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5 results found

  1. AU Tax - Depreciation Schedules unlinked

    56 votes

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    submitted  ·  16 comments  ·  Practice tools  ·  Admin →
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    Richard Wilson supported this idea  · 

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

    28 votes

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    5 comments  ·  Practice tools  ·  Admin →
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    Richard Wilson supported this idea  · 

  3. Client - Search Using TFN & ABN

    32 votes

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    10 comments  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for sharing this idea. We understand that being able to quickly find client profiles by key identifiers like TFN or ABN would help when managing a large number of clients.

    The suggestion is to allow TFN and ABN searches directly from the main search bar, making it easier to locate the right client without needing additional steps.

    For now, you can use client list filters or reports to search and cross-reference these details. We'll continue tracking this idea and update you here if this progress.

    Richard Wilson supported this idea  · 

  4. Practice tools | Client - Replace the fax number field with mobile phone number

    74 votes

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    6 comments  ·  Practice tools » Clients  ·  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  · 

  5. AU Tax - Ability to include client phone number

    40 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  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  ·