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  1. 97 votes

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    Wendy Litherland supported this idea  · 
  2. 126 votes

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    Wendy Litherland supported this idea  · 
  3. 63 votes

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    Wendy Litherland supported this idea  · 
  4. 83 votes

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    Wendy Litherland supported this idea  · 
  5. 314 votes

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    Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.

    We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here

    Wendy Litherland supported this idea  · 
  6. 160 votes

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    Hi community, thanks for all your inputs and support in this idea so far. 

    💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business. 


    If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here. 

    Wendy Litherland supported this idea  · 
  7. 257 votes

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    Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!

    With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.

    This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website

    Wendy Litherland supported this idea  · 
  8. 32 votes

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    Wendy Litherland supported this idea  · 
  9. 566 votes

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    Wendy Litherland supported this idea  · 
  10. 173 votes

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    Wendy Litherland supported this idea  · 
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    Wendy Litherland commented  · 

    It would be great if we could add other relationships than the following:

    Director, Shareholder, Trustee, Beneficiary, Partner, Settlor, Secretary, Public Officer, Spouse, Parent Of, Child Of, Appointer, Member, Auditor, Owner.

    I.e., sibling, cousin, executor, bookkeeper, employee etc - ideally we'd love to be able to use it to create a mind map of entire groups and how they are interconnected

  11. 24 votes

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    Wendy Litherland supported this idea  · 
  12. 45 votes

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    Wendy Litherland supported this idea  · 
  13. 16 votes

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    Wendy Litherland supported this idea  · 
  14. 154 votes

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    Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.

    Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.

    Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.

    We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.

    Wendy Litherland supported this idea  ·