103 results found
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Tax Manager - View NOA Status
Where has the function gone from the filed tab showing when a clients Notice of Assessment has been received back from the ATO.
7 votesAppreciate 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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Practice Manager | Invoices - Invoices of all status in once screen with a Paid indicator
Having the paid invoices in a separate archive folder is annoying. I used to be able to see the jobs and invoices in one screen, so having them separate is too many mouse clicks away and not immediately visible. Should be one screen for invoices, with a paid indicator next to it.
19 votesWe 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
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Jobs - View jobs on the side of screen
Job Page Hogs entire screen
- I'd assume majority are not blind and old. Old interface is so much better.
- I still want to see my jobs on the side.
- Change it, it's embarrassing.
14 votesAppreciate the feedback, Arnie. Our product team are staying close to the feedback we're receiving about updates in Jobs. It'd be good to see if there are others in the new experience that feel the same way.
I'll let you know if we have any further enhancements around the layout for you here.
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XPH - Special characters especially on names
Getting people's names correct is table stakes.
My name has an accent on the e - Rémi - but it comes up on XPH as "Rémi". I would not want my staff's names, or client names, appearing amiss. Not sure if this would then flow through to invoices.
10 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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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.
9 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 | Tax Manager - Column showing outcome
In Tax Manager, Option to multiselect tax forms and lodge button. Similar to the Old tax returns window. It will be nice to have a column showing outcome for the form such as $$$ payable or Refundable. This will be more efficient.
8 votesThank you for your input on the changes that matter most to your workflow.
What happens next? Your idea is now live for community support! To increase its visibility, share it with any colleagues who would benefit so they can vote.
The community can also now use the comments section to provide more detail on why this update is a win for Xero users.
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Tax Manager - Save Filters
You can apply filters, but it would be good to be able to save filters so that they can be used again. Basically the same function that is in Job Manager.
7 votesHi 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.
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XPH - Clients etc should be clickable in all areas of XPM
Clients, jobs, contacts etc should be clickable in all areas of XPM. Im in a job, and the client is displayed to the right, I can't click it to go to the client record. Likewise, on timesheets, clients and jobs should be clickable. This saves a large amount of time.
9 votesThank you for sharing your idea about making client, job, and contact names clickable in all areas of XPM/XPH. We’ve heard consistent feedback from our partners and users that this would improve efficiency, and workflows.
We want to acknowledge that this feedback and we recognize the value of this suggestion and are keen to see how much support it receives from the wider community. If this is a feature that would make a difference for you and your team, please add your vote and share your specific use cases in the comments. Your input helps us prioritize what matters most to our customers as we continue to evolve XPM and XPH🌟
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XPH | Homepage - Widget for favourite Clients and direct link to Xero File for quick acess.
So when on home Practice Hub Per User- A Widget you can link your favourite Clients in a Widget for easy quick access to their Xero Files.
Similar to Favorites Clients on ATO Home Screen.10 votesThanks for raising your feedback with us here! Our product team are closing close attention, and I'm pleased to share that this is a widget that they are exploring for the Partner Hub homepage 😊
For now, we'll shift to in discovery and I'll give you another update as it moves along.
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Xero Partner Hub - Retain Visibility of Blank Tax/IRD Number Field in Client view
If the IRD number is not populated then this field disappears from the information screen when viewing a client's details. Can the field please remain on the screen even if left empty.
8 votesHi 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!
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XPH | Homepage time summary widget - Show 7 days
Time summary on home page. It would be great if we could have a seven day view on the main page as not all work is completed within traditional business hours.
I was sure that it showed me seven days last week but I am wondering if this updates if there are weekend entries?
Really enjoy the experience so far!
Thanks!
6 votesAppreciate your feedback, Kerry. Currently the time summary widget is based around capacity which is only Mon-Fri. However, our product team are keen to get a better sense of interest around this and will be keeping a watchful eye on the support in this idea.
I'll let you know if there are any updates.
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Bring back cost labels in XPM
Bring back cost labels in XPM, these are usefull when adding costs to invoices. The data base field still exists, we can see our old data when adding costs to invoices. We just cant access and edit or add new labels. Give us access to it via the back end or developer tools or API.
5 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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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.
11 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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XPH | Homepage - Team performance & management metrics
It would be AMAZING if we could have some useful management reports, like monthly Team Performance by staff member with KPI data (write offs $, write off %, ROI, Average charge rate, total invoiced, closing WIP) and Practice Performance over the same metrics :)
Also some dashboard widgets that show these metrics personal to the user on their home page.
8 votesAppreciate the feedback and understanding other insights that you'd find most useful. Our team are evaluating the feedback from these forums with a keen eye as they continue to explore improvements and we';ll share if there are any plans for this, here.
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TFN Search Function
Prior to the most recent update we were able to search using a clients TFN.
Can we please get this function back?It is so useful for Admin when we are getting lodgement lists from the ATO and we are having to search a number of different clients. It is simpler to search the TFN, rather than the exact name. ie ATO lists as "The Trustee for....." but we have it in our system as the Trust name, rather than the "The Trustee for...."
4 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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Xero Partner Hub - Milestones
Where do I find the dashboard milestones - it was my due tody, and overdue milestones. I can't find them in the new dashboard.
6 votesHi Glennis, Milestones aren't available from the new Xero Partner Hub homepage, however if you'd like to use this you can still switch back to the old Dashboard.
Right now our product team are watching the feedback through this forum closely, and we'd like to gauge the interest from others for this on your idea.
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XPH - Add costs option on homepage
There used to be an 'Enter Costs' button on the homepage of XPM. How do we now easily add costs? We use this function all the time.
5 votesThanks for sharing your idea, and letting us know how the 'Enter Costs' button was part of your regular 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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Homepage | NZ Tax - IRD's Live Filing Statistics as a Widget
With the XPM link to MyIR START, is it possible to have IRD's live filing statistics for the agency as a widget.
6 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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XPM - Reworking visuals on Timesheets and Productivity Dashboards
Make the timesheets and productivity metrics more attractive to incentivise employees to try and increase productivity or hours worked during the day.
Currently there is no visual appeal to having a 'better timesheet', either through more hours or a higher productivity (there isn't even any green that would signify a positive).
I suggest:
Having a widget (even just a simple line graph) that changes colour based on the productivity (i.e. a higher productivity would have a brighter green, good productivity green, low productivity red etc) - With this incorporating capacity reducing time to not skew this data
Introduce a metric…
3 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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XPM - Suggestion for improvement: Simplify GST registration removal workflow
In the old XPM when removing a client’s GST registration you could delete the GST registration with one tick and save. In the new XPM when you untick ‘include GST information’, the GST information greys out and it lets you save but this does not remove the GST registration information. You have to clear the other fields first, then untick ‘include GST information’ and save. Why can’t you just untick ‘include GST information’ and it be removed from view on the client information screen? Or at least be given a warning that the change you’ve made isn’t correct when you…
5 votesHi 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.
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