Settings and activity
21 results found
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279 votes
An error occurred while saving the comment 
Rochelle Louden
supported this idea
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7 votes
Appreciate the additional support this idea is getting. Please know this has been shared back with our product team who are taking a closer look into this.
While we can't commit to development atm, I'll shift the idea to In discovery and we'll let you know of any further updates around this, here. Thanks
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18 votes
Appreciate you letting us know how filters on the Jobs widget in the new XPH homepage would be useful.
We're keen to get a better idea of the number of users that'd also find this helpful. Feel free to share the link to this idea with other colleagues that'd find this useful too!
We'll share if there are any updates for you here.
Rochelle Louden
supported this idea
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21 votes
Hi everyone, thanks for your feedback on archived returns in jobs. We appreciate you sharing how important it is to keep archived returns visible within their original jobs for practice management.
This idea has now moved to Gaining support, which means our community team have reviewed it and it's open for community support through votes and comments. We encourage others who would find this helpful to add their votes and share how this could benefit their workflow.
Rochelle Louden
supported this idea
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38 votes
Appreciate the feedback and hearing what information would be most useful for you on the new Xero Partner Hub homepage.
This is something our product team have eyes on for the longer term but there are a few other pieces of work lined up first.
For now we'll continue to track interest of this here and I'll share as soon as there are any updates.
Rochelle Louden
supported this idea
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33 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!
Rochelle Louden
supported this idea
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An error occurred while saving the comment Rochelle Louden
commented
Even when a job is closed and archived, unrelated entities are still showing in the archived job.
If you then click on one of these unrelated entities, it is automatically added to the job, despite having no connection to that client.
It looks like the system is now reading client types rather than client groups, which is causing entities to be pulled in incorrectly.
This needs to be fixed urgently.
At this point, there is no trust in XPH/XPM. We cannot tell what is feeding into what. There are duplicates everywhere, basic controls are missing, and functionality has gone backwards.
As an accounting practice, this is extremely concerning. We are worried about:
incorrect client information appearing where it shouldn’t
jobs including entities with no relationship to the client
the risk of information being incorrectly displayed or shared
This is not just frustrating — it is a practice risk!
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8 votes
Hi team, really good to hear your feedback on what could improve your experience with new Tax Manager which is currently in beta.
We're listening to the feedback we're receiving about this from our community and while not in the works just yet, the ability to save custom filters is a feature we plan to develop.
You can get more of a view of what's to come in Tax Manager through Xero Central, and I'll keep you updated here once this idea progresses with the team.
Rochelle Louden
supported this idea
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43 votes
Hi everyone, we appreciate your feedback and would like to share an update on this idea.
Tax Manager is a new feature currently in beta and was released early to give users access to ready to start returns and the lodgment widget.
There are a number of additional features being worked on to enhance Tax Manager that you can read up about on Xero Central, and you'll also notice a 'Coming soon' button within Tax Manager to see what's in the pipeline.
Showing the count of returns based on their status is something we're currently working on and I'll share again here when this is released. Thanks for your contributions on product ideas.
Rochelle Louden
supported this idea
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An error occurred while saving the comment Rochelle Louden
commented
Please reinstate totals (count) to Tax Manager subfolders. It is really helpful from a workflow perspective.
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236 votes
Hi everyone, we appreciate the feedback we've received on this change and while this was an intentional change this is something our product teams are monitoring feedback of very closely and considering improvements around in the new clients experience.
While we can't make any commitments atm I will be certain to share any plans with you all here.
An error occurred while saving the comment Rochelle Louden
commented
From an accounting and practice management perspective, it’s extremely disappointing to see a system that worked really well (and that we genuinely valued) now broken. It has moved beyond inconvenience and into practice risk. Check the issues with the 'new' Tax Manager!
While we’re being told to “stop beta”, the reality is that many of these changes are applying across all users regardless, so they can’t be avoided.
Hopefully Xero can lift the platform back to the standard it was previously operating at.
An error occurred while saving the comment Rochelle Louden
commented
XPH has taken us backwards!
Rochelle Louden
supported this idea
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19 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.
Rochelle Louden
supported this idea
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An error occurred while saving the comment Rochelle Louden
commented
Contacts should have the same merge functionality as Clients, allowing consolidation of duplicate records. This feature previously existed in XPM (for Contacts) and should be reinstated.
