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6 results found

  1. AU Tax - Depreciation Schedules unlinked

    50 votes

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    submitted  ·  13 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Richard Wilson supported this idea  · 

  2. XPM - Add multiple email addresses for client

    392 votes

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    27 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.

    As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.

    One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊

    We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…

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    Richard Wilson commented  · 

    This is such a simple request that should be added straight away!!

    Richard Wilson supported this idea  · 

  3. XPM: Add 'Automatically Retrieve from ATO' field to Report Builder

    25 votes

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    4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Richard Wilson supported this idea  · 

  4. Practice Manager | Search - Client code, email address, TFN and mobile number

    20 votes

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    3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks 

    Richard Wilson supported this idea  · 

  5. XPM - Replace the fax number field with mobile phone number

    70 votes

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    6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing the details that'll help you better manage clients in your practice. With the new clients experience within Xero Partner Hub you'll soon have new client fields including the ability to enter multiple email and phone numbers so you'll have a place to record client mobile along with other contact numbers.

    Xero Partner hub will be rolling out to partners in early 2026. You can register your interest for early access on our website now. We'll return to update when this is rolled out.

    Richard Wilson supported this idea  · 

  6. AU Tax - Ability to include client phone number

    35 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Richard Wilson commented  · 

    We just moved from HandiTax to Xero Tax and am very surprised how backwards Xero is at this.

    Support have advised that the mobile number and email address fields have to be manually entered ever though this data is in XPM.

    For the day time number, shouldn't this be the clients number and not the
    tax agent's as it appears in the clients contact details section when you print the return?

    Seems a little backwards to me...

    Richard Wilson supported this idea  ·