37 results found
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Jobs - Reduce whitespace
The new beta job creation doesn't do anything the old one didn't do, everything is just either bigger or surrounded by more white space so there's less information on screen at once. It feels great on a touchscreen on an iPad, but I would assume most users are on a desktop where the experience is now just worse.
59 votesThanks 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.
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XPH | Homepage - Ability to Filter Jobs
It would be helpful to add additional filters to the jobs on the dashboard so that you could filter out certain job states and see true workflow for jobs that are due at that point in time.
35 votesAppreciate 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.
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XPH - Ability to merge jobs
Ability to merge jobs rather than moving timesheets.
18 votesHi Sue, thanks for sharing this! A merge feature for jobs could make managing duplicates much easier and help keep your records accurate and up to date. It would ensure that notes, tasks, and time entries all stay in one place, giving you a clearer view of each job’s progress and profitability.
We’ve moved this along to Gaining Support so the product team can see how useful a merge tool could be.
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XPH - Add My Jobs widget to the homepage
Having to navigate to the "Job Manager" tab to view a list of all my jobs is not very practical. It would make far more sense to see all your jobs in the homepage. For the people who do not want this feature, there can be an option to hide this widget.
12 votesHi Cherry, thanks for sharing this idea! It’s clear that not having “My Jobs” on the homepage adds extra clicks and makes it harder to keep on top of daily priorities.
As a workaround in the meantime, the Jobs table on the homepage does have filters — you can filter the jobs by Assigned to me as staff, Assigned to me as manager, or Assigned to me as partner to help focus on the tasks relevant to you. Still, we know a dedicated homepage widget would make this even smoother.
I’ve moved this to Gaining Support so we can track interest and see how many in the community would benefit. Your votes and comments help our product team understand the impact, so please keep them coming!
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Xero HQ - Display 'Start Date' column in Client and Group job lists
The list of jobs at a client level and Group level no longer displays the start date. Only due date is showing.
This functionality was available before. I am not sure why it was omitted. Helps team members to review and prioritise jobs for a Group based on the start date when the job was received or has been scheduled to start.17 votesThank you for sharing your idea and highlighting the changes that are most important to you.
Your idea has been reviewed and is now open for community support. We encourage you to share it with colleagues who may benefit, so they can add their vote.
Community members can also comment to provide additional insight into how this idea could improve their experience with Xero.
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XPH | Jobs : Ability to move Job Costs (Disbursements) between jobs
In Xero, job costs entered under the Cost tab are locked to a job once created.
If a cost is allocated to the wrong job (wrong financial year, wrong client, duplicate job, or job later cancelled), users must currently reverse, delete, or manually re‑import the cost.This creates:
High admin overhead
Reconciliation issues between Xero and XPM
Increased risk of errors and missed costs
Frustration when compared to how easily timesheets can be movedThis issue occurs frequently in practice firms managing annual jobs, recurring subscriptions, and multi‑year work.
Ideally, maybe we can move them to the correct job as…
7 votesThanks for starting this conversation. When a cost is allocated to the wrong job, having to delete and recreate it can be time-consuming and can add extra steps to keep job costs accurate. An option to edit or move a cost between jobs would make this much simpler and reduce rework.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams for consideration.
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Overdue tasks and milestones need to remain in the overdue list
7th July 2026
In the legacy XPM dashboard, the red "Overdue Items" hyperlinks positioned above the Important Dates calendar provided critical, instant visibility into outstanding team work. In the new beta dashboard, this clear indicator has been partially removed and now only reports on overdue jobs but not tasks or milestones.
We generally have one main job per client for a whole year with tasks that are scheduled and assigned and milestones attached to this job.
Our practice faces a massive problem if the "Overdue items" are permanently removed as not all overdue items are reported on in the same…
3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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XPH | Jobs - Add contrast to the new job creation design
The new beta job creation doesn't do anything the old one didn't do, everything is just either bigger or surrounded by more white space so there's less information on screen at once. It feels great on a touchscreen on an iPad, but I would assume most users are on a desktop where the experience is now just worse.
19 votesThanks 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.
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Job Status - Change colour of Save button
job status Save button should be Green or Blue like other Save buttons please - alerts your eye to it.
