Settings and activity
32 results found
-
120 votes
Christie Maitland
supported this idea
·
-
88 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Christie Maitland
supported this idea
·
-
18 votes
We appreciate the interest and attention around this idea, team. As you might've heard, at Xerocon we announced our new Xero Workpapers.
Taking on board feedback from our community to develop this, new Workpapers provides the ability to edit internal queries in Workpapers. We're excited for you to try this new experience and have just begun rollout to Australian partners, with other regions soon to come in 2026. Thanks for sharing how this feature could benefit your practice. We'll return to share once rolled out to 100%.
Christie Maitland
supported this idea
·
-
31 votesChristie Maitland
supported this idea
·
-
13 votesChristie Maitland
supported this idea
·
-
329 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 Christie Maitland
supported this idea
·
-
110 votes
Hi team, thanks for sharing your feedback on permissions here. We really appreciate the strong interest in this area.
With the new client and staff experience, some of you may have already seen the updated Client permissions, which help address part of this need. We’ve also recently introduced a change that allows staff with view-only access to create and edit notes, which also reflects some of the feedback raised.
To be transparent, we don't have any plans in the near term to enable staff to edit contact groups or relationships without full edit access. As the team continues to develop the practice experience, they’ll keep monitoring feedback in this area, and if anything changes we’ll be sure to share an update here.
An error occurred while saving the comment Christie Maitland
commented
This would be a great feature without allowing the staff to have full edit access to the client's details.
Christie Maitland
supported this idea
·
-
43 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.
Christie Maitland
supported this idea
·
-
84 votes
I'm excited to share a major update that addresses this feedback directly. At Xerocon in September 2025, we announced a new strategic partnership with BGL, a leader in compliance and practice software. Together, we are building a new, deeply integrated Workpapers solution that will be embedded directly within Xero Practice Manager (XPM) and Xero Tax. This new solution is central to our compliance and practice tools roadmap and is designed to provide a seamless experience, leveraging BGL’s expertise in document management. We are pleased to confirm that the ability to add, rename, and reorder supporting documents is a key feature of this new BGL-powered Workpapers solution. This functionality is already available in BGL’s core product, which forms the foundation of our new offering. This means you'll soon have the flexibility to organize your documents as you work, without the frustrating workarounds you've mentioned.The new solution will also enable direct data…
Christie Maitland
supported this idea
·
-
22 votes
An error occurred while saving the comment Christie Maitland
commented
Would love if the CSV import would include job budget and job custom fields. It's available on client custom fields why not be available for jobs.
Christie Maitland
supported this idea
·
-
96 votes
An error occurred while saving the comment Christie Maitland
commented
Yes this would be great. We use other integrated software that uses primary contact but the only way we can check the data for this is to check every client which is not possible given our client base.
Christie Maitland
supported this idea
·
-
24 votes
An error occurred while saving the comment Christie Maitland
commented
Also adding in job categories would be wonderful as well as custom fields.
It seems so silly that you can set up job custom fields and job categories, but can't use these when creating a recurring job.
Christie Maitland
supported this idea
·
Yes this would be a great feature to add as it saves a lot of time trying to work out who did what and when it was done.