Settings and activity
42 results found
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10 votes
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Ariane Squarci
supported this idea
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Ariane Squarci
shared this idea
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5 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Ariane Squarci
supported this idea
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6 votes
Thanks for sharing this idea and highlighting how helpful clear visibility of the depreciation date would be for Workpapers review. We are still working on the new Workpapers experience and this idea will help us gauge interest. Please share it with others who’d benefit so they can add their support and use cases here as well.
Ariane Squarci
supported this idea
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4 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Ariane Squarci
supported this idea
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15 votes
Hey April, thanks for raising this idea as well, your continued commitment to bringing these points to us are always appreciated. This will be assessed by our product team. 🕵️
Once they've reviewed the idea we'll share the outcome and update everyone, here.
Ariane Squarci
supported this idea
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4 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Ariane Squarci
supported this idea
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20 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Ariane Squarci
supported this idea
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6 votes
Hi team, we really appreciate the feedback from you here and the issues for Reviewers that you've raised. We've made some recent changes and are really keen to hear if these improvements have solved for your needs.
Now;
- when using the arrow keys in the top right to navigate between worksheets, those marked as Not applicable are now automatically skipped
- When viewing attachments, you can use the arrow key button at the bottom of the attachment to move between files (screenshot below)
Let us know if these changes have been of benefit!
Ariane Squarci
supported this idea
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66 votes
Thank you for the feedback on the new Workpapers experience. We've reviewed your idea and now it's up to the community to get behind and support it. We really appreciate the time taken and the input of our customers and encourage you to share your idea with any colleagues that this could benefit so they can add their vote too! This is invaluable to our Product team. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Ariane Squarci
supported this idea
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36 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Ariane Squarci
supported this idea
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11 votes
Thanks for sharing your feedback, Bradley. Our product team are watching the feedback for new Workpapers here closely.
We'll keep a keen eye on the interest for this and let you know if there are any updates.
Ariane Squarci
supported this idea
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9 votes
Hi team, thanks for your inputs here. This is an idea that our product team are exploring and considering how they improve the collaboration. For now we'll shift into discovery and I'll share when there is more news around this.
Ariane Squarci
supported this idea
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4 votes
We appreciate you sharing your idea and letting us know which changes matter most to you. Your idea has been reviewed and is now ready for community support.
Be sure to share this with any colleagues who would find this beneficial, encouraging them to add their vote as well. Community members can now also comment, offering more context on how this idea could improve their use of Xero.
Ariane Squarci
supported this idea
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47 votesAriane Squarci
supported this idea
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53 votesAriane Squarci
supported this idea
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21 votesAriane Squarci
supported this idea
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84 votes
An error occurred while saving the comment Ariane Squarci
commented
Xero currently allows a Primary Contact to be assigned to a client; however, there is no way to run a report or export a list showing the Primary Contact for each client. This represents a significant limitation for accounting and advisory practices.
Why This Is Critical
1. Client Communication and Contact Lists
Practices regularly need to generate client contact lists for practical scenarios, including client communications, compliance matters, and operational outreach. Without the ability to report on Primary Contacts:
- Practices cannot easily confirm which clients have a Primary Contact assigned
- Data gaps and errors cannot be identified at scale
- Xero cannot be reliably used as the source of truth for client contact management
Manual review of individual contacts is not viable for practices with large client bases.2. Reliance of Integrated Systems on the Primary Contact Field
Many external and integrated systems rely on Xero’s Primary Contact field, including ATO-related tools and document management systems where correspondence is automatically addressed to the Primary Contact.
When practices cannot review or audit this data in bulk, it leads to:
- Incorrectly addressed correspondence
- Increased compliance and privacy risk
- Reduced confidence in automation and third-party integrationsBusiness Impact
The absence of a reportable Primary Contact field creates:
- Unnecessary manual workarounds
- Increased administrative overhead
- Higher risk of communication errors
For practices managing hundreds or thousands of clients, this is a material operational failure rather than a minor feature gapAriane Squarci
supported this idea
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52 votes
Thanks for the feedback about our new Workpapers solution! We have a close eye on this feedback as the team continue to develop this product.
We'll keep an eye on the interest for this here, and I'll be sure to share if there is any progress.
Ariane Squarci
supported this idea
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17 votes
Thanks for the feedback on the New Xero Workpapers, we appreciate the time taken to add your thoughts and votes on the new experience. We have moved this to Gaining Support and the Product team will review the comments and votes here. We will update the Idea when there are any updates or changes.
I understand that this setting can be changed on the practice level - but its one or the other and you're all locked in. The abilty for staff to be able to choose which method they want to use would be appreciated.