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  1. 246 votes

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    Gemma Woodham supported this idea  · 
  2. 28 votes

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    Gemma Woodham supported this idea  · 
  3. 36 votes

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  4. 32 votes

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    Gemma Woodham supported this idea  · 
  5. 35 votes

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    Gemma Woodham supported this idea  · 
  6. 70 votes

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  7. 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.

    Gemma Woodham supported this idea  · 
  8. 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

    Gemma Woodham supported this idea  · 
  9. 297 votes

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    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

    Gemma Woodham supported this idea  · 
  10. 36 votes

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    Gemma Woodham supported this idea  · 
  11. 56 votes

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    Hi team, we appreciate the interest in being able to manage part year returns through Xero Tax for NZ. This isn't something we have in our plans at present.

    I can assure you our team are aware of the interest on this idea and if there's any progress we'll let you know through the idea here.

    Gemma Woodham supported this idea  · 
  12. 46 votes

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    Gemma Woodham supported this idea  · 
  13. 56 votes

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  14. 43 votes

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  15. 51 votes

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  16. 51 votes

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    Thanks for supporting this idea, everyone.

    While we know this isn't a perfect solution, the current workaround is to manually track these transfers and we have some help on doing this within Xero Central.

    While we understand the desire for improvements to this process, we want to be upfront that this isn't in our current roadmap.

    As you may have heard from our recent Xerocon announcements there are lots of exciting improvements coming within the Practice space over the coming months that we our teams are developing for.

    While we will move the idea to Not in pipeline, should there be any change around this we will be sure to share with you here.

    Gemma Woodham supported this idea  · 
  17. 46 votes

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    Gemma Woodham supported this idea  · 
  18. 180 votes

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    An error occurred while saving the comment
    Gemma Woodham commented  · 

    Can you send me the link of the idea please?

    Gemma Woodham supported this idea  · 
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    Gemma Woodham commented  · 

    Important when entering Livestock Quantities into XPA

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    Gemma Woodham commented  · 

    When running the Account Transaction report, have the option to see the Quantity Column.

  19. 115 votes

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    Gemma Woodham commented  · 

    Our annual financial statements show the quantities of Milk Solids and Livestock, so we have to manually enter these.

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    Gemma Woodham commented  · 

    Enable the import of the quantity column into XPA for Milks Solids and Livestock

    Gemma Woodham supported this idea  ·