196 results found
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Books health - Show clients' bank names and balances in one view
A client has just received a chunky amount of money for a project and this money is going to sit in their account for quite a while - we know some banks offer better interest rates so would be good to see all this in one page.
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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Jobs - Hide unallocated tasks and show actual hours on the Staff schedule
In the new Xero Hub > Jobs > Staff Schedule, need selections so that:
a) Sort so either the Unallocated Job Tasks do not show, or show at the bottom. At present if a staff member wants to view their schedule, they have to scroll through all the unallocated jobs first
b) As well as showing the hours budgeted, can the actual hours also be shown on the Staff Schedule. Currently can only see the hours incurred by going into the job itself.
While have the blue until over budget then goes red bar with the percentage of time taken…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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Books health – Filter transactions by a client-specific date range
It would be useful to select a start and end date for an individual client in Books health, so that the issues and transactions shown relate to the period currently being worked on.
For example, when preparing a VAT return, I would like to focus on missing invoices, receipts and unreconciled transactions within that client’s VAT quarter, without having to work through items from later periods at the same time.
Ideally, the selected date range could also be applied when creating a client chase, so the request includes only the items relevant to that period. It would be helpful to…
2 votesThanks for the feedback, Andrew. Appreciate how being able to filter by a set period could be handy when you're just trying to focus on a period at a time.
This is something we'll start to get a wider feel for from your idea here.
I'll share if there are any updates. 🙂
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Xero
I don't remember how long it has been since it's been removed, but I would love the ability to sort out the phone numbers again on the clients list page. Sometimes our team enter the data inconsistently with the standard format; we'd go 04xxxxxxxx instead of 04xx *** *** or +61 instead of 0. Would be great to have the sorting feature added back on so we can search for clients if they don't identify themselves on the call. It would also be handy for when we want to sort to clean up the formatting for consistency.
While we're on…
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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Books health - Client visibility of request list and ability to comment
would be good for the client to see the request (list of invoices and receipts we need) so they could add comments and upload receipts
2 votesThanks for sharing your idea, Abbie. Great to hear you're making use of Books health, and how we could improve this tool for managing your clients.
We're keeping an eye on interest from the community in this, so make sure to share with colleagues that'd like to support too.
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Tax Manager - Include other return types
In the future do you think you might expand from just showing tax returns, to showing outstanding activity statements, TPAR and FBT returns for clients? It would be so much easier and time efficient, having the information in one spot, then having to login to the ATO Portal and search this information for each client.
1 voteThanks for bringing this to the community. We understand the request for Tax Manager to include outstanding Activity Statements, TPAR and FBT returns, rather than focusing on income tax returns alone.
Having these obligations visible in one place could make it easier for practices to monitor outstanding returns.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your practice, add your vote and share which returns you'd like to include in the Tax Manager.
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Audit Trail - Partner Hub
We would like to see a comprehensive audit trail added to Partner Hub, providing a history of all changes and events across the platform.
The audit trail should capture key activities such as:
Changes to client information and client details
Creation, modification, and deletion of invoices
Changes to WIP, including write-offs, transfers, and adjustments
Job creation, edits, status changes, and deletions
Updates to contacts, billing settings, and assignments
Changes to practice management records and workflow items
The user who performed the action
The date and time the action occurred
The previous and new values where applicableThis functionality is already…
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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Registered Address - New report field
Now that there is a defined registered address field (which is really helpful :), it would be great if this was able to be selected when creating reports. As yet I cannot see it as an option.
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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Bank reconciliation Widget Upgrade
I'm loving the Bank Reconciliation widget and the ability to create a shortlist of selected clients, but I think it could be even more useful with a few enhancements.
Currently, I have around 20 clients on my selected list, however the widget only displays 9 clients and there appears to be no way to view the remaining selected clients. The View All button takes me to Client Insights for all clients, and I haven't found a way to view only the rest of my selected clients, which makes it difficult to get value from selecting more than 9.
It would…
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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Books health - Show Unreconciled items
Within Books Health, show a clear list of unreconciled transactions and other bookkeeping issues that need attention. From each issue, give the adviser the option to create a request for the client to deal with it directly, for example completing outstanding bank reconciliation, uploading a missing purchase invoice or receipt, explaining an unidentified transaction, or providing supporting documentation.
The client would receive a notification showing exactly what needs attention, ideally with a link taking them directly to the relevant area in Xero. The request could then show a simple status such as Requested, Awaiting client or Completed.
This would turn…
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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Books health - Ability to add own due dates for each client
It'd be good to be able to set a due date that reflects the work required for each client.
As different clients have different deadlines, allow adding and update of a client-specific due date directly in Books Health4 votesHi practice users! With the release of new Books health in Xero Partner Hub we understand this may be a feature some would like to see Books health enhanced for.
For now, we're just getting a feel of the appetite for this so if it's something you'd find helpful, add your vote and any extra details of why this would be handy for your practice.
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Books health - Ability to send multiple chases for the same client
It'd be useful to send separate chases for different groups of transactions, with different recipients or due dates.
