Settings and activity
18 results found
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10 votes
Hi everyone, thanks for sharing this suggestion.
We understand why having a dedicated place to record previous client names or aliases would be useful, especially for businesses and practices that manage long-term client relationships where details can change over time.
This idea is suggesting the ability to store historical names directly on a client record, so teams can keep a clearer record of changes without losing access to previous details.
We’ll continue to track feedback and interest from the community around this. Please keep sharing your workflows and use cases here, as this helps us understand where improvements could provide the most value.
Amelia Crossley
supported this idea
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19 votes
Thanks for your feedback, Gabrielle. This isn't something we have direct plans of changing atm, however it'll be good to get a feel of interest around from your idea here. We'll keep an eye out and share if there are any updates.
Amelia Crossley
supported this idea
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4 votes
Appreciate how having the Errors tab different to the other tabs would help draw attention to returns that need attention, Amelia.
We'll update here if there are any plans to make a change here.
Amelia Crossley
shared this idea
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62 votes
Hi team, thanks for continuing to engage, and share the importance of easily viewing tax filing errors from the Xero Partner Homepage with us here.
Right now, for AU Practices there are a few tax widgets available that those with View tax return permissions will be able to view.
Both Activity Statements, and Income tax returns widgets will show returns with lodgment errors.
We're also in the process of developing tax widgets for NZ practices and I'll be sure to update you with more on this once it's ready 😊
Amelia Crossley
supported this idea
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89 votes
Thanks for sharing your feedback on introducing audit trail functionality to XPM. We appreciate you explaining how important visibility and accountability are for managing teams and tracking job performance.
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.
Amelia Crossley
supported this idea
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8 votes
Thanks for the feedback, Jo. It's good to hear how more filter and save options within Tax Manager would be useful for your practice.
We'll share if there are any plans made to enable this here.
Amelia Crossley
supported this idea
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14 votes
Hi everyone, thanks for the suggestion. A dedicated Overdue tab in Tax Manager would make it easier to quickly see filings that have passed their due date, rather than relying on filters or scanning for overdue indicators.
At the moment, you can use status filters or sort by date due in the returns list, but we can see the value in having a clearer, dedicated view.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams for consideration.
Amelia Crossley
supported this idea
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4 votes
Really appreciate the insight and use case you've provided on why you'd like to be able to add custom fields within Tax Manager here.
Developing this options within Tax Manager and Job Manager would most likely be done separately and we have another idea around being able to add these within Job Manager that users can vote for - Michelle as you raised the detail here I've already added your vote to the other idea so you're kept in the loop there, too.
We're just getting a gauge of the interest for now, but I'll share if there are any updates here.
Amelia Crossley
supported this idea
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46 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.
Amelia Crossley
supported this idea
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1,126 votes
Hi everyone, we appreciate the interest surrounding this idea, however we want to be open that we're unable to extend our log-out time past 60 minutes. Xero hold a lot of sensitive information including bank data and we're required to be as secure as online banking.
Any session information running on a web browser can potentially be stolen. If the session does not time out. You then have an infinitely long vulnerability window to session hijacking. Our best option is to keep a tight expiration window on the session cookie, and regenerate them frequently. Even setting a long timeout doesn't help with this - too long a timeout will greatly increase the risk of invasion or potentially jeopardise your personal data and the safety and integrity of the Xero application itself. This is why we maintain control of this.
If we detect there's been no activity on a page (e.g…Amelia Crossley
supported this idea
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11 votes
Thanks for your feedback on viewing current and archived jobs together in XPM. We appreciate you sharing how important this unified view is to your workflow.
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.
Amelia Crossley
supported this idea
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79 votes
Thanks for your feedback on our updates to Jobs within the practice experiences beta. Our team are following and considering all feedback we receive through this forum very closely and I'll be sure to let you know if there are any updates.
Amelia Crossley
supported this idea
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56 votes
Hi team, thanks for sharing this! We can see how resizable widgets would make the Partner Hub feel more tailored to each practice. Some teams might want a big view of their Alerts, while others prefer a compact Time Summary—being able to adjust widget sizes would make the dashboard feel more like your own workspace.
Currently, fixed-size widgets can make key information feel crowded or require extra clicks to see more rows of data.
We’ve moved this idea to Gaining Support so our product teams can understand the demand for a more flexible dashboard. We’d love to hear from you—which widgets would you most like to expand or resize?
Amelia Crossley
supported this idea
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75 votes
Hi everyone, we appreciate the efficiency filtering by Partner and Manager in Tax Manager could have in your day to day.
While the Tax Manager is still in beta your feedback is helping shape what comes next, so thank you for your input here.
Our product team is exploring filtering options within Tax Manager, so we’ll move this idea to In development, and keep you posted on progress here. You can also check our Xero Central page for pipeline updates.
Amelia Crossley
supported this idea
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88 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⭐.
Amelia Crossley
supported this idea
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22 votes
Thanks for your feedback on the new layout of Jobs, Chris! It's really good to hear how this is landing with beta participants and where you see we could further improve this for you.
An error occurred while saving the comment Amelia Crossley
supported this idea
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21 votes
Hi everyone, thanks for your engagement on this idea! We completely understand why it matters, especially for our global Partners. A person’s name is a big part of who they are, and having to simplify or change it just to fit into a software field can be frustrating and confusing.
We’ve moved this idea to ‘Gaining Support’ so our product teams can see its impact. Are there particular characters or languages where you notice this most?
Amelia Crossley
supported this idea
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85 votes
Hi community, we appreciate hearing how layout of the Clients edit screen impacts finding and updating information.
Since this idea was raised, we’ve made changes as part of the new client experience, including updates to how client information is organised and presented.
Being upfront here, we don’t have any further plans to change the layout of the Client page. We'll keep a pulse check on the support in this idea as this space continues to evolves.
Amelia Crossley
supported this idea
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Second this. Having more white space makes it feel modern, but it also makes life harder. I am having to scroll a lot more with the new updates, which is making simple tasks take longer.
When adding or editing a job, the Description box is quite small on default and has to be expanded so you can see what you are writing. It made more sense to have this box be larger by default to see the majority of what is written.
There is also an inconsistency on font size, which is making reading the page less intuitive. Having the staff names under schedule information in such a small font is hard to read compared to the larger font of everything else.
Additionally, having the print job and edit job buttons in the top right of the screen in a small grey button makes it harder to find compared to the original XPM. This is something that should have stayed central to the job, not banished to a corner in smaller font.