159 results found
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XPH - Reduce the size of the Timer screen
When you click to start the timer in Xero Partner Hub, the pop-up box fills 1/3 of the screen. It blocks access to items on the right hand side of the page underneath (for example the 'go to xero' from the insights page or the 'next page' arrow in the clients list). The only way to fix it is to scroll back up to the top of the page, minimise the timer, and scroll back down.
I would prefer to have the timer box open when I'm working, but while it fills so much of the screen it isn't practical…2 votesHi Antonia, thanks for highlighting this. We can see how a more compact timer could make it easier to track time without taking up screen space while you work.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular workflows or pages where the timer is most disruptive, we'd love to hear more about them.
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Tax Manager - Ability to export lists
Would be helpful to be able to quickly export a list from tax manager
8 votesThanks for sharing, Rhys. It'd be good to get an understanding of other practices that'd also find this helpful.
Be sure to share your idea here with others in your practice that'd find this helpful so they can add their vote too. 🙂
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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.13 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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XPM - Staff Monitoring - Staff timesheets
I propose introducing a “Staff Dashboard” that provides a simple weekly view of each staff member’s timesheet, showing what they worked on and how many hours were recorded. For each job, it should also show the total hours spent by the individual, the total hours on the engagement, and the budgeted hours. This would allow managers to quickly understand both staff activity and whether jobs are running within budget.
In addition, there should be better reporting to compare similar jobs across periods, helping identify inefficiencies and improve pricing. Overall, timesheet reporting needs to be more practical and insightful, as time…
5 votesThank you for taking the time to share such a great idea ✨ We’ve moved this to ‘Gaining support’ so it can gather votes and comments from other practices, which we use to help shape our product roadmap. All you need to do now is get friends and colleagues to vote and/or comment.
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Tax Manager - include BAS management
The ability to create or show BAS statements in the tax manager would be good - you used to be able to create them from the tax tab but now I have to go into the client themselves and click create. Or just some way to make this easier overall - whether you have a BAS section in the Tax Manager, or a create statement button up the top.
7 votesHi everyone, thanks for sharing this suggestion! We understand that including Business Activity Statements (BAS) in Tax Manager would make it much easier to track all your clients’ obligations in one place.
At the moment, activity statements are managed separately in Xero Tax, so you’ll need to navigate to that section to track and update them. We can see how bringing everything into a single view would make your workflow more efficient.
We’ve moved this idea to Gaining Support so we can track interest and share with our product teams.
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XPH - Add ability to easily move and copy/duplicate timesheet entries
Allow you to move timesheets between days for if they're entered in the wrong day (it was easier to edit the day of an entry on the old system), and copy timesheets (for when working on repetative jobs rather than having to search the job every time)
3 votesHi Alex, appreciate the suggestion. We’re hearing that working with similar timesheet entries across multiple days can take a bit of extra effort, especially when you’re moving between jobs or need to correct something quickly.
At the moment, the process can involve re-entering details or recreating entries when changes are needed, and we understand how having a quicker way to handle this could help streamline day-to-day time tracking.
I’ve moved this to Gaining Support so we can track interest and make it easier for our product teams to see how many people would benefit from improvements here. We’ll keep you updated as this progresses.
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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.
9 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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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.
9 votesHi team, thanks for your input to this idea. Being upfront here, while this widget was evaluated as part of new Xero Partner Hub, with low usage we did make the decision that this wouldn't be a widget that we'd develop within the new experience.
We appreciate there are some users that do find this useful you can get to this from Job Manager in the Important dates tab. To get here more efficiently you may also like to add a custom link to the homepage in the Quick Actions widget.
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XPH - Automatically link and sync Individual Clients with the Contact list
All individual Clients created should automatically be added as a contact and that contact should by linked to the client record. If you change the client detail that "new" contact that is linked should be auto updated. (in short an individual customer/contact is not "duplicated"). If you send mails from a job you can then use that client automaticly as a contact and do not have to create a contact
8 votesHey Louis, thanks for bringing this up! Having client info in both the Partner Hub and your practice contacts gives you flexibility, but it would be even smoother if updates could flow automatically between them.
Right now, exporting your client list from the Hub and importing it into your practice contacts is a simple way to refresh records in bulk. It’s a handy way to keep everything up to date.
We’ve moved this idea to Gaining Support so the product team can see how helpful a more connected, unified experience would be for Partners.
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Partner Hub Homepage - Add Tax Year Filter Tax lodgment's widget
That the tax lodgements widget on the XERO Partner Hub Dashboard is able to be filtered by tax year
2 votesThanks so much for taking the time to share this idea with us 🌟. We really appreciate you explaining what you'd like to see here, and we can understand how having this available would make things easier.