Allow multiple active chases for the same client while keeping each chase’s transactions and status separate.4 votesHi everyone, with the release of the new Books health experience in Xero Partner Hub, we're interested to know how Books health could evolve to better support your practice workflows.
We're currently gathering feedback to understand how useful this capability would be for practices. If this'd help your practice, please vote for the idea and share more about how you would use it or the challenges it would help solve.
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XPH | Homepage - Ability to filter the Lodgements widget
As our firm has multiple offices. It would be beneficial to have the option to filter the lodgement widgets to include lodgements for our office only.
1 voteThanks for sharing this suggestion. The main request is to add filtering to the lodgement widgets in Xero Tax or Partner Hub, allowing practices to view lodgement progress for a selected location.
This could reduce manual cross-checking and help office managers focus on the returns and deadlines relevant to their teams.
We’ve updated the status to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and let us know how you're currently tracking lodgements from multiple offices.
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AU Tax - Add Managed Fund Schedule to CTR
Please add a managed fund schedule to the company tax return workpapers, similar to the schedule available for individual returns. This would provide a structured way to enter managed fund distribution components and automatically populate the relevant sections of the return, reducing manual calculations and improving accuracy.
5 votesThanks for highlighting this improvement. We understand the request for a Managed Fund Schedule in company tax returns, similar to the one available for individual returns.
I’ve updated the status to Gaining Support. Add your vote and let us know how this feature could improve your workflow.
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XPH | Homepage - Option to add comparative tax return filing progress graphs
It's good that we can customise the dashboard - move things around and remove things we don't need or want to see.
But can we please still have the tax return graphs (as per original dashboard) as an option, so we can see progress of returns filed compared to total returns to file?
The new tax returns graph only gives us information we can already see in the Returns tab.
Thank you.
9 votesThanks for sharing this idea. We understand the request to bring a comparative tax return filing progress graphs as an option for widget.
Having a visual comparison of returns filed against the total number to file could help practices monitor progress and remaining workload at a glance.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share how you’d like the progress graphs to be displayed.
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Client Insights - Filter for Manager
under Client Insights, would be nice to have a filter by client manager, so each client manager can see and analyse their own clients portfolio rather than all clients.
1 voteThanks for sharing your feedback, Yogi. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too.
We'll get a gauge of the interest here and I'll share if there are any updates planned for this.
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Tax Manager - Add custom field search filters
As Tax Manager is currently still in beta phase, I have a couple of ideas:
Is it possible to include an extra filter under 'Client' for custom fields? We currently sort most of our reports by Partner, Manager and then a custom field for accountants. This helps us to customise client lists for each accountant.
In the future do you think you might expand from just showing tax returns, to showing outstanding activity statements, TPAR and FBT returns for clients? It would be so much easier and time efficient, having the information in one spot, then having to login to…
2 votesThanks for sharing this feedback. The main request is to extend Tax Manager’s client filters to include Custom Fields, alongside the standard fields already available.
This could give practices more flexibility when organising clients by assigned Accountant, team or other custom criteria.
We’ve updated the status to Gaining Support so we can continue gathering community feedback. If this would improve your workflow, add your vote and let us know.
I’ve also created a separate idea for your request to expand Tax Manager to support other return types, allowing us to track feedback on that suggestion separately.
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Jobs - Collapsible sections or sidebar layout for custom fields on job view
With the use of filtering and custom fields for jobs and clients on various apps the job within XPM and now Practice Hub has become elongated.
It would be create if the custom fields could be stored within a collapsible section which could be opened when needed otherwise closed to show returns attached to the job without the need to scroll down.
The other option would be to move the custom fields to be listed down the left or right hand side of the main job details reducing the white space as mentioned in other posts.
This could be further…
1 voteThanks for highlighting this improvement. Being able to collapse custom fields when they aren’t needed could make job records easier to navigate, particularly for practices that use many fields to capture client and job information.
We’ve updated the status to Gaining Support so we can continue tracking community interest. Would you prefer collapsible sections within the job page or a separate sidebar for custom fields?
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XPH | Homepage - Filter Bank Reconciliation widget by assigned Manager
Bank reconciliation widget should have the option to show just your clients which you've been assigned to as manager, rather than having to individually select each one. At this stage I don't have the time to select each one, so the whole thing is meaningless & I've turned the widget off.
1 voteHi Glenda, appreciate you raising this suggestion. Being able to filter the Bank Reconciliation widget by Manager could make it much easier to monitor assigned clients across a large practice.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would help your practice, add your vote and let us know how you’d use the filter.
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XPH | Homepage - Display total percentage lodged as primary metric in Lodgments Overview widget
It would be more beneficial to show the percentage lodged as the large bold item rather than the percentage lodged on time. I know you can hover over the bar and the percentage shows, but we all track total lodgments and this would make it clear to all staff.
1 voteThanks for sharing this idea. Displaying the total percentage lodged as the main figure in Lodgments Overview widget could make it easier to track overall progress at a glance.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would help your workflow, add your vote and share your feedback.
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