33 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.
47 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.
21 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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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.13 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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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.
10 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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XPH - Ability to merge jobs
Ability to merge jobs rather than moving timesheets.
8 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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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.
14 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 Templates & General settings
Hello everyone, it is a challenge in the new XPM to find general settings and job templates, which were previously under Practice.
2 votesHi 👋 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 - 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.
5 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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Jobs - Show current and archived jobs on one page
JOBS - keep current and archived on one page, like it previously was is PM
5 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.
6 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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Workpapers - Ability to attach to multiple jobs
It would be so useful if there was an ability to have workpapers attached to multiple jobs - EG Workpapers created for the 2026 attached to all BAS/IAS jobs, FBT, Annuals
3 votesThanks for your feedback, Jess. This isn't something we have planned at this stage but we'll start to gauge the interest from community here. I'll share if there are any updates.
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Update job page formatting - too clunky
Update job formatting - Its too clunky and feels too big, too much white space
2 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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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.
3 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 Manager Homepage WIP Value$ Column
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.
2 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 | Home Page Job Over view - provide the ability to add Priority Column
Home Page Job Over view - provide the ability to add Priority Column and the sort should be by due date then priority level - Urgent to low
2 votesHi Josef, I can totally see how a "Priority" column could be a real game-changer for practice management. When you’ve got a long list of client jobs, it helps to see instantly which ones need attention right away and which can wait.
For now, some partners find it helpful to use the Job Status or Due Date columns to sort tasks, or even add a visual cue in the Job Name to highlight urgent work.
We’ve moved this idea to ‘Gaining Support’ so our product teams can see the impact. We’d love to hear your thoughts on how this can be impactful to you.
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XPH - Allow late-entered time to be retrospectively linked to an existing invoice (without rebilling or write-offs)
Allow late-entered time to be retrospectively linked to an existing invoice (without rebilling or write-offs)
2 votesHi 👋 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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Jobs not opening in a new tab!
When I am in a client file and go into the jobs to update one of my tasks, its very frustrating that it opens the job in a new tab! I end up with too many unnecessary tabs open just to navigate from one screen to another!
2 votesHi 👋 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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Jobs - Multiple clients applied to one job
Should be able to Apply multiple clients to a job - In the case of a couple, it would be a lot easier to be able to apply one job for both individuals as the meetings and communication if often done together and the returns completed at the same time.
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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Recurring Jobs
Recurring Jobs
Better options for recurring jobs. Particularly the ability to set them to generate for BAS and IAS dates.
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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Jobs - Period Start Date and End Date (UK) VAT returns and Companies House
Tax obligations, such as VAT returns, can be linked to a job when you create the job. I assume the job details are pulling from the HMRC API for MTDVAT. It shows the period start date and end date and the submission due date. Why doesn't XPM a) allow us to specify a period start date, period end date and submission due date b) automatically fill these fields in c) create future jobs automatically based on the 'obligation periods' retrieved from HMRC d) automatically suggest to 'complete' the job if it knows that the VAT return has been filed -…
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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