150 results found
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Overdue tasks and milestones need to remain in the overdue list
7th July 2026
In the legacy XPM dashboard, the red "Overdue Items" hyperlinks positioned above the Important Dates calendar provided critical, instant visibility into outstanding team work. In the new beta dashboard, this clear indicator has been partially removed and now only reports on overdue jobs but not tasks or milestones.
We generally have one main job per client for a whole year with tasks that are scheduled and assigned and milestones attached to this job.
Our practice faces a massive problem if the "Overdue items" are permanently removed as not all overdue items are reported on in the same…
3 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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tax manager status
At present the returns move through as Draft/Completed/Approved/To sign/To file tabs.
(1) When I send a return, the To sign tab Signature Status shows as Out Sign. When it comes back in that tab it says Returned; but in the ALL listing it still shows Out to Sign. (a) both should say Out to Sign, and (b) if it has returned, it should say Returned everywhere.
(2) In the To Sign tab it shows both returns that are Out to Sign and Returned. I'd prefer a separate tab for Returned, (a) so we know what has come back and can…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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Tax lodgements widget on the XERO Partner Hub Dashboard
That the tax lodgements widget on the XERO Partner Hub Dashboard is able to be filtered by tax year
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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job edit
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.
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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Fixed the settings of client's job
As I want to check the jobs frequently, may I know how to fixed the setting of display under 100?
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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May I change the background colour of task bar in GREEN? Further the client's job list, may I fixed the settings to show in 100?
May I change the background colour of task bar in GREEN? Grey or black colour represent the death in Chinese culture. Green colour represents the grow.
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 - If you create a new job it would be nice to have the option to select recurring or normal.
Currently if you click on the short cut on the Home Page to create a new job, there is no option to create a recurring or normal job, it defaults to normal. You have to go to jobs and then have to go to recurring.
I would also make a larger short cut for creating jobs and time processing (and invoicing) on the Home Page!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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Time capturing
Time capturing. Not sure how it is possible to make the time capturing worse??? Every week i would need to recapture the same codes i used? In the last week. Who designed that widget did you just throw away all the previous functionality
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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Activity statements to be Prepared, Bar Chart
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?
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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Widget for Tax returns to prepare
Where there is a widget showing the Tax Returns required to be prepared for 2025, 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 theirreturns prepared?
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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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.
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.
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Groups Page Tabs
When viewing a client's Group Page, if you navigate to another tab eg. "Invoices" for that group you can't navigate back to the "Members" tab. It shows a blue line underneath, along with the tab you're viewing, as if that page is still open (screenshot attached).
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.
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As most Work we do is Job driven need more links or integration via the job number to Xero Ask Questionnaires and the new Xero Workpapers.
As most Work we do is Job driven we need more links or integration via the job number to Xero Ask Questionnaires and the new Xero Workpapers
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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Clients - Add Bare Trust Structure Option
We would like to request the addition of a "Bare Trust" business structure option within the Business Structure field on the main client page in Xero Partner Hub.
Currently, Bare Trusts must be classified under the broader "Trust" category, which makes it difficult to accurately identify and report on these entities separately. As a result, additional manual processes and workarounds are required to distinguish Bare Trusts for reporting, workflow management, and compliance purposes.
Introducing a dedicated "Bare Trust" structure would improve reporting accuracy, streamline internal workflows, and reduce the administrative time spent manually identifying these entities. This enhancement would assist…
13 votesHi everyone, thanks for the engagement here so far. We understand the request to have Bare Trust available as a business structure option when creating a new client, making it easier to accurately classify and manage these entities.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community.
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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…
1 voteThanks 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…
1 voteThanks 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 - 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?
2 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.
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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…1 voteHi 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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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.
2 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.
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Clients - Dashboard to view, search and audit all clients notes
Currently you have to go into a client to see notes relating to that client. It would be useful to have an option to see all notes, by client.
4 votesHi Cormac, thanks for bringing this idea to the community.
We can see how a centralised view of client notes could make it easier to keep track of updates across your client base and help teams stay aligned without needing to open individual client records.
I've updated the status of this idea to Gaining Support so we can continue monitoring interest and gathering feedback on how this could support your practice workflows.
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