12 votesCan totally appreciate your idea from a consistency stand point, any. I've shared this back with our product team and will let you know if there are any updates. 🙂
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Jobs - Show current and archived jobs on one page
JOBS - keep current and archived on one page, like it previously was is PM
9 votesThanks 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.
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XPH | Jobs - Enter Time should default to last end time in your timesheet
Enter Time - you have to put in start time. It should default to your last time entry like it does under view timesheets.
8 votesThanks for sharing back on how you enter time for Jobs, Lisa. We'll start to get a gauge of others interest ion this from your idea here.
We'll keep a close watch and let you know if there are any updates planned for this here.
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XPH - Add a "WIP Value ($)" column to the Jobs list
Can a column be added to see the WIP value in $dollars rather than a percent, this makes it a lot clearer to see time spent on a job.
4 votesHi Amy, thanks for taking the time to share this idea.
It sounds like being able to see the dollar value of Work in Progress (WIP) directly within the Jobs list would give much better visibility over workload and billing readiness. Having unbilled time and costs displayed at a glance, without needing to open each job or run a separate report, would make it easier to quickly spot what’s ready to invoice.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how adding a WIP value column could support a smoother billing workflow and clearer visibility across jobs.
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Clients | Jobs - Ability to search
Please add "Search Function" under the client Jobs - same as in the job manager in order to search for specific "current" and "archived" jobs, the sort function is not sufficient.
5 votesThanks for sharing your idea, Louis.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We'll start getting a sense of the interest here and share if there are any updates.
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job edit
When editing jobs if you click on cancel rather than save. It does not bring you back to the job you are editing, it brings you to the full jobs list. It should bring you back to that job.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Fixed the settings of client's job
As I want to check the jobs frequently, may I know how to fixed the setting of display under 100?
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Xero Partner Hub | Homepage - Add in a Work in Progress Widget
Next to monitoring Debtors, Work In Progress is one of the most important areas of a Practice to monitor. If this figure is not not regularly evaluated, then Cash Flow is directly affected, which will be of concern particularly over the next 2 years.
Again this is directly tied in with Client Jobs and their various DeadlinesAlso I have seen quite a number of Practices sold, with a large WIP that should have been completed and converted into Debtors.
1 voteHi Michael. We understand the ask in having a quick, at-a-glance view of Work in Progress (WIP) to help with billing and cash flow visibility. At the moment, this information is available through existing Work in Progress Reports.
We’ll track the demand on this idea, and keep this updated if there’s any progress to share.
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JOBS - If you create a new job it would be nice to have the option to select recurring or normal.
Currently if you click on the short cut on the Home Page to create a new job, there is no option to create a recurring or normal job, it defaults to normal. You have to go to jobs and then have to go to recurring.
I would also make a larger short cut for creating jobs and time processing (and invoicing) on the Home Page!1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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As most Work we do is Job driven need more links or integration via the job number to Xero Ask Questionnaires and the new Xero Workpapers.
As most Work we do is Job driven we need more links or integration via the job number to Xero Ask Questionnaires and the new Xero Workpapers
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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XPH | Jobs - Display multiple allocated staff members in the 'Staff Assigned' column on the Job Manager screen
I would like to see at a glance the staff assigned to each job and there is a Staff Assigned column in Job Manager which should enable this. It should list all staff names, or at least the top three. Currently, it only shows one name which is useless, especially as that name is myself as I am first in alphabetical order and as my name is also shown in the manager and partner columns. So I can see my name in three columns and no other staff names!
There is a + sign which can be clicked on to…
1 voteThanks for starting this conversation. We understand the request to show all assigned staff in the Staff Assigned column in Job Manager, rather than only the primary staff member. Having everyone visible at a glance could make it easier to review job allocations without opening each job.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
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XPH - Improve Jobs Widget to show more information
Hi Team
I have been trialling the new Partner Hub for awhile now and keep reverting back to the old version simply because of the Jobs Widget. In the old version I could see the state of all my jobs at a glance on the left hand side. I have a GST job state set up so that I just click on that job to complete and file their GST returns. The new widget does not display enough jobs so I have to click into the jobs module, then click into filters and select GST filter then click on the…
1 voteThanks Sarah for sharing your feedback here. We understand the request for a more dense Jobs widget that displays more items at a glance. Having greater visibility from the dashboard could make it easier to keep track of work without needing to open the full Job Manager.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
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