138 results found
-
Within Tax Manager to be able to view by Group & for in progress tax returns view job status
To be able to view the tax returns in tax manager by group - this helps us to ensure that all group members are being worked on simultaneously. Having the job status listed for in progress jobs would also help to know where preparation of the return is up to when viewing from Tax Manager.
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. 🙂
-
lock dates
We need a place to get an overview of all client lock dates and a quick way to set it
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. 🙂
-
More Options in Relationship area for AML compliance
With AML/CTF we need more options in the relationship area so that the "Know your client" data is more accurate.
Shareholder - can we have class and number of shares held
Beneficiary - can we have primary/designated and secondary as options1 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. 🙂
-
lodgements widget
Lodgements Widget - match ATO due date from the client screen rather than in tax return - OR auto update unlodged tax returns when sync from ATO is done.
Ours is now all out of whack now that we have applied for lodgement extensions. The due date is correct on the client screen, but it doesn't automatically update unlodged tax returns so the widget is now giving incorrect information about our lodgement stats. ATO has correct figures.
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. 🙂
-
Xero Tax (AU) | Include PAYG instalment for Trust Tax Returns
Please add a PAYG instalments section to Trust Tax Returns (TRT). This ensures that both the ATO and the client are provided with the correct tax payable per the tax return where there are no presently entitled beneficiaries.
17 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. 🙂
-
Information and links gone from Group view
Previously in the Group view, we were able to view all Jobs, Invoices, and WIP for the Group. This is integral for our processes. Now in the Group view, you can only see the members of the Group, nothing else. Can you please bring back the Jobs, Invoices, and WIP lists?
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. 🙂
-
Group WIP shown in client group
In the Old XPM we were able to go Clients > Groups and see the WIP for the members of that group.
Sees to be omitted in the new Xero Partner Hub.
Looks like this page is clunky as it is not showing jobs, quotes or invoices for any of our client groups.
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. 🙂
-
Import task from Asana to XPH
We have been working in Asana for a long time, so I would like to move XPH, so it will be very useful importa asana taskt to xph jobs
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. 🙂
-
job summary
Would it be possible to have more filter options available in the Job Summary widget?
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. 🙂
-
Freeze main bar
Freezing the main blue bar so it stays at the top of the page when you scroll down, like the navigation bar within client profiles, would help navigation.
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. 🙂
-
Add Gatekeeper functionality to the HUB
It would be great to add the Gatekeeper functionality to the Xero Hub
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. 🙂
-
Automating Recurring Compliance Jobs When Adding a New Client (SA Compliance Focus)
Suggestion:
When onboarding a new client in Xero, it would significantly improve efficiency if recurring compliance jobs could be automatically generated based on a few initial inputs.
For example, during client setup, include fields such as:
Company registration date
Is the company registered for PAYE? (Yes/No)
VAT registered? (Yes/No)
UIF registered? (Yes/No)Based on these selections, Xero could automatically generate recurring jobs with the correct deadlines aligned to South African Revenue Service requirements, such as:
EMP201 returns due monthly (e.g. by the 7th of the following month)
VAT201 returns generated bi-monthly with submission deadlines
UIF declarations
Companies and Intellectual Property…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. 🙂
-
In Tax Manager, Be Able To See Which Returns Have The OOA Received Like In Old View
In Tax Manager, Be Able To See Which Returns Have The OOA Received Like In Old View
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. 🙂
-
Former name/s field
Would it be possible to add a field under Client for Former name/s? As ASIC agent there are multiple scenarios of where we need to enter any former names for a client. It would be great to see a field under the client where we could add their maiden name etc.
6 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. 🙂
-
Xero Partner Hub | Homepage - Add in a Work in Progress Widget
Next to monitoring Debtors, Work In Progress is one of the most important areas of a Practice to monitor. If this figure is not not regularly evaluated, then Cash Flow is directly affected, which will be of concern particularly over the next 2 years.
Again this is directly tied in with Client Jobs and their various DeadlinesAlso I have seen quite a number of Practices sold, with a large WIP that should have been completed and converted into Debtors.
1 voteHi Michael. We understand the ask in having a quick, at-a-glance view of Work in Progress (WIP) to help with billing and cash flow visibility. At the moment, this information is available through existing Work in Progress Reports.
We’ll track the demand on this idea, and keep this updated if there’s any progress to share.
-
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)
1 voteHi 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.
-
I need to directly change the cost of tasks NOT the staff cost.
I don't want to bill all tasks by time. I need to add the cost to the task so that they are uniform across all clients. I used to do this in XPM but now Jax says I have to update the staff costs??? I don't want to bill by the hour.
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. 🙂
-
XPH - Enter timesheet without selecting a job
Allow staff to enter timesheet without a Job
1 voteHi everyone, thanks for sharing this suggestion. It’s clear that not all work during the day is tied to a specific client job, and having to assign a job to every timesheet entry can feel limiting.
We hear you that being able to log time without linking it to a job would make it easier to capture internal work, training, and general admin tasks that don’t sit under a project.
This is now in Gaining Support so we can track interest and share with our product team how more flexible time entry could better reflect day-to-day work.
-
XPH - Split Milestone Date and Description into separate, sortable report fields
Please could the Milestones on Reports not be consolidated into a single text field.
It would be much more useful if Reports had separate fields for:
Milestone Date
Milestone Text/NameAt the moment, the Milestone Date and Name are combined into one text field. Because of this, the field is treated as text rather than a true date field, which means sorting by date does not work properly. For example, milestones can appear in an incorrect order such as 1 May, 2 June, then 3 April.
Having the date and milestone description available as separate report fields would make reporting…
7 votesHi James, thanks for sharing your idea, and letting us know the changes that matter most for you.
We hear you that splitting these into separate, sortable fields would make it simpler to view upcoming deadlines and group milestones in a way that supports day-to-day planning.
This is now in Gaining Support so we can track interest and share with our product team how more structured milestone data could improve timeline and workload management.
-
XPH - Show unreconciled bank items and open job task counts on the Overview homepage
On the Partner Hub, it would be nice to see a number of uncompleted tasks or the number of transactions that need to be reconciled. This would prevent us from having to open each client to see what still needs to be completed.
1 voteHi Landon, thanks for the feedback. It’s clear that needing to move away from your main dashboard to check unreconciled items or open tasks adds extra steps to your workflow.
We hear you that having key counts like unreconciled bank items and open job tasks shown directly on the Overview homepage would make it easier to plan your day as soon as you log in.
As a quick note, you can currently add an “Unreconciled items” column to the Client List, which helps show this information in , though we understand it’s not the same as having it available on the main homepage.
This is now in Gaining Support so we can track interest and share with our product team how bringing these key indicators into the homepage could improve day-to-day visibility and workflow management.
- Don't see your idea?