Settings and activity

6 results found

1. Practice Tools | Clients - Bulk email update of a client

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   submitted  ·  3 comments  ·  Practice tools » Clients  ·  delete…  ·  Admin →
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   Sunita Phillips supported this idea  ·  13 December, 2025

2. Practice Manager - Display Name for clients

   34 votes

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   submitted  ·  9 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Sunita Phillips supported this idea  ·  13 December, 2025

3. NZ Tax - Option to toggle between client display name and legal name on ITR

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   submitted  ·  0 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Sunita Phillips supported this idea  ·  13 December, 2025

4. Client - Search Using TFN & ABN

   32 votes

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   10 comments  ·  Practice tools » Clients  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi everyone, thanks for sharing this idea. We understand that being able to quickly find client profiles by key identifiers like TFN or ABN would help when managing a large number of clients.

   The suggestion is to allow TFN and ABN searches directly from the main search bar, making it easier to locate the right client without needing additional steps.

   For now, you can use client list filters or reports to search and cross-reference these details. We'll continue tracking this idea and update you here if this progress.

   Sunita Phillips supported this idea  ·  13 December, 2025

5. Clients - Copy address to Street/Postal

   31 votes

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   5 comments  ·  Practice tools » Clients  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Megan, so we can get a sense of the interest in the two aspects of ideas you noted in this idea I've just split the second to this post so we can track these separately. If there are any plans made for either of these improvements we'll share on the respective idea. Thanks

   Sunita Phillips supported this idea  ·  13 December, 2025

6. Audit Trail Report

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   84 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

   Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

   Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

   That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be most helpful for you.

   • User Permissions - History recorded of role changes and ability to add description
   • History & Notes | Include item for invoice Sent (Via email or E-Invoice)
   • Contacts - View all transactions history & notes from contact record
   • Document pack - History of reminders sent in Tax

   Since this idea was originally started we’ve uplifted the History and Notes to provide easier control and search of events, and we're continuously working to improve reporting and data integrity in Xero.

   Your details and insights shared here have all been fed back to our product teams and are incredibly useful as we shape our future roadmap. We appreciate you all for sharing your thoughts.

   Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

   Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

   Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

   That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be… more

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   Sunita Phillips commented  ·  11 April, 2022  ·  Edit…  ·  delete…

   I particularly think the amount of time logged in on a client also helps with time billing queries from client.

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   Sunita Phillips supported this idea  ·  11 April, 2022