159 results found
-
Tax Manager NZ - Use of Money Calculation
We have found that there is a difference in the use of money calculation (UOMI) in an income tax return in XPM and what is expected by NZ IRD.
We sent this as a case to Xero and we received feedback advising that the XPM UOMI calculation is simpler than IRD's and that we should rely on IRD's more precise calculation. However, when an income tax return is filed very close to the final filing date and IRD take more than a week to process it we are solely relying on the UOMI calculation in XPM to advise the client…
3 votesThanks for raising this and for explaining the difference between XPM and IRD’s UOMI calculation. We’re moving this idea to Gaining Support so we can understand how broadly this issue is affecting customers and gather more votes and feedback. This status change doesn’t mean the feature is currently in development, but continued support will help inform future prioritisation.
If others are experiencing the same issue, please vote for the idea and share any relevant details in the comments.
-
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…
10 votesHi Kurt, thanks for taking the time to share your thoughts on the XPH dashboards.
The idea of making timesheets and productivity metrics more visually engaging is an interesting one. As you’ve pointed out, the way information is presented can influence behaviour — whether that’s encouraging more timely entries or helping people quickly understand how they’re tracking against capacity.
I’ve moved this idea into Gaining Support so we can track interest and keep the conversation together. If this is something you’d value in your practice, adding your vote or expanding on how you’d use it will help build the picture for our product teams.
-
Project Assignment Report at Line-Item Level
Currently, Xero provides a report that lists bills where no project has been assigned. However, this report flags any bill that contains at least one line item without a project assignment.
In many cases, not every line item on a bill needs to be charged to a project. Some line items are intentionally left without a project, while others must be assigned. Because of this, the current report includes bills that are only partially assigned, making it difficult to identify the specific line items that still require project allocation.
It would be helpful to have a report that identifies project…
3 votesThanks for taking the time to suggest this. We understand the request for a detailed Project Assignment Report that shows individual transaction lines. This could make checking project allocations more efficient.
We’ve updated this idea to Gaining Support. If this change could improve your project reporting, add your vote and let us know what information you’d like to see.
-
Tax Manager - Add Signed Status
Add a signed Status to the Left Hand Navigation so that signed returns can be quickly selected and lodged
8 votesAppreciate you sharing your feedback on the Tax Manager beta, Serge. Our product team are paying close attention to the feedback we're receiving on this to understand how we can keep developing this experience. I'll be sure to share if there are any plans for providing this visibility of the status of a return.
-
Client list - Ability to identify Trustee Companies
Can we have an option in the client screen to easily identify trustee companies
6 votesHi there, thanks for the suggestion. We understand the need to quickly distinguish between other client type and a trustee.
Right now, this is often managed with naming conventions or custom fields, which aren’t always easy to see at a glance.
I’ve moved this to Gaining Support so we can track interest and show our product team how a dedicated “Trustee” indicator could improve the Client List experience.
-
XPH - Edit date range on Time Summary Widget
It would be good to be able to edit the date range on the Homepage Time Summary widget so it reflects the same as our pay week.
4 votesThanks for bringing this idea to the community, Casey.
Having the option to choose the date range shown in the Time Summary widget could make it easier to review time over the periods that matter most to your team, without needing to switch to other areas of Xero Partner Hub.
I've updated the status of this idea to Gaining Support. If you'd like to see this added, please continue to vote and share how you'd use custom date ranges in your day-to-day workflow.
-
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!
9 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.
-
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.
20 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.
-
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.
13 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. 🙂
-
Jobs - Show current and archived jobs on one page
JOBS - keep current and archived on one page, like it previously was is PM
10 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.
-
Jobs - Navigate back to job when you cancel editing
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.
3 votesThanks for your feedback, Karen. Can see the logic in being straight back to the job you were in rather than to the full jobs list.
While we'll get a wider sense of interest around this here , I'll be sure to update if there are any changes planned for this behaviour.
-
XPH - Fix the settings of client's job list
As I want to check the jobs frequently, may I know how to fixed the setting of display under 100?
2 votesThanks for sharing this idea — we can see why having more control over the number of jobs shown in the client record Jobs list would be helpful.
We’re moving this idea to Gaining Support so others can add their vote and share how they’d use it.
We’ll continue to monitor the interest and updates on this idea as it gains support.
-
XPH - Move Search feature back to the far right
The search feature 'Magnifying glass' on the top tool bar used used to be the far right option. Any way it can be moved back over?
3 votesHi Logan, thanks for raising this. We understand the preference to have the Search feature position on the far right of the header. For teams who use it frequently throughout the day, even small layout changes can affect established workflows.
As a tip in the meantime, you can press / on your keyboard to jump straight to the global search field without needing to navigate to it with your mouse.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are other navigation changes that have impacted your workflow, we'd love to hear more.
-
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.
12 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!
-
Download trust refunds from ATO
Is it possible to have a down load directly from the ATO when they pay out a client refund into your trust account. It is very time consuming trying to match payments with clients without this information.
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. 🙂
-
tax manager
Have a drop down menu on the Status to change between waiting to be filed to completed, at a visual see if there's any money owing on the clients file. Saves having multiple screens open and jumping between clients to change status and check for payment.
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. 🙂
-
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.
13 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.
-
with the jobs widget could we have teh option of the client name, the job number gives very little real infomation at a glance.
With the jobs widget could we have the option of the client name, the job number gives very little real information at a glance and also the state of the job in the widget. maybe we cold make it a smaller or bigger box based on the detail level required like the client widget and tax widgets
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. 🙂
-
Column Sorting
It would be helpful to be able to sort by all the Columns under Clients. This way the information in the columns could be more useful. Its great being able to see the connected banks but currently we cant group by this.
Also with the email addresses, this should be interactive. I should be able to click on the email address and be able to send an email to the client, instead of clicking on the email address to just be able to see the email address again.
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 🙂
-
XPH - Add two-week calendar widget for Jobs and Milestones
In the middle of the old XPM home page we had a clear visual of a two week calendar showing assigned jobs and upcoming milestones.
This was very useful and was good quick visual reminder to action any of days jobs or milestones as well as any forth coming jobs and milestones.
Although there is an assigned jobs summary on the homepage of the new XPM there is no milestone reminder visual and as a practice which uses job milestones heavily it is very much missed.
Can it be reinstated please, Im sure there is room on the new home…
7 votesThanks for feeding back to us here. We understand for practices that do use schedules that this view can be quite useful. To be transparent this widget had relatively low usage in Xero Practice Manager and we don't have plans for developing a specific widget for this in Xero Partner Hub.
That said, you can still get to this view from within Jobs under Job schedule, and it's possible to add a custom link to the homepage in the Quick Actions widget to make navigating here more efficient🙂
- Don't see your idea?