Settings and activity
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108 votes
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Allison Scholar
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8 votesAllison Scholar
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20 votesAllison Scholar
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11 votes
Hi community, with Xero Partner Hub you'll soon have the ability to add any column to your Client List that you like! 😊
Read up on this announcement from our blog, and get to know more of what's coming with the Xero Partner Hub on our website.
I'll be back to share as this starts to roll out to partners in early 2026.
Allison Scholar
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33 votesAllison Scholar
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26 votes
With the soon to come Xero Partner Hub we'll be bringing all your practice tools under one umbrella and improving your experience in managing and working with clients in your practice. With the combined experiences of Xero HQ and Practice Manager this'll include the ability to merge two clients into one, like you're after here 🙂
Thank you for sharing your feedback with us. Find more information about Xero Partner Hub on our website, and we'll be back to update you all as this goes live to practices in the coming months.
Allison Scholar
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27 votesAllison Scholar
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8 votesAllison Scholar
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47 votesAllison Scholar
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241 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Allison Scholar
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299 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
Allison Scholar
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An error occurred while saving the comment Allison Scholar
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100% agree on this - recent reports made available in Xero Blue would be amazing to include in report packs. I have a client who requires the actuals and budget monthly comparison report monthly to provide to his finance committee, and I have to manually export them each month to create a pack of my own.
Seems like such a simple thing but could be really useful!
How is this not a thing on the radar to complete yet?
I feel like it'll be more time saving to go back to my excel workpapers rather than having to re-create the balance sheet workpapers each year.
Xero workpapers seems like a good idea in theory but the execution leaves a lot to be desired