlisle
commented
This area is meant for client contact information - look at the ATO form. Agent details are in a separate area.
Vicki Carlisle
supported this idea
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74 votes
Hi everyone, we appreciate interest from you all here in being able to adopt autosave into Quotes. Across the board there are mixed reviews from users that would, and those that would not like to see this enhancement across Xero features.
Right now, the current experience requires you to click Save on the quote before navigating to another screen in Xero.
We appreciate there are other contributing factors to the need here like session timeouts and internet connectivity.
Being upfront this isn't a feature we have roadmapped at this time, however our product teams are aware of the needs and interest of this here and will take this into consideration as they continue to plan the future of Quotes across Xero. If there are any plans to progress this we'll make sure to keep you all informed and updated through this idea. Thanks
An error occurred while saving the comment Vicki Carlisle
commented
Kelly comment on 10 July 2026 "Across the board there are mixed reviews from users that would, and those that would not like to see this enhancement across Xero features."
I haven't seen anyone saying they DON'T want Autosave, where are they?
Vicki Carlisle
supported this idea
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1 vote
Thanks for sharing this idea. We understand the request to display user notes above the system history in tax returns. Having key notes more prominently positioned could make it easier for reviewers to find important context without scrolling through the full history.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and let us know how you'd like the notes to be displayed.
Vicki Carlisle
shared this idea
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9 votes
Appreciate the feedback, Martin. As you noted you do need to search ideas first and to create one you'll need to enter a forum and search where you'll then get an option to Post a new idea if lone of the results doesn't match what you're after.
Understand how this could be simpler and while we don't have any immediate plans on this, we;ll update you here if any are made.
An error occurred while saving the comment Vicki Carlisle
commented
Yes I'm finding this too - I've just searched for the idea, and there's nothing remotely similar, so the option to ADD IDEA should just be a prompt?
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41 votes
Thanks for sharing this idea 🌟 We can see how an extra confirmation step before deleting a transaction could help prevent accidental deletions and give users more confidence when making changes.
We’re moving this idea to Gaining Support so we can better understand how many customers would value this and the different scenarios where it would be most useful. If this would make a difference for your workflow, please keep the votes and examples coming as they help our product team assess the impact.
We’ll continue to monitor the feedback here and share any updates as we learn more.
An error occurred while saving the comment Vicki Carlisle
commented
And with the changes to Files, if you delete a transaction the attachment is gone forever too.
Vicki Carlisle
supported this idea
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9 votes
Appreciate you sharing your feedback on the Tax Manager beta, Serge. Our product team are paying close attention to the feedback we're receiving on this to understand how we can keep developing this experience. I'll be sure to share if there are any plans for providing this visibility of the status of a return.
Vicki Carlisle
supported this idea
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90 votes
Thanks for sharing your feedback on introducing audit trail functionality to XPM. We appreciate you explaining how important visibility and accountability are for managing teams and tracking job performance.
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.
Vicki Carlisle
supported this idea
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68 votes
Thanks 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.
Vicki Carlisle
supported this idea
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117 votes
Thanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.
While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.
An error occurred while saving the comment Vicki Carlisle
commented
I'm finding the search TOO broad - I typed in Sydney to find one client with that in the name and it also gave me all clients with an ADDRESS in Sydney!
Even if we had a choice of the most popular fonts it would help here. The one Xero uses is not in Acrobat so gives a lot of errors.