Settings and activity
5 results found
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272 votes
Thanks for all the engagement and sharing how valuable this feature is to managing your clients with Xero.
I understand the desire for another update and am pleased to share that this is something our product teams will be addressing and are working on developing within the new unified client experience.
I'll share more news here as this gets closer to release.
An error occurred while saving the comment 
Patrizia Capolingua
supported this idea
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An error occurred while saving the comment Patrizia Capolingua
commented
In the previous version of XPM, when updating a group member’s contact details (e.g. address), we had the option via a preview screen to confirm which fields to update and to whom else the update may apply to within that group. This functionality appears to be missing in the current Beta version.
This feature made updating details across a client group more efficient.
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71 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.
An error occurred while saving the comment Patrizia Capolingua
commented
Show number of notes on a client profile.
We can already see the number of Jobs, Quotes and Invoices allocated to a client. It would be beneficial to see at a glance if there are Notes made on a client profile.Patrizia Capolingua
supported this idea
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38 votes
Hi team, as we continue to progress with improvements for 'Ready to start' our product team would love to engage with users that have voted for this here; to get more understanding of your setup, and give input on early designs.
If you'd be interested in meeting with the team you can book a time that works best for you through this link 🗓️ Thanks!
An error occurred while saving the comment Patrizia Capolingua
commented
I agree. This has created more work, caused confusion and increases the risk of mistakes being made.
I will be raising a case with Xero Support to have this feature disable for our practice.
Patrizia Capolingua
supported this idea
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74 votes
Thanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.
While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.
Patrizia Capolingua
supported this idea
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34 votes
Hi Megan, thanks for your feedback on the new Partner Hub experience when entering client addresses. Your input is valuable to and appreciated. We have moved this idea to Gaining Support and the Product team will be looking over all the feedback from our customers/partners so they can get a better idea of the experience and functionality of the new platform. Thanks again for sharing this with us.
Patrizia Capolingua
supported this idea
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I initially flagged this issue in the Beta forum in SEPTEMBER 2025 whilst our Practice was part of the Beta test group. Xero has been aware of this issue for almost 6 months. Our Practice has been without this integral feature for the same amount of time. Do better Xero.