Settings and activity
36 results found
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3 votes
Hi Navnit, appreciate your sharing here. We understand you’re looking for adjustable column widths in client view so you can view important details like longer client names without needing to open each record.
Having more flexible grid layouts could make it easier to review client information and manage records more efficiently.
We'll keep track of this idea here and will update if there's any progress.
Carol Cameron
supported this idea
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8 votes
Thanks for your feedback, Isabel - I have shared this onto our product team and will let you know if there are any updates around the error messaging for you here.
Carol Cameron
supported this idea
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12 votes
Thanks for your feedback on the Relationships section in Xero Partner Hub, and letting us know the changes that matter most for you.
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.
Carol Cameron
supported this idea
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9 votes
Hi everyone, thanks for sharing this idea. We understand you’re looking for more flexibility in how relationships between contacts can be recorded within Xero Practice Manager.
The suggestion is to add more relationship options, such as identifying roles like beneficiaries or corporate trustees, so practices can better capture specific client structures.
We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of expanding relationship options.
Carol Cameron
supported this idea
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29 votes
Thanks for your feedback on the pop-up label when hovering over client names in XPM.
This idea has moved to Gaining support, which means our community team have reviewed it and it's open for community support through votes and comments. 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.
Carol Cameron
supported this idea
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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.
Carol Cameron
supported this idea
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17 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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.
Carol Cameron
supported this idea
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32 votes
Thanks for taking the time to share your idea and what’s most important to you.
We’ve reviewed it, and it’s now open for the community to support. If this would help others in your team, feel free to share it so they can add their vote.
Community members can also comment to share how this idea could improve their experience with Xero.
Carol Cameron
supported this idea
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79 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 An error occurred while saving the comment Carol Cameron
commented
It is really important to see that there are notes in the area. When I see no number, I do not think there are any notes to check. Bring back the number of notes in the file please.
Carol Cameron
supported this idea
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44 votes
An error occurred while saving the comment Carol Cameron
commented
Yes definitely a great idea to save so much replication :)
Carol Cameron
supported this idea
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10 votes
Thanks for sharing your idea, Claire.
We'll track the interest for a warning if the supplier bank account in Hubdoc if the this differs to Xero, here.
An error occurred while saving the comment Carol Cameron
commented
This sounds like a great idea, as we are always aware of looking for fraudulent activity for our clients.
Carol Cameron
supported this idea
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8 votes
Thanks for sharing this idea – it's a really practical suggestion.
We get how easy it is to miss checking bank details, especially for suppliers you haven’t paid in a while. A quick alert or reminder after 3–6 months of no activity could be a great way to help catch changes (like new ownership or account updates) before a payment goes through.
Your idea’s now live for others to see, vote on, and add their thoughts. If this would make things easier for your team, feel free to share it around.
An error occurred while saving the comment Carol Cameron
commented
This is an excellent idea for this security conscious environment that we work in today.
Carol Cameron
supported this idea
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32 votes
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.
An error occurred while saving the comment Carol Cameron
commented
This would be a very useful tool to have for searching especially for clients with & in their name, which XPM has difficulty with. Thanks.
An error occurred while saving the comment Carol Cameron
commented
This would be very useful to be able to search by TFN or ABN or mobile number :)
Carol Cameron
supported this idea
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34 votes
Hi Megan, so we can get a sense of the interest in the two aspects of ideas you noted in this idea I've just split the second to this post so we can track these separately. If there are any plans made for either of these improvements we'll share on the respective idea. Thanks
An error occurred while saving the comment Carol Cameron
commented
Ability to copy a contact address for postal.
Often a client has the same address for home and postal. when working with ATO Mate, a contact must have a postal address listed for it to search for the client.
It would be good to be able to just copy the home address instead of having to type it in again for postal address.Carol Cameron
supported this idea
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7 votes
Thanks for sharing your idea, and letting us know why having a prompt before deleting files is helpful, Elena.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will be keeping an eye out on the traction this idea receives within the community, here. Thanks
Carol Cameron
supported this idea
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20 votes
Great to be getting all this detail on small changes that would make a big difference for you managing clients in your practice.
We'll continue to track the support this idea receives and I'll let you know if there are any updates planned.
Carol Cameron
supported this idea
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4 votes
Appreciate there are different flows for when and how you might update this sort of information, Christopher. Thanks for sharing how we could improve this association for you.
We'll keep an eye on the interest of your idea here, and I'll let you know if there are any plans made to accommodate.
Carol Cameron
supported this idea
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2 votes
Hi Arnie, thanks for your feedback as part of the Xero Partner Hub beta.
I can see you're already joined in this idea for the Salutation when adding a new contact and we'll keep you updated on that through the idea there.
I've slightly adjusted the title of your idea here to focus on the 2nd point you've raised for adding a logo so we can get a view of the interest in this too. 🙂
Carol Cameron
supported this idea
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3 votes
Thanks for sharing and feeding back on the change, Megan. I'll share this back with the team. We'll let you know here if there are any further changes planned.
Carol Cameron
supported this idea
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2 votes
Hi Mel! Thanks for the suggestion - Get how this would streamline things for you. Have shared this back with the team so I'll be sure to let you know if there are any updates planned 😊
Carol Cameron
supported this idea
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I really missed this feature when you did the last update - please return this feature to Xero