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1 vote
Hi Rochelle, thanks for bringing this up. When you’re working across a large client list, having a clearer signal of what’s changing can make a big difference. A Client Activity Toolbar could give practices a quicker sense of where things are moving and where a nudge might be needed.
Rather than jumping in and out of individual part of XPH, this kind of view could help you prioritise what to focus on.
We’ve moved this idea to Gaining Support to see how much wider interest there is.
Rochelle Louden
shared this idea
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3 votes
Hey Louis, thanks for bringing this up! Having client info in both the Partner Hub and your practice contacts gives you flexibility, but it would be even smoother if updates could flow automatically between them.
Right now, exporting your client list from the Hub and importing it into your practice contacts is a simple way to refresh records in bulk. It’s a handy way to keep everything up to date.
We’ve moved this idea to Gaining Support so the product team can see how helpful a more connected, unified experience would be for Partners.
Rochelle Louden
supported this idea
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21 votes
We appreciate you sharing feedback on the beta experience, Carol. We'll begin to get feedback and support for this through your idea. Our product teams are keeping a close eye on this forum and I'll be sure to share if there's any change planned
Rochelle Louden
supported this idea
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56 votes
Hi everyone, we understand interest and how bulk action in the new Tax Manager would improve efficiency when preparing tax for your clients.
Tax Manager is a new experience that is currently in beta in Xero Partner Hub. Bulk actions high on the list of what's coming soon as we build features into this experience.
We appreciate the importance of bulk actions to everyone here and will be sure to update you all as soon as this is rolled out.
An error occurred while saving the comment Rochelle Louden
commented
Re-add icons for: NOA processed by ATO, Locked and suspended returns.
An error occurred while saving the comment Rochelle Louden
commented
Bulk update functionality is critical, particularly for filing. The Tax Agent is required to complete the “filing” step, as this action formally stamps the return as filed by the Tax Agent.
The bulk update option enables this process to be completed efficiently and accurately in minutes. Without it, we are expecting our Tax Agent, who has the highest charge-out rate, to spend up to an hour during peak periods completing repetitive administrative tasks that add no value and significantly reduce efficiency.
Rochelle Louden
supported this idea
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3 votes
Thank you for sharing your feedback about the selectable months for company annual returns in Xero Tax NZ. We appreciate you taking the time to raise this idea. We’re moving this suggestion to the “Gaining Support” stage to invite further feedback and votes from the community. This helps us understand the level of interest and impact as we continue to review ideas for future consideration.
Rochelle Louden
supported this idea
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10 votes
Hi Sue, we appreciate you suggesting that the Tax/IRD Number field remain visible, even when blank - it’s a helpful idea for tracking data completeness and maintaining consistency in client records.
We’ve moved your idea to Gaining Support, so it’s now open for the community to vote and comment. Our product team is keeping a close eye on feedback coming through related to Xero Partner Hub.
We’d love to hear more from you and other community members about how this change could improve your workflow or benefit your practice. Sharing specific examples will help the team understand the value of this idea.
Thanks for getting the conversation started!
Rochelle Louden
supported this idea
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57 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.
Rochelle Louden
supported this idea
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5 votes
Hi there!
Thanks for sharing this detailed feedback about the GST workflow in XPM.
I can certainly see how the extra steps of clearing fields manually feel like a step backward from the previous experience, especially when you're managing multiple client updates.
Currently, the new XPM interface requires those fields to be emptied before the section can be fully "deactivated" from the client summary. If you find the information is still showing after you've unticked the box, it’s usually because those greyed-out fields still contain data that Xero is trying to preserve.
I’ve moved your post into Gaining Support under the title: XPM - Suggestion for improvement: Simplify GST registration removal workflow
By moving this here, other XPM users can vote on the idea, which helps our product teams prioritize making this workflow more intuitive—like adding a warning or an auto-clear function when the box is unticked.
Rochelle Louden
supported this idea
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34 votes
Thanks so much for sharing this idea. We’re seeing that this suggestion is gaining support from other partners in the community, which helps us understand its overall importance. While we can’t promise any changes or share timelines, ideas that attract growing support are regularly reviewed by our product team when planning future improvements⭐.
Rochelle Louden
supported this idea
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19 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.
Rochelle Louden
supported this idea
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Please including reporting functionality on repeating invoices