Settings and activity
20 results found
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7 votes
Your idea is now live! Thank you for sharing your thoughts on how we can improve. To move forward, your suggestion needs community support—feel free to share it with your colleagues to gather more votes. Other Xero users can now also provide feedback and additional details in the comments section to help us understand the potential impact.
Sarah Sharp
shared this idea
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38 votes
We appreciate the time you took to share your feedback with us.
Your idea has been reviewed and is now open for community engagement. To help your suggestion gain momentum, consider sharing it with colleagues who feel the same way. We’re also inviting other members to add their insights in the comments regarding how this change would enhance their use of the platform.
Sarah Sharp
supported this idea
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48 votes
Hi Mireille,
Thank you for the detailed feedback regarding the recent XPM updates.
I’ve moved this into Gaining Support. I can definitely see how the removal of those phone number columns has added extra steps to your workflow. While the recent design updates aimed for a cleaner look, "at a glance" information is vital for busy practices.
A quick tip for now: If you need to see phone numbers across your client list without clicking into each one, you can customise your main list view:
- Go to Clients > All Clients.
- Click the Columns button on the right.
- Tick Phone and Mobile. This will surface those numbers in your main list view so you don't have to drill into each record.
I’ve updated the title to "XPM - Suggestion to display contact phone numbers on the Client details screen" to help other practice users who are feeling…
Sarah Sharp
supported this idea
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17 votesSarah Sharp
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17 votes
Hi community, thanks for sharing your interest through this idea. We recently announced the Xero Partner Hub at Xerocon. It encompasses many improvements for our partners to be able to move more efficiently and serve clients. One of the changes that accommodates part of the idea here is that you'll be able to search the Client list by a clients organisation name, or legal/trading name as mentioned on this related idea.
We appreciate there may be some practices using custom fields for this data and we want to be open that custom fields will not be searchable from the Client list. We have another idea for searching custom fields that you can join and follow for updates. You can find out more about Xero Partner Hub from our website.
Sarah Sharp
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25 votesSarah Sharp
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23 votes
Hi Jo, thanks for sharing this great idea for improving practice efficiency. We understand how valuable a better audit trail and a more streamlined process would be for keeping client details up-to-date.
We've reviewed your suggestion to have client information updated in XPM, such as addresses or bank details, sync directly with the ATO Portal. This idea is now ready to gain support from other community members.
Along with votes, others can now comment to share how this direct integration would improve the workflow and data accuracy for their own practice. 🙂
Sarah Sharp
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39 votesSarah Sharp
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19 votesSarah Sharp
shared this idea
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25 votesSarah Sharp
shared this idea
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4 votesSarah Sharp
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142 votes
Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.
You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.
This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.
We'll continue to keep a close eye on the support here, and share if there's any progress.
Sarah Sharp
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25 votesSarah Sharp
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18 votesSarah Sharp
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83 votesSarah Sharp
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86 votesSarah Sharp
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45 votesSarah Sharp
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79 votesSarah Sharp
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32 votesSarah Sharp
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326 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
Sarah Sharp
supported this idea
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