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  1. Clients - Export client data (eg phone numbers)

    5 votes

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    2 comments  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Matthew, appreciate you sharing how the ability to export clients' information can supports your workflows, particularly when integrating with external systems like phone or CRM tools.

    This idea has now moved to Gaining Support, which means it’s open for the community to vote and add comments. With the new layout, some of the fields available in the old reports, like multiple phone numbers — aren’t currently included in exports. Hearing how this affects your workflow, and what fields you’d find most useful, helps our product team understand the real-world impact and prioritise improvements.

    We encourage anyone who would find this useful to add their votes and share how it could benefit their practice. Thanks for helping us make Xero even better.

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    George Sarkis commented  · 

    This is significantly impacting our practice without over 4000 clients we need to be able to export all the contact fields and including "Mobile" and "Work". We also need to be able to import to those fields via CSV

    George Sarkis supported this idea  · 

  2. XPM - Order fields in the Clients tab

    24 votes

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    5 comments  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    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.

    George Sarkis supported this idea  · 

  3. XPM - Sync updated client information via Xero to the ATO Portal

    23 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

    Hi Jo, thanks for sharing this great idea for improving practice efficiency. We understand how valuable a better audit trail and a more streamlined process would be for keeping client details up-to-date.

    We've reviewed your suggestion to have client information updated in XPM, such as addresses or bank details, sync directly with the ATO Portal. This idea is now ready to gain support from other community members.

    Along with votes, others can now comment to share how this direct integration would improve the workflow and data accuracy for their own practice. 🙂

    George Sarkis supported this idea  ·