We've now moved this idea into Gaining Support so other customers can vote on it and add their feedback too. This helps us better understand how many people this would help, the different ways it's being used, and the overall level of interest from the community.
Your feedback is really valuable in helping us build a clearer picture of what matters most to customers, so thanks again for taking the time to raise it and share your thoughts.
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XPH - Ability to customise banner colour
XPH colour - can we have something a little more lively then grey? Tax isn't all that exciting as it is and the grey instead of the green that it used to be (or even a nice blue) just feels a little torturous
5 votesThanks for your feedback, Gabrielle. This isn't something we have direct plans of changing atm, however it'll be good to get a feel of interest around from your idea here. We'll keep an eye out and share if there are any updates.
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XPH - Activity Statement widget bar should redirect to a filtered AS list
Where there is a widget showing the BAS returns required to be prepared for the Quarter, would it be possible to tap onto that Bar Chart, so that it hsows the names of the entities or takes you to the listing of the entities to have their returns prepared?
2 votesThanks for highlighting this idea, Michael. Being able to select a section of the Activity Statement widget and go straight to a filtered list could help reduce a few extra steps when managing work from the dashboard.
For now, clicking on the Go to tax link will redirect you to the Tax Returns list.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If you'd find this useful, add your vote and share which widget sections you'd expect to take you directly to filtered results.
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XPH Client record - Add a counter to the Documents tab
Please add a counter to the Documents tab in the Client window, same as the counter for Jobs, Quotes, Invoices and Notes. A counter appears only when you have opened the Documents tab.
2 votesThanks so much for sharing this idea ✨ — it’s a really helpful suggestion.
We can see how having a visible counter on the Documents tab, like you already do for Jobs, Quotes, Invoices and Notes, would make the client record easier to scan at a glance.
We’ve now opened this idea up for other community members to vote on and comment on as well, so we can better understand how much interest there is from the wider community. Thanks again for taking the time to share your feedback with us.
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XPH | Homepage - Create tasks and recurring tasks to show on your homepage
A function to create tasks and recurring tasks to show on your dashboard, much like Google Tasks. A basic To-Do list that shows recurring tasks that you need to complete every month for each client. This links in with XPM as a CRM system.
10 votesAppreciate your idea here, Johnny. Great to be hearing how we could make more improvements to the new Xero Partner Hub homepage to help your practice run.
We'll start to track the support in this here. As you'll have seen our product team are highly engaged with the feedback coming in on this and I'll make sure to let you know if there are any updates for this in the works.
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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…
2 votesThanks 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…
2 votesThanks 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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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.
5 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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XPM: Practice - Timesheets: Enter Timesheet: Improved date defaulting and navigation when editing entries
When entering a Timesheet, the date keeps defaulting to the first day of the week (Monday) in the timesheet. Even when manually changing the date, at times if the window is left idle for too long it defaults back to the Monday again causing problems with times for each day if you don't notice it has changed. Then when you identify the entry that is incorrect if you drill into it from the timesheet to correct it, it doesn't return you back to the Enter Timesheet window, it returns you to the Job. This is not very efficient and is…
4 votesHi Lisa, thanks for raising this. It’s clear that these friction points in the timesheet entry process are leading to extra steps that slow things down.
We hear you that things like the date resetting to Monday can disrupt your efficiency.
I’ve moved this to Gaining Support so we can track interest and show our product team how improving these defaults and navigation could make time entry smoother and more efficient.
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XPH | Customisable homepage graph/table colours
Customisable graph/table colours would be excellent, even if it were just 2 or 3 preset options. The blue/red default is a bit harsh.
5 votesHi everyone, thanks for the suggestion! We understand that having more control over how your dashboard data looks would make it easier to interpret your practice’s performance at a glance. Customising graph and table colours isn’t just about aesthetics—it helps the data stand out in a way that fits your reporting needs or brand.
We know that adding more flexibility here would make it easier to focus on the metrics that matter most. We’ve moved this idea to Gaining Support so we can track interest and share with our product teams how visual customization could enhance your daily experience in Xero Practice Manager.
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Tax Manager - Include prior year returns in Ready To Start
Prior year returns from ATO list that are not lodged need to be in the ready to start list.
8 votesHi Natalie, appreciate your idea about including prior year returns in the Ready to Start list. We can see how this could make workflows in Tax Manager a bit more straightforward.
We’ve moved this to Gaining Support, so it’s now open for the community to vote and comment. Hearing how others might use this helps us understand the broader need.
Our Product team is interested in more ideas for Tax Manager, so if you or others have thoughts on ways to improve it, feel free to share them. Thanks for getting the conversation going.
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