Settings and activity
23 results found
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6 votes
Kathy Jones
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2 votesKathy Jones
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33 votes
Hi everyone, thanks for your feedback on this. We appreciate you sharing how the number indicators for Tax Returns and Notes helped streamline your workflow in XPM.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Kathy Jones
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33 votes
Heya team, we appreciate the continued support in this idea. With all practices now on the unified client experience and Xero Partner Hub rolling out to all over the coming months we have a close eye on all feedback surrounding this in the forums.
The ability to search client by ABN is available now from the Client list, and development for searching by TFN is well underway so we'll keep you updated of it's release here. Thanks!
Kathy Jones
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84 votes
Hi everyone, we appreciate how quickly this idea has picked up traction from the community here.
As you've likely heard through other communications we're in the midst of rolling out a unified Client experience as part of our wider Xero Partner Hub.
With the new Client experience you can now;
- Create a client without a TFN, as the Create Client flow has been updated to capture only the basic details
- The TFN can be added later by clicking Edit once the client is created.
- If you do try add a TFN that already exists on an archived client, an error message is displayed - you can get a view of what this looks like in my attachment
Thanks again for sharing with us here and I'll be back to confirm when this new experience is live to all practices.
Kathy Jones
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15 votes
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22 votesKathy Jones
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8 votes
Thanks for sharing your feedback on customising field order in the Clients tab. We appreciate you explaining how this could improve your daily workflows in XPM.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Kathy Jones
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24 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 🙂
An error occurred while saving the comment Kathy Jones
commented
new XPM experience - Client contact now has a mandatory field to enter an email. Not all contacts have emails, so having to use an internal firm email just to be able to add someone who we only ring. Wasn't like this in the previous version of XPM. There are still clients out there who do not wanted to be contacted via email as they are in rural areas where it is unreliable or they only want to be called to collect so only a telephone is required. Xero response was to put this to here. So hopefully someone in their development team looks at it and we don't have to get the votes to even get anywhere as this is the first day of using the New Look experience and would think that there would be a feedback centre instead of this forum.
Kathy Jones
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8 votes
Thanks for sharing your feedback with us!
We appreciate you taking the time to let us know what changes matter to you.
Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero.
Kathy Jones
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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.
Kathy Jones
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38 votes
Thanks for taking your time to share and support how setting Invoice reminders for a Contact group would be beneficial to your business.
Our product team have started research for the future of Invoice reminders and we wanted to make sure we shared this sign up form with you all here - We'd love to have you join and feedback.
Throughout the research our team may engage through surveys or direct interviews, and your input would be really valuable!
Kathy Jones
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12 votesKathy Jones
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38 votesKathy Jones
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41 votesKathy Jones
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80 votesKathy Jones
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101 votesKathy Jones
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148 votes
Hi everyone, we appreciate all the attention and interest this idea has received. This has not gone unnoticed and our product team understand the importance of these estimates for practices.
There is a bit of complexity involved in being able to achieve this, but we'd like you to know this is something our teams are looking into.
As soon as we have any updates we'll be sure to share with you all through this idea. Thanks 🕵️
Kathy Jones
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166 votes
Hi everyone, we get how a 'pause' button would help when juggling multiple tasks, and avoid the need to stop and restart the timer. We want to be honest that there aren't any plans for developing a pause option within XPM. Our teams focus for the time being is on development of the unified practice experience that'll soon be released with the Xero Partner Hub. You can read more on this through our website.
Kathy Jones
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259 votes
Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!
With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.
This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website
Kathy Jones
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With the new XPM change integrating the Clients information in the one hub, there is no Column selection for Partner or Manager in the client tab, but you do have Tax Agent which is irrelevant if you have only one tax agent! Would like to see for administration purposes the "column" for Partner and Manager as an option so when see the client in the list know who deals with the client so that any hardcopy information doesn't require us to open up the client and see the details there.